Sweidan and Co

Offshore Investing Made Easy

In a time when market volatility in South Africa is a major concern, and the Rand is less than stable, savvy investors realise that diversifying their portfolio into offshore investments can be an excellent way to maximize the potential of their investments and guard against market uncertainty. With Discovery Invest Recurring Dollar Endowment Offering you can do so with ease.

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Offshore Investing Made Easy With Discovery Invest

Discovery InvestIn the terms of our plan, with a minimum contribution of $200 you can invest monthly in an offshore endowment policy. There is no maximum age limit on program participation. We will arrange for your chosen investments to be funded monthly from your South African bank. Your Rands will be converted into US Dollars* and then invested globally. These withdrawals are made via a debit order payment, so you won't have to remember to make any payments. You won't even have to apply for tax clearance, as these investments use the R1 Million Single Discretionary Allowance.*Please note. The monthly amount deducted in Rands form your account may fluctuate with exchange rate changes between the Rand and the US Dollar.

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Discovery Invest Fund Offerings

Fund OfferingsBy taking advantage of this plan you will be offered access to several risk profiled USD funds that can be matched to your personal risk tolerance profileEach of the funds is made up of a diverse portfolio of iShares Exchange Traded Funds. They are offered by BlackRock, the world leader in ETFs and can span a number of different asset classes.Program participants are given a choice between several carefully vetted funds. These will be risk mapped to your personal risk tolerance levels and have been chosen to effectively rebalance your portfolio's underlying asset classes and maximize its performance.

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Getting Started Discovery Invest Recurring Dollar Endowment Offering

Getting StartedTo get started, or to learn more, contact your financial advisor. They will explain the fees and terms and conditions that apply to this offer in detail as well as how the choices you make will affect both your benefits and the fees you will be required to pay.Please note that this consultation is essential, as any changes you make may affect other products you hold with us. 

Sweidan

Contact us for a no obligation consultationPlease take the time to fill in the contact form and one of our consultants will call you back.

Sweidan and Co is an authorised Financial Services provider FSP 45893