Individual Advisor
Saving For a Future Event
| SAVING FOR THE FUTURE |
| Creating Wealth – Alexander Forbes Investments Unit Trusts |
| We offer a range of local and global unit trust portfolios, active and passive, to help you reach your investment goal. |
| AF Investments Endowment Policy |
| The AF Investments Endowment Policy is designed to help grow your capital. With a minimum investment period of five years, it is a tax-efficient product for high-income earners. |
| SAVING FOR RETIREMENT |
| AF Investments Pension Preservation Fund |
| If you have resigned, been retrenched or dismissed, you can preserve your retirement savings in one of our preservation funds. |
| AF Investments Provident Preservation Fund |
| If you have resigned, been retrenched or dismissed, you can preserve your retirement savings in one of our preservation funds. |
| AF Investments Retirement Annuity Fund |
| You can become a member of our retirement annuity fund if you are simply wanting to supplement your retirement income, are self-employed, or the company you work for doesn’t have a pension or provident fund. |
| AT RETIREMENT |
| AF Investments Living Annuity |
| If you are retiring, you may want to consider the AF Investments Living Annuity. You can keep your retirement capital invested in the market while earning an income during your retirement. |
