Accessibility to information

to research, analyse and

compare

Adviser Proposition

A single platform

through which they can gain

access to multiple

investment instruments

Monitor growth

against your personal

objectives

Execution Of investment

decisions using online

capability

Provide investors

with competitive

pricing

What are Model Portfolios?Portfolio consisting a number of underlying investments wrapped into a single portfolio

Available on Classic Investment Plan, Retirement Annuity, Preservation Plans and Linked Life Annuity

Benefits of Model PortfoliosAdministratively more manageable

Cost effective solution

Less admin

Investment specialists form part of your investment committee

You are able to manage at a click of a button

What are Personal Share

Portfolios?A portfolio of directly owned securities such

as equities, bonds and derivatives

Achieve specific outcomes for a client’s risk

profile, through a reputable stockbroker

Housed in Retirement Wrappers or Linked Life

AnnuitiesMinimum investment amounts apply

Benefits of Personal Share PortfoliosYou are able to wrap PSP’s with other funds

The client is able to actively interact with the stockbroker to manage their money

Ease of administration and simplicity