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Benefits of the Fedgroup Fixed Endowment
Taxed in the hands of Fedgroup Life at a rate of 30%, this portfolio represents an opportunity for investors in higher income brackets to enhance their returns and get the most out of their portfolios.
A fixed rate means more peace of mind. The returns offered are directly linked to the underlying fixed-rate instruments, so investors know exactly what to expect.
Should the investor pass away, the funds are available to their nominated beneficiary with no delays and without having to pay executor fees.
A single withdrawal is allowed in the restricted period. This is subject to maximums as below. A notice of the calendar month is required.
Minimum investment lump-sum:
1 withdrawal allowed subject to withdrawal limits and early termination fees
0.50% investment management fee
0.28% policy fee
0.78% total investment management fee
*Fees are exclusive of VAT and include Asset Management fee and Annual Policy fee. Fees exclude any advisor fees.