Let us help protect you and your family from the financial impact of life's unexpected events such as death, disability and critical illness.
At Liberty, we offer investment solutions that can help you, as an individual, reach your investment goals.
Your family means a lot to you. What steps should you take to ensure that their current and future needs are met?
Liberty Corporate offers a wide range of risk and annuity products, tailored to an employee’s unique needs.
Liberty Corporate has a range of investment portfolios suitable as retirement funds and for businesses.
Liberty Corporate’s umbrella solutions give you the flexibility to structure employee benefits.
Liberty Corporate’s fully fledged administration team provides a comprehensive fund administration service.
Liberty Corporate provides a multitude of specialist consulting and actuarial solutions.
The Multiple Access Investment Plan allows you to enjoy liquidity with immediate and unrestricted access to your investment, as and when required.
It uses once-off investing and an endowment wrapper that has already been in existence for five years, thereby allowing immediate and unlimited access to your investment. At the same time, the money can be left to grow in the portfolios of your choice until needed.
Should you make any withdrawals, the investment value will reduce by the amount withdrawn.
Invest from R50 000 or more.
Select up to seven professionally managed investment portfolios with optional performance guarantees in accordance with an individually identified risk profile.
Withdrawals made from the Multiple Access Investment Plan are subject to capital gains tax in your, the owner's, hands. Depending on your personal circumstances and investments, you may not be liable to pay any additional tax, but please discuss this with your financial adviser.
The capital protection guarantee lets you preserve your investment should the returns be negative. At the guarantee date, you will get back at least your initial amount (less advice fees and withdrawals) invested.
As the investment was in existence for five years, you don't pay for early termination charges.
There are product and portfolio management fees, guarantee fees, where applicable, and advisory fees payable, based on agreements with your financial adviser.
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