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.
Invest in a world-class investment solution with exceptional flexibility. You will have the freedom to select a combination of investments tailored to your unique financial goals.
The Flexible Investment Plan introduces the concept of bundling, which allows you to purchase a plan that groups associated investments under one bundle.
Investing in this product allows you to structure your investment according to your unique financial plan, while providing you access to your money as well as protection against unforeseen events, emergencies and financial circumstances.
Invest from R250 000 or more.
For more confident investors who prefer to do their own selection by region, asset class, sector and investment approach, a selection of specialist local and offshore funds are available. Up to seven portfolios can be selected.
Concept of bundling
Bundling allows you to structure your investment to suit your unique needs. You can take an advance or cash in on individual investments at no additional cost, and you can pay additional amounts into the investment (within legislative limits).
Within a bundle, each investment is treated individually and can be separately ceded. Each investment can have different nominated beneficiaries, lives assured and portfolios.
There are initial advice fees, on-going fees and a platform fee. Fees can be negotiated with your financial adviser. The more you invest, the less you will pay.
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