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.
Create a future without boundaries. Invest without borders.
Do you want to build your future wealth but your local investments are lacking global diversification? Or do you want to study, travel or retire abroad? Will you leave a legacy of wealth for your loved ones? Consider our Liberty Offshore Investment Plan, an easy-to-use offshore investment that allows you to choose from a range of international equities, bonds and cash portfolios, including trackers for growing your wealth outside of South Africa.
Benefits of investing offshore
Diversify your portfolio with easy access to global markets and leading asset managers.
The preferential tax rates* applicable to the Offshore Investment Plan will work to the advantage of any earner in a higher tax bracket. Also, investors will not be adversely taxed on currency fluctuations, allowing your funds to have more opportunity for growth.
When you pass away, your loved ones will not have the complications of having to appoint a foreign executor to administer your estate.
How does it work?
Our Liberty financial advisers are here to guide you all the way with easy fund transfer options.
Investment requires a minimum lump sum of US$15 000*.
This is an easy-to-use and cost-efficient investment (endowment) that is made up of international equity, bonds and cash portfolios, including trackers, to help achieve your goals.
As a long-term investment, there is limited fund accessibility during the first five years.
On withdrawal, you can be paid out into an offshore or local bank account.
*Tax and SARS clearance required
For more information download brochure
Click here for the fund facts sheets
Liberty Offshore Investment Plan underwritten by Liberty Group Ltd.(Jersey branch) Auth. FSP 2409.Terms and Conditions apply.
*For more details about benefits, guarantees, fees, tax, limitations, charges, premiums or other conditions, please speak to a Liberty financial adviser or broker.
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