LISP PLATFORM WITH UNIT TRUSTS

Flexible

Large choice of funds

Tax friendly

Risk rated by Mandate

Cost effective

Internet access

DIRECT UNIT TRUST

Choice of Platform

Tax friendly

Risk Rated

Large choice of funds

Internet access

Liquidity

SHARE PORTFOLIO WITH OLD  MUTUAL PRIVATE CLIENT SECURITIES

Bespoke Personal Portfolio

Tax friendly

Flexible

Appointed Broker

Risk rated by Mandate

Cost effective

Internet access

Liquidity

OLD MUTUAL TREASURY ADVISORY SERVICES

Cash, Call and Fixed Deposits

Flexible

No Risk

Internet access

Liquidity

PRIVATE EQUITY

Fixed Term – 5 to years

High Risk

High Returns

Not Flexible / Liquid

Internet access

SKYBOUND CAPITAL SA PRISM

Guaranteed Growth

Low Risk

12 Month Lock-up. Then ¼ Yearly Withdrawals

Tax friendly

Ideal for Retirement Funds

Internet access