NEW Lifestyle > Key features

Key features

The following key features are designed to help you achieve your goals and realise your dreams.

  • 90% of your Total Investment Amount can be withdrawn free of charge at any time after the first 5 years (BUT 10% must remain until maturity).
  • An investment strategy that automatically adjusts as the investment and drawdown periods develop.
  • Flexible drawdown options once investment term is reached.
  • Online access so you can see how your portfolio is doing at any time and as often as you like.
  • First 2 years of contributions grow at a fixed rate of 4%.
  • Minimum monthly investment of 100 USD/GBP/EUR.
  • NO penalties for missing payments (although your Total Investment Amount must be met by maturity date).
  • NO minimum age requirements on the Investment plan – start saving at any time.

NEW Lifestyle is the only investment plan outsourced to a professional Investment Manager that is adjusted to reduce volatility towards the end of the investment period in order to protect any investment gains.

The Investment Manager is Daniel Stewart & Company Plc, 33 Creechurch Lane, London EC3A 5EB, United Kingdom - a regulated stock broker and investment bank offering a full range of services including corporate finance, corporate broking, research, sales and trading, debt advisory and investor relations.

Investment Calculator

Simply enter your details to find out what amount you might expect NEW Lifestyle to return at the end of your investment term.
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Important Note

This document has been prepared for information purposes only, and any data presented does not represent either an offer to conclude a contract related to the investment service, or a request for submitting offers or any response to the introduced information by the Client. Examples and charts serve as a demonstration only, and do not contain data on past performance of the investment service, simulated past performance of the investment service or predictions on the future performance of the investment service or any other legally binding or otherwise relevant information. Any data on potential or prospective revenue is stated as an illustrative calculation of the portfolio value only and thereby does not guarantee any revenue from the Client´s investment. Investment within the NEW Lifestyle investment plan may fluctuate; past performance and simulated past performance shall not be a guarantee for achievement of a similar future appreciation. The value of investment within the NEW Lifestyle investment plan may rise, as well as fall and the invested amount is not guaranteed. In case of any questions please contact your tax adviser or financial adviser. This website and all of its content is presented by Cornhill Management Ltd, 1 Cornhill, EC3V 3ND London, United Kingdom. Cornhill Management Ltd is also the global marketing coordinator for this product and as such shall not be responsible for the accuracy of the information presented in any marketing materials which may be changed at any time without prior notice.