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- 90% of your Total Investment Amount can be withdrawn free of charge at any time after the first 5 years (BUT 10% must remain until maturity).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.