The Group’s reputation as innovative product developers within the short-term insurance industry has allowed us to extend our offering to include Life Insurance and related Assurance Products.

The team of insurance experts has developed several competitive term insurance products, which enable investors to choose to insure their lives in a foreign currency and pay the benefits to their nominated beneficiaries within their ongoing estate planning structures.

In addition, our Product Development team continually develops entrepreneurial and market-leading products, which complement the suite of financial services currently offered to our clients. We also offer advice on the structuring and management of Provident Funds and the provision of Portfolio Bonds.

Portfolio Bonds, which are universally under-utilised in tax and Estate Duty planning, deliver all the advantages of trusts and similar structures, and offer the investor the additional benefits of minimising tax liability.

By offering customised and secure long-term financial planning products, our clients enjoy the peace of mind that comes with knowing that their family’s well-being is secure with us.