Please click below to see the performance of these International funds as at 31st January 2019.
Synergy & You - Collective Investment Schemes
Please click below to learn the benefits of the Unit Trust Structure through Synergy.
Budget Speech 2019
Please click below for a summary of the Budget Speech 2019.
Start loving yourself this Valentines Month....
It’s time to start topping up/increasing you Retirement Annuities now. See attached articles of interest in this regard.
Synergy Multi Managers Economy and Market Overview and Performance - February 2019
Please click below for more information on the latest Economy and Market Overview for February 2019
Old Mutual Economic Update - SONA 2019
For more information on the main points addressed in this speech, please click below.
Allan Gray - Tax Benefit on Retirement.
Is there any tax benefit on savings over the annual tax deductible amount towards retirement? Click below for more details.
Synergy Multi Managers & You - Exciting new development....
Synergy Multi Managers are delighted to announce that they intend converting their model portfolios, launched in 2015, into Unit Trusts in order to simplify their offering, provide lower fund fees and improved tax efficiency. Click on the “Learn More” button below for more information.
Analytics/Synergy Economic & Market overview 2018
Please find attached the Global and Local market overview for 2018.
Analytics/Synergy Newsletter - January 2019
2018 will be marked down by most as a tough year for investment markets. Being conservatively positioned and not losing serious money was the name of the game; to this point global equities were hit hard recently - the S & P 500 for example declined a significant 15% between December 1st and the 26th alone. See attached newsletter for more information.
Synergy Market View for December 2018
Synergy Market View for December 2018
South African Reserve Bank - Interest Rate Hike November 2018
The new interest rate hike reflects the Reserve Bank’s intolerance for inflation expectations at the top end of the target. Please click on the “Learn More” button below for more details.
Analytics Consulting - Investec Global Insights Conference 2018
Investec Asset Management hosted their 11th Global Insights Conference in Cape Town in October 2018 in order to share their views on the world to more than 160 wealth managers and investment consultants from more than 10 Countries. Please click on the “Learn More” button below to view the slides of their presentation.
Disclosure of Information - Insurance Claims
Honesty upfront ensures hassle-free Insurance claims.
Analytics - Economic & Market Overview November 2018
Analytics - Economic & Market Overview for November 2018.
Movember - Spotlight on male cancers
Sanlam’s Severe Illness statistics for 2017 showed that 43% of claims paid out to men were for cancer and of those, 12% were for Prostrate Cancer. Most claims paid out were for men older than 46. Please click below for more statistics.
Clientele Life - Estate Preservation Plan
The Clientele Life Preservation Plan has been created to assist clients by ensuring that their last wishes regarding the distribution of their Estate are realized and respected, and that their heirs are not financially impacted due to the costs and processes associated with the winding up of their Estate.
October 2018 Market Performance
An overview of the market performance during October 2018.
Taxation of Foreign Investments held by South African Residents
Table of taxation of Foreign Investments held by South African residents.
MyLiberty - Self-Service Portal
Liberty Life have launched a new self-service portal which allows you access to your personal policy information.