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- About
- Options
- Guidance
- Benefits
- Insights
- Charges
- Our solutions
- Resources
- Get in touch
About
Introduction
Invest in a range of investment choices denominated in foreign currencies while benefitting from tax efficiency and liquidity in an investment solution more suitable for non-SA residents.
- Minimum contribution
US$25,000 or currency equivalent in euros, British pounds, Swiss francs and Australian dollars.
Additional investments are subject to a minimum of US$5,000 or currency equivalent in euros, British pounds, Swiss francs and Australian dollars.
- How long to invest for
The investment period is open-ended – you decide how long you want to stay invested.
- Freedom to change your choice
You have total freedom to change your underlying investments. The minimum amount that can be switched is US$1,000 or currency equivalent in euros, British pounds, Swiss francs and Australian dollars.
Options
Your investment choices
Investors can choose from:
A highly guided list of funds selected by us, or their own collection of funds
A range of model portfolios constructed and managed in accordance with specific risk profiles and investment objectives
Guidance
How it works
Benefits
What offshore investment in the Global Collection Plan offers you
Access to a wide range of investment choices denominated in foreign currencies.
Freedom to change your underlying investments.
Access to capital.
Tax-efficiency and simplicity: Most funds don’t distribute interest and dividends, thereby reducing a client’s tax liability.
Insights
Access to your money
You can make ad hoc withdrawals, depending on the liquidity of the underlying investments.
You cannot make regular or scheduled withdrawals.
Charges
Tax and fees
Please speak to your financial intermediary to make sure you pay the correct fees and that you understand which fees you pay and why.
What is taxable
Taxation depends on investors’ personal circumstances. Glacier International has selected a wide range of roll-up funds (accumulating classes), resulting in Capital Gains Tax (CGT) only.
Capital gains will be triggered when you sell units by withdrawing or switching between underlying funds. CGT is applicable on foreign gains only and is calculated in the currencies of the underlying funds.
The Global Collection Plan is ideally suited to non-South African residents (who are not subject to South African tax) and for non-taxpaying institutions who wish to diversify offshore.
Our solutions
Expand your investment universe
Diversify your investment portfolio across countries and currencies.
- Our solutions
Glacier Offshore Investment Plan
Access different markets and currencies with less paperwork and more affordable investment minimums than traditional offshore investments.
Glacier International Global Investment Plan
Expand your investment universe by diversifying your portfolio across countries and currencies with tax efficiency and estate-planning advantages.
Glacier International Global Life Plan
Benefit from tax efficiency, estate-planning advantages and protection against creditors while accessing world-class investments.
resources
Find additional resources to support your financial journey
Downloadable resources
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| The definitive guide to Glacier International |
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The definitive guide to Glacier International
Additional resources
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| A practical guide to investing offshore |
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A practical guide to investing offshore