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- About
- Options
- Guidance
- Benefits
- Insights
- Charges
- Our solutions
- Resources
- Get in touch
About
Introduction
The Global Investment Plan enables you to expand your investment universe by diversifying your portfolio across countries and currencies.
- Minimum contribution
US$25,000 lump sum or the currency equivalent in euros, British pounds, Swiss francs and Australian dollars.
PLUS additional transfers of US$5,000 or currency equivalent in euros, British pounds, Swiss francs and Australian dollars.
- How long to invest for
The initial term is five years, after which it becomes open-ended.
- Freedom to change your choice
You have total freedom to change your underlying investments and there are no charges for the first four changes in a year. 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
Funds
We offer a wide range of investment choices across a number of foreign currencies. These choices include individual offshore funds, model portfolios - for investors who require guidance and simplicity, global shares and exchange traded funds.
The available funds are carefully selected from the vast universe of offshore funds, to simplify offshore investment.
Guidance
How it works
Benefits
What the Global Investment Plan offers you
Invest in as many of the available investment options as you like.
Tax administration is taken care of by Glacier International.
You can switch between investment options as the markets and your needs change.
You can nominate someone for ownership to ensure your investment can continue after your death.
If the policy continues in the name of a new owner, the policy benefit will not form part of the estate, helping you save on executor fees. The policy is also not subject to the charges and delays related to the legal administration of an estate.
Processes are simple and transparent, because all instructions are processed through one central point in South Africa.
Insights
Access to your money
In the first five years withdrawals are allowed, subject to certain restrictions.
After the first five years, any number of withdrawals can be made.
Charges
Tax and fees
Please speak to your financial advisor to make sure you pay the correct fees and that you understand which fees you pay and why.
What is taxable
Glacier International is responsible for the calculation, collection and administration of any tax due. The investor therefore has no personal tax administration to take care of.
The tax paid may be less than an investor would pay in their personal capacity, depending on their personal tax rate.
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 Life Plan
Benefit from tax efficiency, estate-planning advantages and protection against creditors while accessing world-class investments.
Glacier International Global Collection Plan
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.
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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| Navigate optimised model portfolios | ||
| Practical guide to offshore investing |
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Practical guide to offshore investing