Sun Secured Advantage
LONG TERM, CONSISTENT INVESTING IS CRITICAL IN WEALTH MANAGEMENT & FINANCIAL PLANNING
This is a unique US Dollar denominated investment plan that provides you access to over 80 investment choices (ranging from variety of mutual funds to fixed rate accounts) under a single unified reporting platform, as well as several value added investment & wealth transfer benefits.
Sun Secured Advantage plan is structured under an offshore trust that aids wealth transfer. It provides you a wide array of investment choices and several wealth transfer benefits that assure you of the future welfare of your named dependants.
Your investment in Sun Secured Advantage provides you the ability to diversify your portfolio, hedge against your local currency devaluation and local market risks. It is also a platform for you to provide future income and an inheritance for your loved ones.
Other free benefits of Sun Secured Advantage include;
- Free and ingenious asset allocation model called the “Secured Future” that provides you with Capital protection and prospects for long term growth potential in the capital markets.
- Dollar Cost Averaging facility that allows you park lump sums in an interest earning account from where regular investments are made over time, thus avoiding bad market timing & investments at typically high prices in bullish markets.
- Liquidity options and ability to access capital gains easily
- Flexibility and ability to switch between the over 80 investment options on the plan at no cost.
The Sun Secured Advantage investment plan allows for two exit strategy choices;
- No Contingent Deferred Sales Charge (No CDSC) scheme with 100% allocation of invested amount in selected choice of funds/fixed rate accounts. (Exit fees apply over the first 5 years for this option).
- Contingent Deferred Sales Charge scheme with 100% allocation of invested amount in selected choice of funds/fixed rate accounts but no exit fees after 12 months. (Fees apply for this option)
If you would prefer your Relationship Manager to contact you please drop us an email or call our contact centre on +234 (0)1-2704611 – 4