The Clientèle Wealth Plan is a long-term investment plan (20 years) managed by professional fund managers who will invest in shares listed on the Johannesburg Stock Exchange as well as other assets such as cash and property.
From R500 per month, choose the Clientèle Wealth Plan and benefit from saving money each month!
Why the Clientèle Wealth Plan?
- A 20 year savings plan with a trusted partner;
- Top class investment plan managed by professional Fund Managers;
- Get into the habit of saving and make your future memorable.
Downloads:
Clientèle Wealth Product Brochure
Wealth Plan Effective Annual Cost
Clientèle Combined Product Brochure
Encahsment Request Form
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