The Sanlam Wealth Edge Endowment Plan allows investors to take maximum advantage of investment markets runs while providing an optional protection strategy to lock in gains. This is made possible through a unit price guarantee on selected investment funds, which limits losses during market downturns.
Reduced minimums: limited offer
For additional peace of mind, we have – for a limited period only – reduced the minimum investment amount for the Wealth Edge Endowment Plan from R100 000 to R50 000, allowing investors who are more cautious to commit a smaller amount to the markets, thereby limiting their overall risk of losses while they still enjoy the extraordinary benefits of the Wealth Edge Endowment Plan. These benefits include:
 | A head start in the market, with an additional 8% allocation to the initial investment amount. |
 | Easy and flexible investing, with access to a carefully curated range of investment funds, including risk-profiled solution funds. |
 | Optional protection against market falls through a unit price guarantee on selected investment funds. |
These benefits complement the standard endowment plan benefits, such as a , estate-planning benefits, tax-efficiency and insolvency protection.
Process
- The reduced investment amount is available on the updated Sanquote package.
- No manual processes need to be followed.
- Please contact your Glacier representative for more information.
- Read more about the Sanlam Wealth Edge Endowment.
