ADVERTORIAL: Choosing the right investment solution

NOW choosing the right investment solution for your customers has become a lot easier...

Do you have customers who are looking to invest a lump sum of R100 000 or more? Old Mutual Max Investments has launched an impressive new investment solution that offers an enhancement of up to 5% extra upfront.

Looking to invest a lump sum of R100 000 or more?

A single premium investment, XtraMAX offers competitive features and is undoubtedly the logical choice for investors who are looking for a cost-effective, long-term solution that aims to meet a range of their investment objectives.

It is suited to middle income and affluent customers who have lump sums to invest.These customers may be cost-sensitive and seek the peace of mind that comes from knowing that their money will be invested with a reputable and trusted financial institution.

This product is not aimed at the customer who wants access to funds within the first five years, or to customers who are looking to invest recurring premiums on a monthly or annual basis. XtraMAX is not suitable for customers who will want to cash out prior to five years.

XtraMAX offers the following competitive features:

• Up to 5% extra is added to the investment upfront
• Market-linked returns that are uncapped
• Low charges thanks to Old Mutual’s leverage in negotiating lower fees, as well as the lower fees associated with the tracker funds in which your customers’ money is invested
• A simple, streamlined fund selection process which allows you to quickly and easily create a portfolio of funds tailor-made to suit a range of your customers’ investment needs and objectives
• A fund that guarantees 85% of the highest daily unit price if the customer wants safety

These highly competitive investment features make XtraMAX truly compelling for customers as well as advisers and brokers – it is extra money that works for you from day one. Its low cost means higher returns and safety if you want it, hence being heralded as a real ‘win-win solution’ for all.

How does XtraMAX offer an enhancement of up to 5% extra upfront?

Through smart fund selection, negotiated fees and using our knowledge of financial markets, XtraMAX generates a portion of the extra value which is added to the investment upfront. We are able to generate this extra value because the investor commits their money in particular investment funds with us for five years. The other portion of the extra value is recouped from the investor over the first five years.

With such a compelling range of features and benefits, it’s easy to see why XtraMAX is the logical choice!



For more information on this innovative new solution from Max Investments, visit www.xtramax.co.za