Full Proposal

Once you have reviewed your Preliminary Investment Proposal and we have received your scenario choices – we then create a Full Investment Proposal for you.

Your Full Investment Proposal is based on your two personal scenario choices and will include detailed information on the mutual fund/s and/or life bond product.

Your Full Proposal includes:

• Your selected mutual funds objectives
• How the funds plan to achieve this
• What the funds invest in and where
• Cumulative performance since inception
• Annualized rate of return
• Risk factors
• Minimum investment amount; and more

Once you have received your Full Investment Proposal and read through all the associated documents, you will be ready to invest. The investment process is detailed in a ‘Next Steps’ guide, which you receive along with your Full Investment Proposal.