Investment Solutions Life Insurance

Investment Solutions Life Insurance forms part of Investment Solutions Limited, an industry giant in the provision of multi-manager investment portfolios in South Africa. The company was established in 1997 and has since taken command of over R200 billion worth of assets under its management. This is clear testimony of the confidence that the retirement fund industry has in the company.  The company not only applies proven methodology in the construction of risk-profile solutions but also adopts an innovative and creative approach in delivering investment expertise to both private and institutional investors.

Investment Solutions Life Insurance endorses the CRISA or Code for Responsible Investing in South Africa and is also a signatory to the United Nations Principles for Responsible Investment. This means that the company is committed towards ensuring that clients achieve the best possible returns at acceptable levels of risk. Investment Solutions Life Insurance actively collaborates with major players in the SA asset management industry in order to encourage asset managers to incorporate appropriate responsible investing aspects into their investment decision making processes.

Investment Solutions Life Insurance offers a wide range of portfolios which are designed to meet the requirements of institutional and individual investors. The company’s innovative approach to investment management ensures that there is a product for you at every stage of your life. There are many different investment options available through the unit trusts which offer a short term focus and the retirement products ideal for long term investment solutions. Investment Solutions Life Insurance makes the process of choosing the right investment solution easier for clients by providing a team of financial advisors to offer their expert advice. The individual advisor is tasked with the mandate of analyzing the various investment solutions and using this information to make recommendations to individuals or businesses.

Investment Solutions Unit Trusts

There is a wide range of local and global unit trusts.

Personalised Portfolio Plan

The Personalised Portfolio Plan offers a cost-effective investment solution over the short-term.

Wealth Creator

The Wealth Creator offers clients who have already made provision for their retirement with the opportunity to make further investment for five years or longer.

The Preservation Pension Fund

In the event that you are retrenched or resign, the Preservation Pension Fund enables you to transfer your retirement benefit to a preservation fund without any tax obligations.

The Preservation Provident Fund

The Wealth Creator offers clients who have already made provision for their retirement with the opportunity to make further investment for five years or longer.

The Pension Fund

The Pension Fund portfolio is available to employers who wish to provide retirement benefits to their employees or group of employees.

The Provident Fund

The Provident Fund portfolio is available to employers who wish to provide retirement benefits to their employees or group of employees in an umbrella provident fund.

The Retirement Annuity Fund

The Retirement Annuity Fund is available to clients who wish to provide a boost to their retirement benefits. This option is also an ideal supplement to your retirement funding with investment transparency and maximum tax efficiency.

Compare Life Insurance

 

Investment Solutions Contact Details:

Tel: +27 11 505 6000 +27 21 401 9900
Email: info@investmentsolutions.co.za
Website: www.investmentsolutions.co.za

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