ONSHORE

LISP PLATFORM WITH UNIT TRUSTS

• Flexible
• Large choice of funds
• Tax friendly
• Risk rated by Mandate
• Cost effective
• Internet access

DIRECT UNIT TRUST

• Choice of Platform
• Tax friendly
• Risk Rated
• Large choice of funds
• Internet access
• Liquidity

SHARE PORTFOLIO WITH OLD  MUTUAL PRIVATE CLIENT SECURITIES

• Bespoke Personal Portfolio
• Tax friendly
• Flexible
• Appointed Broker
• Risk rated by Mandate
• Cost effective
• Internet access
• Liquidity

OLD MUTUAL TREASURY ADVISORY SERVICES

• Cash, Call and Fixed Deposits
• Flexible
• No Risk
• Internet access
• Liquidity

PRIVATE EQUITY

• Fixed Term – 5 to 10 years
• High Risk
• High Returns
• Not Flexible / Liquid
• Internet access

SKYBOUND CAPITAL SA PRISM

• Guaranteed Growth
• Low Risk
• Quarterly withdrawals
• Tax friendly
• Ideal for Retirement Funds
• Internet access