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HOLLARD

Anchor Capital has contracted with Hollard Investments to utilise a portion of their approved, assessed tax loss for endowments. There is a scarcity factor attached to the assessed loss, due to changes in the Four Funds tax methodology last year. The ultimate benefit to the investor, either as an individual or a local trust with natural persons as beneficiaries, is that investment returns are tax free for a period of at least 5 years in the hands of the investor, with the exception being a dividend withholding tax (DWT) which is still payable at 20%. Investors are also able to access the full suite of Anchor Capital products, ranging from unit trusts and hedge funds, to segregated share portfolios, both local and offshore (via an asset swap).

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WHY SHOULD I INVEST?

This structure is ideal for an individual or trust looking to make a long-term investment, who are tax-sensitive and who would like to invest into one of Anchor's range of products.

RISK PROFILE:

Because a range of products is available, the risk profile of the investment is determined by the client

MINIMUM INVESTMENT

R100 000 for funds and R1 000 000 for share portfolios.

FEES:0.99% endowment fee, 0.10% share portfolio, 0.20% asset swap, and then the underlying management fee of the product invested in.

HOLLARD

A tax-free endowment for a period of at least 5 years with access to the full suite of Anchor products.
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EIBL

A tax-friendly structure enabling clients to trade in and out of shares without triggering tax events.
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OMI WRAPPER

The Investment Portfolio Plus is a life wrapper issued by Old Mutual Isle of Man.
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S42

An effective diversification tool for high net worth clients who have significant exposure to a single stock through historic holdings and would benefit from the professional benefit that a fund provides.
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YOUR NEEDS

Submit your details and we’ll give you a call back to assist and advise you on your investment.

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