Savings and Investment Products

With a wide range of savings products, unit trusts, ETFs, ETNs and unitised life funds, WealthFoundry enables financial advisors to design and manage personalised financial plans for investors.

Investment Account

Invest in a range of investment options, from domestic and offshore index tracking and passively managed funds to actively managed funds.

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Tax Free Savings Account

Start saving for those short or long-term goals free of any tax concerns.

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Retirement Annuity

A personal pension plan that is highly flexible and tax-efficient.

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Preservation Fund

A retirement fund that invests the proceeds of a pension and/or provident fund when you change employer, upon resignation, dismissal or retrenchment.

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Forlife Living Annuity

An innovative product combining the flexibility of a living annuity with the security of a lifetime income.

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Investment Policy

With a minimum investment term of five years, this is suitable if your marginal tax rate is higher than 30%.

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Group Tax Free Savings Account

A cost-effective, tax-efficient savings product which enables employers to offer a general savings solution to their staff.

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Group Retirement Annuity

A group administration arrangement that allows employers to offer a cost-effective, tax-efficient and portable retirement savings solution to their staff.

Employees retain all the benefits of investing in an RA, with contributions linked seamlessly to their salaries.