Equity Tax Incentive Savings Plan & Corporate Equity Tax Incentive Savings Plan (ETISP & CETISP)

Earn An
Income For Life

Your retirement journey starts today with higher earnings on contributions that grow as you grow older.
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Features & Benefits

Your long-term retirement goals are now possible.

Contributions are Tax Deductible

Invest in your retirement, maintain 100% of your contributions and receive a higher tax-free lump sum at maturity.

Diversified Portfolio

Receive higher earning potential through a diversified portfolio of debt securities and equities. Price per unit is calculated daily and income in reinvested in the fund.


Flexibility

Choose and change your maturity date between the ages 50–70 and select your preferred annuity provider at maturity. You also have the option to appoint or change your beneficiary at any time.

Who Should Invest in This Plan?

You should invest in this plan if you are:
  • At least 18 years old.
  • Interested in a long-term investment.
  • Building a retirement nest egg.
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The Trust Deed, Disclaimer and other legal documentation should be read in its entirety before investing in this plan and are available for viewing at our branches.

ETISP & CETISP Plan Performance​

Annual ReturnDateNAVYTD Return*20232022202120202019
ETISP20/12/20242.3628-7.68%-7.90%-7.58%21.76%-6.36%8.45%
CETISP20/12/20242.5270-9.01%-8.90%-6.74%24.40%-8.22%8.58%

Frequently Asked Questions (FAQs)

The objectives of ETISP and CETISP are:

  • To achieve long-term growth primarily through income and capital appreciation in order to provide investors with returns that will assist in meeting their retirement goals.
  • It seeks to improve long-term investment returns by investing primarily in equity securities.

ETISP provides individuals with the opportunity to save towards their retirement, whilst benefitting from reducing their tax payments. The plan allows individuals to achieve potentially higher long-term investment returns through a larger allocation to equity securities. Whereas CETISP allows companies to make contributions on behalf of their employees to enhance their pension benefits. The plan potentially achieves higher long-term investment returns through a larger allocation to equity securities.

You can invest with as little as $100 monthly.

You can call to make an appointment with one of our Financial Advisors or click here to see our Resource Centre.

For the full list of FAQs, click here.

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(Only for Corporate Equity TISP)
(Only for Corporate Equity TISP)
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