Your long-term retirement goals are now possible.
Invest in your retirement, maintain 100% of your contributions and receive a higher tax-free lump sum at maturity.
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.
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.
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The objectives of ETISP and CETISP are:
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.