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Invest in an Endowment

The PSG Endowment is a pure investment product.

The main objective is to provide medium- to long-term savings or capital accumulation. It is ideal if you require a tax-efficient forced savings product to accumulate funds for a specific purpose. The Endowment is also well suited to those who have a high average tax rate due to the lower tax on interest and capital gains applicable.

An Endowment has a minimum statutory five year investment period that provides a further incentive to save and gives you the option of taking regular tax-free income once your investment has matured.

To find out more about the PSG Endowment, please click on the links below:

Endowment Application Form Endowment Factsheet
Appendix 2 – Disclosures
Portfolio Selection List
Appendix 3 – FICA Requirements Additional Contribution Form