Freedom to adapt
Some investments are specifically designed for the long term and some for a shorter term. But sometimes you need the best of both worlds.
The Old Mutual International Managed Capital Account is a medium to long-term (meaning 5 to 10 years or longer) investment account. It provides a tax-efficient investment vehicle that doesn’t tie your clients into a particular regular investment amount.
Your clients can make lump sum or regular investments, and they can stop, start or vary their contributions whenever they want, making it an ideal solution for:
- building funds for a child’s education
- saving for retirement
- tax planning (as the investment will grow virtually tax-free).
With the additional benefit of your clients being free to take regular and partial encashments whenever they want*, the Managed Capital Account could give your clients just the freedom they need.
*Early encashment charges may apply. Depending on your client's jurisdiction, there may also be tax implications.
This product may not be available in certain countries within this region – please speak to your Old Mutual International consultant for more information.