Freedom to adapt
Some investments are specifically designed for the long term, and some for a shorter term. But, sometimes, your clients need the best of both worlds.
The 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 in to a particular regular investment amount or specific time-period.
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 (investment will grow virtually tax-free).
With the additional benefit of being free to take regular and partial encashments whenever your clients want*, the Managed Capital Account could give them just the freedom they need.
*Early encashment charges may apply.