Imagine the peace of mind that comes from having an investment that allows you to save for your dreams and goals, gives you access to your money at any time, and offers you payment flexibility without any penalties. Not just that, but a tax-free investment – an investment where you get your full investment return without being taxed on any of the growth you have earned.
With the Old Mutual Invest Tax Free Plan, you can have all that and more.
The TAX FREE Plan
The Tax Free Plan is a simple and transparent savings solution for your savings needs. All growth in the plan is completely tax free. The Tax Free Plan puts you in control of your savings and encourages you to save while giving you the peace of mind that you can access your money at any time.
KEY FEATURES OF THE TAX FREE PLAN
The Tax Free Plan gives you control of your investment by providing you with the following features:
- All growth on your plan is tax free.
- Transparent fees and charges.
- You choose how you want to invest – with lump sums, regular investments or a combination of both.
- You have full access to your savings from day one – with no penalties.
- You can increase, decrease or stop your regular investments at any time.
- The choice of a range of selected underlying funds to meet your unique investment needs.
- The option to switch your underlying investment funds as many times as you like, at no cost.
- There is no term attached to your plan so you choose how long and how often you want to invest.