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Linked Endowment

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  • Linked Endowment

Linked Endowment benefits

Transparency

No hidden fees or charges

Beneficiary benefits

Immediate payout to your beneficiaries in the event of your death.

Simplicity

Use your savings as security during investment term.

What you need to know

    • A versatile Linked Endowment Policy underwritten by UPIB Life

      • Allows you to craft a personalised investment solution to achieve specific objectives.

      • Also acts as a life policy.

      What do you get?

      • With guidance from an adviser, you can customise your portfolio to suit your current and future lifestyle goals.

      Terms and conditions apply.

          • It is imperative that investors receive impartial and accurate tax advice from an authorised tax professional.

            This long-term insurance policy, underwritten by UPIB Life, allows the life company to handle the tax—offering tax benefits for investors in higher income brackets.

            • You’ll receive the proceeds free of income and capital gains tax when you withdraw or when the policy matures.

            • The insurer will pay income and capital gains tax on the growth of the investment over the investment period at the applicable tax rates.

            • To start investing, all you need to do is:

              • Download and complete the forms below.

              • Email the forms to info@theunicornbank.co.za.

              • We’ll get back to you as soon as possible.

              Forms:

              • Investment form for Individuals

              • Investment form for Legal Entities

              Need something else?
              We have investment options to suit your budget and goals. Visit the Resources Page for more.

Explore your options

Guaranteed Product

Watch your money grow with guaranteed returns.

Investment options
Local
Access to funds
Five Years
Contributions
Lump sum

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