Invest Towards Your Goals

Plan Objective: Saving for education

Investment Horizon: Five years

Minimum Holding Period: 6 Months

Risk Profile: Low to Medium

Investment instruments: Fixed income instruments (Money Market and Bonds)

Base Currency: Naira

• Financial security for your beneficiaries’ education plans.
• Education-focused investment that is disciplined.
• Investors have a variety of contribution alternatives to guarantee that financing children’s education is simple.
• Assurance that your children’s educational requirements are being met and safeguarded.
• The Plan is designed in such a way that the assets are not subject to estate tax or probate.
• The plan holder can determine how any residual funds after all beneficiaries’ schooling is completed are spent.
• In the event of the investor’s death, the portfolio value plus the sum promised will be used to fund their beneficiaries’ education through a trust.

• Investors can pick from a variety of options to help them with their financial planning, up to a maximum sum insured of 18,000,000.00 per investor.
• At inception, investors will sign a simple, bespoke account opening document that includes a Trust Deed and the Insurance terms.
• Investors must stay in the plan for at least 6 months (making all agreed-upon payments) to be eligible for the sum insured in the event of a risk.
• Investors can make contributions on a monthly, quarterly, bi-annual, or yearly basis.
• To encourage disciplined investment, investors must forfeit 40% of accrued earnings if they withdraw from the plan early.