SwissFin – The Income Plan for you
These plans are an ideal instrument for investors that seek capital and income guarantees, as well as a tax-break.
The following features need to be remembered »
- Income and capital is guaranteed.
- The investor can draw no income (growth plan), a defined amount, or the maximum income monthly, quarterly, half-yearly or yearly.
- Approx. 80% of the income is tax-exempt.
- The funds are only placed with highly rated insurance companies.
- The minimum term is 5 years.
Need more information?
Tel: +27 (21) 551 3331
