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Client Letter Templates

These are partially prepared client directives, Eg. account withdrawals and closures. Clients are asked to download, fill out, submit/carry document and wait for confirmation.
Account Closure Letter
Account Withdrawal Letter
 
 
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Products

Balanced Portfolio

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Balance your portfolio and let diversification work for you.

Equity Portfolio

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Designed for the long-term investor. This investment provides a good hedge against inflation.

Fixed Income Portfolio

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A bond portfolio comprising mainly of G.O.J bonds that yields steady returns.

Nest Egg Account

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Use time as your ally and the power of compounding to help your investment grow tax-free.

$US Dollar Maximizer

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Invest regular US$ amounts consistently. A little goes a long way!

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