Product details
The Loewen Investment Portfolio is a combination of your existing or a newly-created bank securities account and a so-called “wrapper” (insurance cover). The wrapper means the insurer acts vis-à-vis the bank as the beneficial owner, and the name of the investor is therefore no longer known to the bank.
The Loewen Investment Portfolio enables you to pass your assets on to your family members in a carefully-controlled and regulated manner, and means you can designate individual beneficiaries.
The Loewen Investment Portfolio does not become part of your estate when beneficiaries are named, and will continue to be paid out even if the estate is renounced. In addition, in the case of the Loewen Investment Portfolio no obligatory portions need to be taken into account, it cannot be pledged, and consequently offers you full protection even in the event of insolvency.
By means of freely-selectable asset investments and an individually-determined investment concept, the Loewen Investment Portfolio offers you full flexibility and higher returns upon maturity. In addition to all standard investment forms, hedge funds, closed funds, private equity funds and tangible assets (such as real estate, artworks, jewellery etc.) can also be contributed. Your capital is available at all times, and Loewengroup tailors the investment strategy to your objectives and age.
With the Loewen Investment Portfolio you will enjoy privileged tax status. This is because all interest, dividends and reinvested earnings flow to you tax-free throughout the duration of the investment.
