Designed for discerning investor retirees who prefer not to have a fixed income that ends with zero value upon their passing. Instead, they seek control over their investments and the ability to leave any remaining fund value to their loved ones.
With King Alexander, 100% of your advice fees, investment fees, costs, and charges are refunded to you, which you can access at any time.**
Retirement Annuities (RAs) are ideal for investors with taxable income not yet utilized for retirement purposes, as contributions are potentially tax-deductible.
With King Alexander, 100% of your advice and investment fees, costs, and charges related to your RA, Provident, and Preserver Funds are refunded to you. These refunds can be accessed at any time and can even be used for further contributions to your RA.**
Preferred by higher-rate taxpayers who may incur less tax using this product compared to other investments.
Taxpayers are typically aware of Executor Fees on their estate. However, with King Alexander, we cover the Executor Fees on your investment, paying them directly to your estate or nominated beneficiary. This benefit is provided at no additional cost.**
Investors primarily choose unit trust plans for the total flexibility to access their investment and its growth at any time.
With King Alexander, the full potential of this plan is realized through GaranT cover, which provides a safety net in case of death, making it less daunting to invest in the stock market.**