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Important Information

This is only a summary and general introduction to the RL360 Regular Savings Plan. You should speak to your financial adviser and read the Regular Savings Plan literature before making an investment decision. We can only accept business that is introduced via a financial adviser.

RL360 Regular Savings Plan

A flexible offshore regular savings plan combining choice with quality global funds to help international investors build wealth for the future.

Introduction

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An affordable, flexible, regular savings plan for the offshore market

 

Our savings plan is a quality product for those who wish to save for their future regularly but flexibly - perhaps to supplement savings outside of a pension or other tax-advantaged vehicles. It provides the potential to build up cash for substantial future expenditures, such as paying education fees or supplementing income in retirement

 

Features of our Regular Savings Plan include the ability to:

 

  • Set up your plan up in 1 of 7 currencies including US Dollars, Euros and Pounds Sterling
  • Start saving with as little as USD 280 a month
  • Vary how much you save, or even take a payment holiday if your circumstances change
  • Select a payment term that meets your requirements - minimum 5 years
  • Qualify for bonuses added at the start, during and at the end of the savings term
  • Access more than 350 funds from industry renowned fund managers
  • Switch funds online and redirect future payments free of charge
  • Keep up to date with your plans progress via our Online Service Centre

 

Our Regular Savings Plan is designed for investors looking to save over the medium to long term.

 

 

Important Information:

This is only a summary and general introduction to the RL360 Regular Savings Plan. You should speak to your financial adviser and read the Regular Savings Plan literature before making an investment decision. We can only accept business that is introduced via a financial adviser.