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* Log in * Why Guernsey? * Solutions arrow_drop_downarrow_drop_up * Global * South Africa * Momentum Mutual Fund ICC Limited * Our benefits * About us * FAQ's * call * Log in MOMENTUM WEALTH INTERNATIONAL Welcome to our offshore investment platform, where investing in various options in 1 place has never been easier. Investing offshore can seem tricky, but with more than 20 years of delivering excellence and the latest technology at your fingertips, we make it a personalised and exciting journey for you. YOUR GATEWAY TO GLOBAL INVESTMENTS REPUTABLE AND SECURE We're dedicated to helping South African and international clients achieve their investment goals through a user-friendly platform. As part of Momentum Metropolitan Holdings, our platform offers clients a reputable and secure service. EMPOWERING FINANCIAL ADVISERS We empower financial advisers with the information and resources to make informed investment decisions and help their clients achieve their financial goals. RELENTLESS CLIENT FOCUS Investing offshore is an exciting journey where we put you at the centre of everything we do. Start investing today and take the first step towards a brighter financial future. ABOUT MOMENTUM METROPOLITAN HOLDINGS Momentum Wealth International is part of one of South Africa’s largest life insurers, Momentum Metropolitan Life Limited, a division of Momentum Metropolitan Holdings Limited (MMH), a listed entity on the Johannesburg Stock Exchange (JSE). The group operates in 11 countries and employs more than 16 000 staff worldwide. With us, you benefit from the uncompromising stability and security that our reputational armoury provides, as well as a significant market cap of USD1.3 billion, assets under administration of USD52 billion and operational backing of the broader group. Learn more launch WE SUPPORT YOU AND YOUR BUSINESS THROUGHOUT YOUR JOURNEY TO SUCCESS * Starting your clients’ investing journey * Enhancing your advice process * Supporting your business process STARTING YOUR CLIENTS’ INVESTING JOURNEY Our comprehensive investment platform is designed to offer a broad range of investment capabilities to help you grow, preserve, and manage your client’s investments. We provide a highly-personalised suite of services with the tools and support you need to give your clients more certainty. ENHANCING YOUR ADVICE PROCESS To enhance your advice process, our solutions integrate seamlessly with your business, giving you the flexibility to manage your client’s investments in the way that best suits you. With our tailored approach, you can sculpt personalised experiences that will leave your clients confident about their financial future. SUPPORTING YOUR BUSINESS PROCESS With access to advanced insights, technical support, and a world-class investment platform, you’ll have all the tools you need to succeed. Our comprehensive support can help you elevate your business process and streamline your operations, giving you more time to focus on what really matters: your clients. OUR SOLUTIONS chevron_left Global South Africa Momentum Mutual Fund ICC Limited chevron_right PERSONAL PORTFOLIO The Personal Portfolio is ideal if you want to invest for the medium- to long-term and you are looking for maximum flexibility and liquidity in your offshore investment. Minimum investment USD25 000 or currency equivalent. Investment period Medium- to long-term, however, clients can access their money in their investment at any point. Features Wide range of investment choices – more than 1 100 international funds to choose from. Access to multi-currency funds within 1 contract. Consolidated valuation reporting via our secure website or through the appointed financial adviser. Clients have full access to their investments without penalties or restrictions. Single or multiple ownership. INTERNATIONAL PORTFOLIO BOND The International Portfolio Bond is ideal if you require a diversified offshore investment portfolio in an insurance contract. Minimum investment USD25 000 or currency equivalent. Investment period Medium- to long-term, however, clients can access the money in their investment at any point, and it may be subject to early encashment charges. Features Wide range of investment choices – more than 1 100 international funds to choose from. Access to multi-currency funds within 1 contract. Consolidated valuation reporting via our secure website or through the appointed financial adviser. Multiple policy option - the contract provides the option of either a single underlying policy or 100 underlying policies at the start of the contract. The single policy option will only ever have one policy, even if additions or redemptions are made. The number of policies under the 100 policy option changes when additions or redemptions are made, and whole policies are subsequently added or redeemed. REGULAR SAVINGS PLAN The Personal Portfolio Regular Savings plan is ideal for clients who want to invest regular amounts without any penalty when they stop the regular investment amount. Minimum investment USD1 000 or currency equivalent every month (and a minimum of USD500 or currency equivalent per fund per month). USD10 000 or currency equivalent optional lump sum amount. Investment period Medium- to long-term, however, clients can access the money in their investment at any point. Features Wide range of investment choices – more than 1 100 international funds to choose from. Access to multi-currency funds within 1 contract. Consolidated valuation reporting via our secure website or through the appointed financial adviser. Learn more INTERNATIONAL INVESTMENT OPTION The International Investment Option is ideal if you have a medium- to long-term investment horizon and require maximum flexibility and easy access to the money in your offshore investment contract whenever needed. Minimum investment USD25 000 or currency equivalent. Investment period Medium- to long-term, however, clients can access the money in their investment at any point. Features Contributions in USD, EUR, GBP CHF, AUD, HKD, and JPY. South African Rand not accepted. Your tax liability will depend on your circumstances and where you are domiciled or resident for tax purposes. Clients can withdraw money from their investments at any time Invest in a combination of the investment options on offer in 1 contract. Multi-currency reporting per contract. INTERNATIONAL ENDOWMENT OPTION Ideal for clients who want a diversified offshore investment portfolio housed within an insurance contract. It combines the advantages of an insurance product (such as tax planning) with a broad choice of underlying investment funds. Minimum investment USD18 000 or currency equivalent. Investment period 5 years and longer. Features Contributions in USD, EUR and GBP. South African Rand not accepted. Income and capital gains tax are calculated within the contract, and we handle the tax reporting and administration. Liquidity with 100 underlying policies. Invest in a combination of the investment options on offer in 1 contract. Multi-currency reporting per contract. Learn more Momentum Wealth International operates the Momentum Mutual Fund ICC (Incorporated Cell Company), a Guernsey-based umbrella structure comprised of many funds (called Incorporated Cells, or ICs). Each IC is a separate legal entity and can have different investment strategies and sub-investment managers. This means that the ICC is an ideal investment structure to house not only our Momentum-branded funds but also funds for South African Category 2 licence holders looking for a flexible and cost-efficient unitised solution for their clients. Learn more FREQUENTLY ASKED QUESTIONS WHAT ARE THE BENEFITS OF INVESTING OFFSHORE? expand_more Investing offshore can provide benefits such as market and currency diversification, potential tax advantages, asset protection, and access to specialised expertise. However, it also involves risks such as currency risk, geopolitical risk and regulatory risk. It’s essential to consider the risks and benefits carefully and consult with a qualified financial adviser or investment professional. WOULD I NEED A SEPARATE WILL FOR OFFSHORE INVESTMENTS? expand_more In Guernsey, the principle of freedom of testation applies to the law of succession. This means that individuals are free to dispose of their estates on death. Some product features allow for succession planning, but it would be best to consult your financial adviser. Depending on your residency status, the impact on your estate may vary in different countries. For example, South African residents may choose to deal with their Guernsey assets in the product itself or their South African Will. They may even draft separate Wills for their assets situated locally and in Guernsey. Watch the video about probate to understand when it will be applicable and how it may be avoided in certain instances. WHY USE AN INVESTMENT PLATFORM? expand_more Investment platforms can help advisers provide comprehensive and efficient investment solutions while improving the client experience. Momentum Wealth International provides advisers and clients with a convenient and accessible way to invest in the financial markets and grow their wealth over time. View more FAQs HOW TO INVEST OFFSHORE WITH US We believe your investment decisions are important and should not be made without expert financial advice. For this reason, our products are only available through licenced financial advisers. Learn more cookie We use cookies to optimise the user experience of our website. Want to know more? Read our Privacy Notice. close warning amber To enhance your user experience on our site, learn more about our supported browsers close warning amber Your browser's cookies are disabled. Enable cookies to ensure our website functions correctly. View our Privacy Notice. close Home Why Guernsey? About us Our benefits Frequently asked questions Contact us Solutions Global South Africa Momentum Mutual Fund ICC Limited Legal Important notices Terms and Conditions Privacy policy Conflict of Interest Management Policy (pdf) launch Complaints Handling Procedure (pdf) launch Momentum Wealth International Limited is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International Limited is an authorised Financial Services Provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. A member of Momentum Metropolitan Holdings Limited. Registered address: La Plaiderie House, La Plaiderie, St Peter Port, Guernsey, Channel Islands, GY1 1WF Registered in Guernsey No. 30830.