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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 the Momentum
Group, 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 GROUP

Momentum Wealth International is part of one of South Africa’s largest life
insurers, Momentum Metropolitan Life Limited, a division of Momentum Group
Limited, 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

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Global South Africa Momentum Mutual Fund ICC Limited
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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?

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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?

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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?

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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
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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 Group Limited.
Registered address: La Plaiderie House, La Plaiderie, St Peter Port, Guernsey,
Channel Islands, GY1 1WF Registered in Guernsey No. 30830.