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How to Apply: Investec Asset Management Ltd
Registered Office: Guernsey, Channel Islands
Website: http://www.investecfunds.com/os-index.html
Products: Managed investment funds
Other Info: Product brochures and application forms available online
Special Offers: None at this time.
Our Offer:

Morgan Chapel offers you the most cost-effective entry to Investec products, GUARANTEED!

These rebates are paid to you in addition to any special offers or enhancements offered by Investec and apply to all new business as well as top-ups to existing policies.

Single Premium Policies:
Single Contributions* Benefits enhanced
US$25,000 to 49,999 1.0%
US$50,000 to 99,999 1.5%
US$100,000 to 249,999 2.0%
US$250,000 to 499,999 2.5%
US$500,000 or more POA
Referrals:
US$100* is payable to each Morgan Chapel client who refers new Investec business.
* or equivalent in denominating currency
How to Apply:
  • Product Application Form, download, print and complete website. Otherwise Email Morgan Chapel to request literature by post
  • Customer Verification, get photocopies of each applicants' passports "certified as true copies" by your Embassy, Consulate or High Commission
  • Email Morgan Chapel to confirm application and process details

On receipt of your application and other documents we will forward them on with your cheque or other method of payment direct to Investec without delay. We will acknowledge receipt to you and confirm rebate details within 48 hours. You will receive policy documents from Investec setting out details of the investment within 2 weeks of policy commencement. Rebates for single premium policies will be paid approximately 1 month after policy commencement.


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