How to Start a Lifeflex Account?

INITIAL INVESTMENT

You must determine a total savings target or “Total Investment” (number of years of savings times by the annual investment amount);

The Security Deposit - 5% of the Total Investment must be invested within six months to establish your LifeFlex account.

You would not consider it as a free because you will get it back upon the maturity of your LifeFlex account.

To reach Security Deposit quickly, you should ideally pay at least three months of payments in advance, before you start to make your regular payments.

REGULAR INVESTMENTS

All money contributed is invested into your chosen portfolio strategy;

On maturity, the total current value of your portfolio
is available to you without penalty providing you have reached the amount of your Total Investment within the period of time agreed at the start.

Charging Structure

Each investment amount will be subject to a 5.5% initial charge (4.5% if you pay by credit/debit card);

Annual administration fee of an equivalent of USD 80;

There is no other charge * against your LifeFlex account. (other than for exceptional requests, eg. After three free portfolio switches there is a charge os US$ 65)