Personal Share Portfolios

A Personal Share Portfolio is a portfolio of directly owned securities such as equities, bonds and derivatives. The stockbroker selects the securities based on specific investment objectives and risk profiles.

Your clients can select a Personal Share Portfolio (PSP), structured to achieve specific outcomes, from a reputable stockbroker and house it in their Classic Linked Life Annuity. In the near future, they will also be able to house it in their pre-retirement product (Classic Retirement Annuity Fund and Classic Preservation Plans).