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Cost-effective access to offshore markets

Diversifying your portfolio can enhance your long-term returns and protect your savings from currency fluctuations. Our offshore solutions give you cost-effective and convenient access to international markets.

Investec GlobalSelect Investment Portfolio

Get cost-effective access to offshore funds with the convenience of easy access to your money at any time.

Investec GlobalSelect Access

Invest in a range of offshore funds while benefitting from favourable tax rates, with access to your money after five years.

Investec GlobalSelect Investment Portfolio


This solution provides you with access to a range of quality offshore funds in a convenient and cost-effective way:

  • Access to your money at any time
  • You choose the currency and bank account in which you want to receive your proceeds
  • Tax reporting support eases the burden of offshore investment tax regulations
  • Access to our quality offshore funds covering all asset classes

Who is this suitable for?

This solution is ideal for investors who:

  • Want access to their money whenever they want
  • Want to use their R10 million annual offshore allowance or their annual R1 million single discretionary allowance
  • Want to transfer money from other offshore funds
  • Plan to relocate to another country
  • Have received an offshore inheritance and want to keep these assets on foreign soil

The benefits of investing in Investec GlobalSelect Investment Portfolio

  • Access to your money at any time
  • You choose the currency and bank account in which you want to receive the proceeds
  • Tax reporting that reflects capital gains tax and/or interest earned in rand terms to ease the burden of offshore investment tax regulations
  • Access to our quality-approved offshore funds covering all asset classes
Invest now

Investment minimums

  • Initial: US$25 000
  • Additional: US$10 000 (or equivalent amounts in euros or sterling)

Tax implications

Income tax

  • Levied at your marginal rate

Capital gains tax

  • The first R30 000 gain per year is tax exempt
  • All tax is levied in the hands of the investor

Investec GlobalSelect Access (Offshore Endowment)


If you are subject to a tax rate of more than 30% and can stay invested for at least five years, this solution enables you to enjoy the benefits of diversification with tax benefits:

  • Reduced tax rates
  • No tax administration – we take care of the administration, you do not have to maintain tax records, declare tax or pay tax
  • Access to our quality-approved offshore funds covering all asset classes

Who is this suitable for?

This solution is ideal for investors who:

  • Are subject to a tax rate of more than 30%
  • Can stay invested for at least five years
  • Want to use their R10 million annual offshore allowance or their annual R1 million single discretionary allowance
  • Want to transfer money from other offshore funds
  • Plan to relocate to another country
  • Have received an offshore inheritance and want to keep these assets on foreign soil

The benefits of investing in Investec GlobalSelect Access

  • Reduced tax rates
  • No tax administration – we take care of the administration, you do not have to maintain tax records, declare tax or pay tax
  • Access to our quality offshore funds covering all asset classes

The benefits as an estate planning tool

  • No capital gains tax is payable when the policy is transferred into the name of the beneficiary following the policyholder’s death
  • No executors’ fees are levied where the deceased policyholder has nominated a beneficiary
  • If the spouse is the nominated beneficiary, no estate duty is payable
  • The proceeds are transferred directly to the beneficiary, as opposed to being frozen with other assets in the deceased’s estate
  • Multiple beneficiaries are allowed
Invest now

Investment minimums

  • Initial: US$25 000
  • Additional: US$10 000 (or equivalent amounts in euros or sterling)

Access to your money

  • One interest-free loan and one surrender during the first five years
  • Regular withdrawals after five years
  • You select the currency and bank account (anywhere in the world) in which you want to receive the proceeds

Tax benefits

Tax is deducted within the policy at the following rates:

  • 30% on income (if any)
  • 9.9% on capital gains
  • 9.9% on capital gains for South African resident beneficiaries of foreign trusts
  • Proceeds, when received, are tax free in terms of current revenue practice

You have two options for investing in a Investec GlobalSelect Investment Portfolio.

Invest through a financial advisor

Getting expert advice about your investment choices can give you financial peace of mind. We have a list of financial advisors from across the country who have the appropriate qualifications and licences to help you make informed investment choices.

Complete and submit your application

Download the pdf application form and complete all the relevant sections.
Email your completed form to imsinstructions@investecadmin.com

 

 

Invest through a financial advisor

Getting expert advice about your investment choices can give you financial peace of mind. We have a list of financial advisors from across the country who have the appropriate qualifications and licences to help you make informed investment choices.