Adviser Certificates - AXA, North and Elevate

  • 616 views
Uploaded on

North Investments …

North Investments
Markets are unpredictable – they can move up, down or even sideways. So what’s the solution if you want to grow your wealth, but also want to protect what you have?

Is it possible to invest in growth assets without the downside?

You can with North.

North is AXA’s innovative guaranteed capital and income solution for Australian investors and retirees.

Our Protected Growth and Protected Investment guarantees protect your initial investment and can even lock-in any growth, giving you confidence – no matter what is happening in the markets. And, our Protected Retirement guarantee allows you to remain fully invested in the assets of your choice while still providing the security of a guaranteed retirement income for life.

North is available for superannuation, pension or ordinary money investors, and offers a choice of over 130 underlying investments (40 with a guarantee).

North is flexible and open-ended which allows contributions and withdrawals, as well as transition to retirement pensions.

More info: http://www.north.axa.com.au/axa/north.nsf/Content/Home



North Personal Super and Pension

Importantly, we can guarantee your investment against loss. With turbulent markets this is a distinct advantage. This is a time of caution and capital preservation. Simultaneously, it is a time to seek the right opportunities. With North, you can do both.

North offers two flexible investment plans for Australians who are either planning their superannuation or currently in retirement:
1. North Personal Superannuation, and
2. North Personal Pension

We offer access to three optional guarantees

Protected Investment guarantee*
The Protected Investment guarantee option (available over 6 and 8 year terms) guarantees to return all initial capital, all contributions, plus will lock in any growth as a result of positive investment performance every two years, provided your Account Value exceeds your Protected Balance on your Guarantee anniversary date.

Protected Growth guarantee*
The Protected Growth guarantee option (available over 10 and 20 year terms) guarantees to return all initial capital, all contributions, plus will lock in any growth as a result of positive investment performance each year, provided your Account Value exceeds your Protected Balance on your Guarantee anniversary date.

Protected Retirement guarantee*
The Protected Retirement guarantee allows you to remain fully invested in the assets of your choice while still providing the security of a guaranteed retirement income for life. Your Income Benefit is guaranteed for life even if you run out of your own funds while in retirement.


AXA’s Elevate – helping your clients build a successful and secure future.

Read more: https://adviser.axa.com.au/adviser/news/home.htm

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
616
On Slideshare
0
From Embeds
0
Number of Embeds
1

Actions

Shares
Downloads
2
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide