Slide 1: Discovery Dollar Capital 200+
Discovery Dollar Capital 200+ Clients can get 100% return* in USD if global shares are flat or positive 2 August 2024 tranche Valid from 13 May 2024 to 19 July 2024 * Before the effect of fees and taxes, product rules and T&Cs apply
Slide 2: Discovery Dollar Capital 200+
DISCOVERY DOLLAR CAPITAL 200+ PAYOUT SCENARIOS Discovery INVESTMENT Dollar DETAILS Capital 200+ This international structured note gives clients the possibility of a 100% gross return in USD after five years, before the effect of admin TECHNICAL fees, advice fees and capital gains taxes if the under
Slide 3: How it works
DISCOVERY DOLLAR CAPITAL 200+ How it works The Discovery Dollar Capital 200+ is a five-year investment based on a global share portfolio of US, UK, European, Asian and Australian companies. If this Important notes about this offer hen we refer to the 100% return or W 100% PAYOUT global share portfol
Slide 4: Who should invest?
DISCOVERY DOLLAR CAPITAL 200+ Who should invest? Low Low-mod Moderate Mod-high High PAYOUT SCENARIOS Suited to clients who want the following: Clients should not invest in this if they: Equity returns – returns linked to equity markets with a high return if the global share portfolio is positive. Ne
Slide 5: More information about this current offer
More information about this current offer DISCOVERY DOLLAR CAPITAL 200+ 100% gross return in US dollars after five years The Discovery Dollar Capital 200+ is designed to give clients a minimum return in US dollars of 100% before the effect of fees and taxes over five years, if the portfolio of Europ
Slide 6: Conditional downside protection, currency exposure, currency enhancer
DISCOVERY DOLLAR CAPITAL 200+ Conditional downside protection If the global share portfolio provides a negative return at the end of five years, downside protection in US dollars is provided. Downside protection will give clients their initial investment back in US dollars before the effect of admin
Slide 7: Payout scenarios
DISCOVERY DOLLAR CAPITAL 200+ PAYOUT SCENARIOS Payout scenarios INVESTMENT DETAILS TECHNICAL DETAILS
Slide 8: There are four possible outcomes for the Discovery Dollar Capital 200+
There are four possible outcomes for the Discovery Dollar Capital 200+ DISCOVERY DOLLAR CAPITAL 200+ 01 Example: portfolio is positive after five years After five years, the global share portfolio after management fees has grown by 20%, this means that clients will receive a gross return of 100%. Th
Slide 9: Example scenarios: portfolio up more than 100%, ends negative, falls below barrier
02 03 04 DISCOVERY DOLLAR Example: portfolio is up by more than Example: portfolio ends negative after Example: portfolio ends negative CAPITAL 200+ 100% after five years five years after five years and fell below the After five years, the global share portfolio, after If the return from the global
Slide 10: Investment details
DISCOVERY DOLLAR CAPITAL 200+ PAYOUT SCENARIOS Investment details INVESTMENT DETAILS TECHNICAL DETAILS
Slide 11: Availability, offer closing date, fees and benefits, tax
DISCOVERY DOLLAR CAPITAL 200+ Availability Offer closing date Fees and benefits Tax This tranche is available as a limited offer There is limited capacity for the This investment choice qualifies for the he return of the Discovery Dollar T on the lump-sum Global Endowment. Discovery Dollar Capital 2
Slide 12: Technical details
DISCOVERY DOLLAR CAPITAL 200+ PAYOUT SCENARIOS Technical details INVESTMENT DETAILS TECHNICAL DETAILS
Slide 13: Investments before the trade date, withdrawals before maturity, effect of admin fees
DISCOVERY Investments before the trade date DOLLAR Please note CAPITAL 200+ Money invested in the Discovery Dollar Capital 200+ before the trade date will be held in an offshore bank account. Investors are subject to any default risk Please note that no interest will be earned within this offshore b
Slide 14: The contents of this document should not be seen as financial advice
The contents of this document should not be seen as financial advice. For any advice-related matters, please contact your financial adviser. www.discovery.co.za Discovery Life is a registered long-term insurer and an authorised financial services provider. Registration number 1966/003901/06. Discove