Ascend
Better. Simpler. Smarter.
Introducing Ascend
With over 35 years of experience in delivering savings & investment solutions to the clients of financial advisers around the globe, we know a thing or two about product design.
Ascend – our new, regular premium proposition has been developed with you & your clients in mind, providing a better, simpler & smarter product that you can recommend with confidence.
Designed by you
Ascend has been designed with your feedback in mind, incorporating…
Simple & transparent investment options
Market-leading returns*
Lower accumulation unit AMC & increased loyalty bonus
100% allocation rate
*Versus peers, using publicly available data, as at 30/09/2024
Supporting the advice process
We have produced an extensive library of Ascend product literature, to support you in the advice process – visit our literature library & take a look.
For your clients
Ascend provides your clients with the opportunity to:
build a diverse portfolio from a range of 'Best of Breed' investment options
view their policy details 24/7, via our award-winning online platform
access their investment at any time, taking withdrawals without penalty
secure a competitive loyalty bonus to reward staying invested
make additional single contributions at any time to achieve their savings goal earlier than planned
save from as little as $300 per month.
Smarter fund investing
While your clients will enjoy the simple, transparent & true performance of the underlying external fund into which their Ascend fund invests, they will also benefit from a number of additional features from the Ascend fund range; we call it ‘Smarter fund investing’.
