Clients approaching retirement are often concerned about market volatility and how major market downturns could impact their standard of living in retirement. MyNorth Guarantees can help safeguard your clients’ wealth. We have introduced new guarantees that are more flexible and easier to use.
Here’s a quick snapshot of what’s coming:
- Partially guaranteed accounts that’ll allow clients to hold guaranteed and non-guaranteed investments in the same account.
- 5-year guarantee that’ll protect your client’s investment in the MyNorth Guardian Max 85 Fund. This fund provides up to 85% exposure to growth assets. Optional growth lock-ins will secure growth achieved in the fund at each anniversary date.
- 10-year guarantee that’ll protect your client’s investment in the MyNorth Guardian Max 100 Fund. This fund provides up to 100% exposure to growth assets. Growth lock-ins are a set feature, and vesting is optional. Vesting provides clients access to the guarantee benefit before the end of the term.
Hear more about the new guarantees from AMP’s Chief Investment Officer, Lakshman Anantakrishnan, about how they can help safeguard your clients’ savings from market lows and grow them during market highs.
Want more details?
Visit our guarantees webpage for details on the changes and the support materials and tools available.Find out more
You can watch the Guarantee webinar on demand and get CPD points.
Tools and support
What you need to know
NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). Any advice in this communication is general in nature only It’s for professional adviser use only and mustn’t be distributed to or made available to retail clients. It contains general advice only and doesn’t consider a person’s personal goals, financial situation or needs. Before making any decision, it’s important a person consider their particular circumstances and the MyNorth Super and Pension product disclosure statement, the MyNorth Investment investor directed portfolio services guide and the MyNorth Investment Guarantee product disclosure statement. Product disclosure documents and the investor directed portfolio services guide are each available from northonline.com.au or by contacting the North Service Centre on 1800 667 841. You can visit www.amp.com.au for more information about AMP’s services, relationships and remuneration including our financial services guide. MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. MyNorth is a registered trademark of NMMT Limited.