Discretionary Participation Business
When managing discretionary participation business, insurance companies rely on their ability to use discretion, particularly in the appropriate investment strategy, the degree of smoothing and bonus declaration policies.
These documents summarise how Momentum manages its discretionary participation business and where and how we apply discretion.
Conventional Products - Customer summary
Conventional Products - Opsomming vir kliënte
Secured Funds Business
Secured Funds Business - Customer summary
Secured Funds Business - Opsomming vir kliënte
Smoothed Bonus Portfolios
Smoothed Bonus Portfolios - Customer summary
Smoothed Bonus Portfolios - Opsomming vir kliënte
Smoothed Bonus Portfolios - Summary of changes
Smoothed Bonus Portfolios - Opsomming van veranderinge