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Longevity Protectors

Care Line Group offers a variety of Longevity Protectors

Longevity Protector – Disability Benefits;
will make longevity payments from the insured life’s 75th birthday if the insured life meets the defined requirements. Payments will be made for as long as the insured life is alive. The final payment will be made at age 95.

Longevity Protector – Income Protector;
will make longevity payments from the insured life’s 75th birthday if the insured life meets the defined requirements. Payments will be made for as long as the insured life is alive. The final payment will be made at age 95.

Longevity Protector – Critical Illness;
will make longevity payments if the insured life meets the defined requirements.

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Terms and Conditions
Appropriate financial advice can only be furnished after full and proper disclosure of relevant personal and private information about the client;

Such information is furthermore required to –
A] determine my financial situation, financial product experience and financial needs and objectives;
B] acquire, maintain and service my financial product or to render related intermediary services.

Such information may include any information relating to, or interest in –
A] Long-term insurance;
B] Collective investment schemes;
C] Pension funds;
D] Any other financial product or service.

My / our interests will be best served for stated purpose if any and all such information is provided by –
A] The Financial Services Exchange [Pty] Ltd, trading as Astute, or any other institution providing a mechanism for the transmission of such Information, or
B] any other authorized financial services provider.

I / we herewith give consent to the Financial Service Provider and / or his authorized user[s], below to obtain such information through Astute:

Financial Service Provider: Care Line Trading CC
FSP License Number: 24230
Authorised User: Gert Coenraad Frederik du Plooy

I\we confirm that the Financial Service Provider and\or his authorized user[s] will be acting on my / our behalf and I / we hereby waive any right to privacy only for the stated purpose. All information so obtained must be treated as confidential by the Financial Service Provider and / or his authorized user[s] and may not be made public in any way without my / our written consent.

This consent to obtain information will remain effective until cancelled by me / us in writing.

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