Tax Shelter

EARN TAX FREE RETURNS in the Long Term

This is an account in which you invest TAX-FREE for 5 years providing that your principal remains untouched for the period. This ultimate TAX-FREE investment offers you flexible investment options- you can either lock in interest rates for a 30, 60, 90-day or up to a one-year period, or you can opt for daily variable interest rates.

Why should I invest in the Tax Shelter Account?

It’s safe

  • Your funds are invested in low risk securities.
  • Your funds are managed by JMMB, therefore you benefit from our unrivalled expertise.

It’s Easy

  • You can move your TAX-FREE investments between the variable rate option and fixed rate option without penalty.
  • You can access up to 75% of your interest at regular intervals.

The returns are great

  • Your earnings are TAX-FREE if held for 5 years.

BEST FOR

  • Long-Term goals
  • Retirement planning
  • Investing for children

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