Global Asset Swap
Offshore exposure for individuals, trusts and companies.
- Diversify beyond the local market.
- Hedge against rand depreciation.
- Access international growth.
Why a global asset swap?
Your allowances stay untouched
Your discretionary and foreign investment allowances remain available, with no tax clearance or Reserve Bank approval to wait for.
Global exposure for trusts and companies
Legal entities have no foreign investment allowance of their own, which makes investing offshore directly slow or impossible. An asset swap can offer them a pathway to global exposure.
For more information, download our brochure.
This page is general information and not financial, tax or legal advice. A global asset swap is subject to the provider’s capacity, rules and costs, and to the investor’s circumstances; returns are not guaranteed and the value can fall as well as rise. Carrick Wealth (Pty) Ltd is an authorised financial services provider, FSP 45621.