Free-standing Funds refer to both private and insured funds. We agree and sign service level agreements (SLA's) with the Trustees and/or Employers and their Advisers. We monitor the SLA's and report back on a regular basis.
We operate both provident and pension umbrella funds.
These are our flag-ship products incorporating "best of breed" investment and risk options. Investments are daily priced and a variety of choices are made available depending on an individual's personal circumstances and need for capital security.
The Econorisk Wealth Creator has been specifically designed to be a low cost investment vehicle, structured around a single premium unit linked endowment investment with an investment term of 5 years.
A preservation plan affords members leaving their company’s retirement fund the opportunity to transfer their full fund value to an investment in their own name, without paying tax. Members may elect to make a part or full withdrawal from the fund some time between transfer and retirement.
In association with Pro Solutions, Maxim Employee Benefits brings you a software system called Axia Employee Management System that takes care of the payroll requirements of your organization.
Maxim has established an approved risk fund and a standalone unapproved risk fund that complement our Umbrella funds or may be used as part of a company’s strategy with any other administrator.
Medical care is becoming a costly addition to any staff package. The trade off between cost and benefits is an ongoing one. Choosing the right scheme for staff ensures cost effective, sustainable benefits as well as effective administration.
Maxim Credit Life has been specifically designed to reduce the exposure to moneylenders arising as a result of death or disability of the debtor. The policy covers the benefit outstanding at the time of death or disability and is streamlined for both ease of administration and claim payments.
A tailor made funeral scheme can be arranged to suit the specific needs of the employer however all members of funds on the Maxim Umbrella Provident and Pension are automatically covered for the following benefits for the member and immediate family.
The Quarterly Bulletin has been very well received as an indispensable tool to Trustees and Boards of Management with regards to both the structuring and monitoring of their investment strategies for funds under their management.