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Welcome to the Summer edition of InTouch, which provides you with news from our CEO, insights on investment markets, performance updates on the MPowered range and educational material.

This quarter’s edition includes:

1. Colin’s inbox – coming home to roost, agesim and other costs

2. Market review

3. Performance review

4. Compulsory range

    – Distributions

5. Voluntary range

6. Education centre:

    – More savings, less tax – take advantage by contributing more to your retirement fund(s)

    – Guaranteed annuity or living annuity?

We hope you find relevant insights in the Summer Edition of Morebo InTouch.

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Morebo Financial Solutions (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act. (No. 2409)
Morebo Wealth (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act (no. 2409)
Morebo Brokerage (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (no. 48360)

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