BOSL WISE Retirement Account

GENERAL FEATURES

• The Plan requires monthly compulsory investments in fixed denominations of at least XCD100.00
   
• Retirement age shall be optional from 55 - 65 years subject to contributions for a minimum of ten (10) years.

BENEFIT

• Annual taxable allowance up to XCD8,000 of contributions

ELIGIBLE INVESTORS

• Investors must be equal to or over the age of eighteen (18) years.  Investors are allowed to be the primary holder of only one BOSL WISE Account.
   

Retire comfortably knowing that you have prepared for the time of your life. Invest wisely with Bank of Saint Lucia’s Wise Retirement Account and select one of three convenient payment options at your investment’s maturity:

LUMP-SUM PAYMENT
 

• A one-time payment of your matured investment return.

ANNUITY
 

• A terminating stream of fixed payments over a specified period of time upon maturity

REDUCED ANNUITY + PART GRATUITY

• Make your decision
  

Your first and most important step is your decision to start saving now for your future. By choosing the BOSL Wise Retirement Account, you have taken the first step towards providing for you and your family in your golden years.

• Review all available Information and Complete the Application Form.
  

Read all information on the BOSL Wise Retirement Account to understand its benefits and features. 

ARE YOU READY?

Retirement starts with a vision and comes to life with a plan. Let us help you plan the right way with a BOSL WISE Retirement Account – visit retirement.bankofsaintlucia.com to sign up.

NEED MORE INFORMATION?

Would you like an appointment to speak with a representative? Contact any of our officers listed below at a branch near you.