Forex Masters - Hybrid Investment

Authorised by the

Financial Services Board of

South-Africa

as an

approved

Financial Services

Provider

CBI

FSP 21606

Key Individual

(Cat. 1.15 and 2.12)

Also registered at

PIC

FSP 20878

(Cat. 1.8)

FPI

AFP 200200549

Hybrid Investment

We are committed to create wealth for our investors

by utilizing innovative strategies with total transparency

and a harmonious balance between risk and reward!

I would like to take a moment to introduce the CBI Hybrid Investment to you.

In its simplest form, the goal of the Unique Hybrid Designer Investment

is to empower clients to own a fully paid for

selected buy-to-let residential property within 5 years!

This investment product combines all three asset classes namely Property, Cash and Venture Capital into one investment.
This product allows our fund managers to uniquely design a financial plan for our investors according to their own personal situations and needs. The investment is not (like many other investment products) cast in concrete. The dynamics of this product allows changes as time goes by.
It is unique because all investments are immediately transferred into the client's name and is not bulked in a collective investment scheme, syndicate or listed property company.
Risks are minimised and transparency enhanced, giving our investors complete peace of mind.
In addition to a fully paid property, at the end of the investment period the client will receive a rental income that keeps up with inflation as well as a lump sum in cash.

CBI is the leader in the market with its Unique Hybrid Designer Investment.

Hybrid Example 1

Investment amount R500,000
Purchase property of R500,000, put down R125,000 (25%) as deposit, obtain bond of R375,000. Property in client’s name.
Deposit R50,000 in bank account to manage the property (rental, levy, bond repayment, etc). Bank account in client’s name.
Balance of R325,000 towards CBI managed account (conservative growth of 24% p.a.). Account in clients name at clearing house.
Income from CBI managed account is paid into bond account.
After period of 5 years:
- Bond is fully paid up (± R700,000 saving on finance charges if bond was to run for 20 years)
- Client “owns” a buy-to-let business with passive rental income linked to inflation
  Client receives a cash lump sum of R500,000
- After 24 months, client is allowed to “re-design” the investment, eg. Purchase of additional properties or annual payout of funds (instead of once off lump sum)
CBI manages the portfolio for client (with power of attorney)
Monthly statements to clients.

Hybrid Example 2

Investment amount R250,000
Purchase property of R500,000, put down R62,5000 (25%) as deposit, obtain bond of R187,500. Property in client’s name.
Deposit R25,000 in bank account to manage the property (rental, levy, bond repayment, etc). Bank account in client’s name.
Balance of R162,500 towards CBI managed account (conservative growth of 24% p.a.). Account in clients name at clearing house.
Income from CBI managed account is paid into bond account.
After period of 5 years:
- Bond is fully paid up (± R350,000 saving on finance charges if bond was to run for 20 years)
- Client “owns” a buy-to-let business with passive rental income linked to inflation
- Client receives a cash lump sum of R170,000
- After 24 months, client is allowed to “re-design” the investment, eg. Purchase of additional properties or annual payout of funds (instead of once off lump sum)
CBI manages the portfolio for client (with power of attorney)
Monthly statements to clients.

CBI is an authorised Category 2 Financial Services Provider regulated by the Financial Services Board of South Africa and by the Estate Agency Affairs Board through its affiliation with the P3 Investment Group.

Please do not hesitate to contact us for more information and assistance.

Contact me for more information on the

CBI Hybrid Property Investments!

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Disclaimer

Risk Disclosure: Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.