How it works

Saving for retirement, a home, vehicle or other large expense… even sabbatical! It’s your plan!

Contributions to Your Plan

  1. Start by Contacting Almega to learn more and get your questions answered. Almega can introduce you to an independent portfolio manager to achieve your investment and life goals and interests.
  2. If you decide to continue…
    • Almega assists in setting up your investment account(s). See Terms.
    • You may contribute to your accounts via EFT (Electronic Funds Transfer).
    • If your Employer is contributing to your account(s), payment terms will be arranged with your custodian bank.
    • The portfolio manager will communicate with you regarding deposit distribution to your accounts.
    • The portfolio manager and custodian bank will manage and report on your investments.

Withdrawals from Your Plan

Contact us to request a withdrawal from your account(s). Also See Terms.

Changes or Cancellations to Your Plan

Contact us to make changes to your account(s).

Take the next step and learn…

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