Saving for retirement, a home, vehicle or other large expense… even sabbatical! It’s your plan!
Contributions to Your Plan
- 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.
- 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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