Transforming the investment landscape
OUR INVESTMENT PLATFORM
THE BENEFITS OF USING OUR PLATFORM
Our investment platform is simple, transparent and easy-to-use with seamless client onboarding and straight-through processing. We package, distribute and administer a wide range of investment portfolios including offshore funds.
As a wealth manager, investing via a single platform simplifies your business processes by providing a sophisticated and consolidated administration service for your clients’ investments
Simple client onboarding and seamless straight-through processing means you can go from completing a quick quote to having a client’s money in the market in just under a day without printing a page.
Stay on top of your client’s journey 24/7 in real time on any device with our activity-tracking tool. Complete account top-ups in less than 90 seconds.
We ensure we are up-to-date with all regulations, offer clean-class funds and an open fund architecture, and have built our fee structure with simplicity in mind so that you are compliant from day one.
Domiciled in Jersey, our unique offshore solution can add real value to your practice and to your clients’ portfolios. Click through to learn more.
Manage your model portfolios on our platform easily via a fully digital model portfolio solution. Discretionary managers can easily set up and rebalance their model portfolios, and can perform bulk switches or client specific rebalances where required.
The key client and adviser reports you need are available to you online. An easy-to-use dashboard helps you to manage important events during the lifecycle of your clients’ investments.
We collaborate with you, the adviser, to understand what you need and deliver what is most important to you.
With a dedicated BDM and key account manager for advisers, we prioritise maintaining a strong relationship with you and your office. Our service team is committed to responsive delivery, collaborative problem-solving, and first-time resolution.
our investment platform is simple and transparent
Simple digital journeys means our platform is innate to the way wealth managers do business.
Our end-to-end investment platform solution integrates systems such as a powerful client registry and transactional engine, automated cash and unit reconciliation, integrated risk management, regulation 28 monitoring, digital investment proposals, bank account validation, market-leading research tools and a contextual digital guide.
What we offer
We provide pre- and post-retirement solutions, discretionary investment and tax-free savings products, and tax efficiency and estate planning via endowment wrappers:
Start an investment
An investment account is ideal for saving towards a medium- to long-term goal.
It caters for a wide range of client investment needs ranging from income generation, capital protection, capital growth, and goal-based savings, amongst others.
A tax free savings account is a tax efficient way to save for a long-term goal.
It is suitable for someone who wishes to save and protect their investment returns from tax. It is a popular option for individual investors and parents wishing to save for their children.
An offshore investment account allows you to diversify your assets by gaining exposure to more than one international currency.
It offers access to a broad range of clean-priced unit trusts and ETFs across a number of international currencies. It is simple to open and provides estate planning via joint ownership and consolidated reporting.
Save for retirement
A retirement annuity is a tax efficient way to save for retirement.
It is ideal for anyone who wishes to save towards their retirement, and is a suitable option for those who are self-employed, are irregular earners or who want to put away additional retirement savings in addition to any contributions to an employer pension or provident fund.
A preservation fund is a tax efficient investment designed for individuals who wish to preserve their retirement savings from their employer’s pension or provident fund.
The fund is suitable for anyone who has left their employer and would like to save and grow their existing retirement savings.
Earn RETIREMENT Income
A living annuity provides you with a regular income from your retirement savings.
You have the flexibility to choose and adjust your level of income (within the legal limits) and the frequency at which you receive income payments according to your changing needs. This product may be suitable for you if you are looking to leave money to nominated beneficiaries should you pass away.
Plan your estate
An endowment policy helps save in a tax efficient way for a medium- to long-term goal.
It’s useful for estate planning purposes as beneficiaries are able to receive the money from the investment immediately upon the death of the nominated life assured’s, and there are no executors’ fees payable.
Product cash account
One of the first of its kind in South Africa.
Each investment is allocated its own cash account.
As a cash management tool, the PCA holds 2% of the investment account balance and allows for easy fee and withdrawals payments and reconciliation for advisers.
our pricing structure
Platform administration fee
We have a simple, transparent and competitive pricing structure.
When calculating local platform fees, we aggregate all client assets and accounts, including any offshore investments.
First R2 million 0.55%
Next R2 million 0.23%
Above R4 million 0.12%
The above are inclusive of VAT (where applicable) and subject to a minimum annual fee of R276.
First US$350 000 0.50%
Next US$650 000 0.25%
Above US$1 million 0.15%
Being truly offshore domiciled, platform administration fees do not attract VAT. A monthly minimum fee of US$10 applies.
Are you a Wealth Manager of the future?
If you have a digital-first mindset and provide holistic and goals-based financial advice, you are a wealth manager of the future, a wealth manager we would like to partner with in changing the way investments are done in South Africa.