Independent Financial Advisor

Independent financial intermediaries rely on a partner to help deliver the right custodian solutions for their clients - a partner with the scope and flexibility to deliver personalised solutions that meet even the most exacting client demands.

Value-added service

We offer you a top-quality service that includes access to a broad range of financial products that will support you extensively in your daily business activities.

Our aim is to be a service provider and assist you in maximising your value proposition and services to your clients. We are adaptable to your needs and capable of making things happen quickly.

More specifically, we offer to you as a partner:

• Outstanding individual services with a specialised team focused on supporting you
• Quick and efficient order processing
• Open architecture and award-winning in-house investment solutions
• Access to our advanced asset allocation tools, investment portfolios and investment recommendations
• In-house and external market and security analysis
• Access to in-house tax and financial planning advisors
• Service-minded, responsive and efficient administration
• A rewarding financial partnership

We are flexible, client-minded and see ourselves as a quality partner who can provide you with an optimal service, tailored to suit your specific needs.