- Over 120 years of wealth management experience in Stock Broking, providing innovative investment solutions.
- Wholly owned by Sasfin Holdings (Listed on JSE 1987).
- Widely-acknowledge as an astute and high integrity investment group whose professional performance is outstanding.
- Superb state-of-the-art administration and information systems.
- Approximately R29 billion under administration.
Personal Share Portfolio
Would you like a say in how your Retirement Fund is being invested? If the answer is YES, did you know that you can convert your Retirement Annuity, Living Annuity or Preservation Fund to your own unique share portfolio? The management of your own fund is created using a “PSP” – A Personal Share Portfolio which allows you, with our assistance, to link your investment directly to specific listed securities via a personalised, managed, stock broking account or a mix of a PSP’s and unit trusts, wrap funds or offshore funds in one portfolio. You will still benefit from that fact that all these investments are free of all tax – properly structured, the share portfolio will carry no income tax, Capital Gains Tax or Estate Duty.