Glossary of Terms
As a licensed group of companies, we hold the track record and authority to represent
you and provide you with a platform on multiple stock and commodity exchanges across the globe. We offer a wide range of products that can be tailored to your investment goals, whether you are trading as an individual or financial institution. Here is a quick snapshot of our key services and what they mean.
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We are able to offer you the platform and prior analysis to assist you in making an educated decision on which shares you trade in. This is the ideal way to invest in the stock market over the long term. As our client, you can trade yourself, or ask that we manage this process for you.
Equity derivatives are helpful in hedging the risk associated with taking a position in stock by setting limits to the losses incurred by either a short or long position in a company’s shares. It is also used by traders as an alternative product to equity trading in that the derivative offers gearing on the underlying instruments. This product is for speculators in the market and includes Single Stock Futures and Index Futures.
Our professional team of portfolio managers has over 50 years of combined market experience. They offer both local and global segregated portfolios that are registered in the client’s name. In addition, you are able to have your Retirement Annuity managed via a share portfolio. The team strives to ensure absolute transparency and personal attention to the client in a low cost environment. The following portfolios are available:
- Global Portfolio
- General Equity Portfolio
- High Dividend Yielding Portfolio
- Flexi Portfolio
- Private Securities Portfolio via LISPS (Linked Internet Service Providers)
- Living Annuity
- Preservation Pension Fund
- Preservation Provident Fund
- Retirement Annuity Fund
This service is available to high net worth individuals who like to be involved in making investment decisions. Our portfolio managers work with the client in choosing his stocks. One to one presentations and meetings are held with the client on a regular basis. This service is applicable to both local and offshore investments stocks. Minimum is R20m.
Contract For Differences (CFDs) is a contract between two parties, typically described as “buyer” and “seller.” This contract states that the seller will pay the buyer the difference between the current value of an asset and its value at contract time. This product is ideal for speculators who wish to take advantage of price movements using geared instruments.
Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity. Through our associate companies, we are able to invest your funds in bonds and money market securities. This is applicable to funds and for Managed Portfolios.
A derivative is a contract between two or more parties whose value is based on an agreed-upon underlying financial asset, index, or security. In this case, the underlying instrument is a commodity. You are able to trade a wide variety of commodities through our Trading Platforms, including Oil, Gold, Pork Bellies, Maize, Soya Beans and more.
The JSE has established a simple-to-use platform, Yield X, which enables traders to hedge investments utilising currency derivatives and local interest rates. Read more on Yield X here.
Trade in the biggest and most liquid market in the world – The FOREX Market. By making use of our International Platform, you are able to trade a vast basket of currencies 24hrs a day for 5 days a week.
A Lisp is a company that enables you to invest in a wide range of collective investment schemes, such as unit trust funds, via one source. Effectively an investment administration and product packaging business, a Lisp also offers access to traditional life insurance products such as endowments, retirement annuities, preservation funds and living annuities to cater for the full range of your investment needs. We are approved on the following LISPs:
- Glacier
- Stanlib (Coming soon)
- Momentum
- Old Mutual International (Coming soon)
- Glacier International (Coming soon)
Through our Strategic partnerships, professional advisors will assist clients to solve complex business problems and manage risk.
Click here to view a summary of the services on offer.
Our tailor made white branding solutions enable you to offer your clients an expanded product portfolio while we provide the necessary regulatory and system back up. Click here to view our full service offering.