Managed Investments

01 Local Market Access

02 International Market Access

01 Local Market Access

If you would like your portfolio professionally managed, we offer the following strategic segregated investment products:

  • Living Annuity
  • Preservation Pension Fund
  • Preservation Provident Fund
  • Retirement Annuity Fund

02 International Market Access

We are proud to have been appointed as the introducing broker for Interactive Brokers in South Africa, the global leader in online broking services. Established over 30 years ago, Interactive Brokers is listed on the Nasdaq (IBKR) with a market capitalisation of USD 15 B. As one of the largest electronic brokerage firms in the world, it facilitates an average of over 650,000 daily trades.

The TWS trading platform supports third party software providers and API trading. Interactive Brokers provides direct market access to:

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Markets
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Countries
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Hours a Day
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Days a week

If you would like your portfolio professionally managed, we offer the following strategic segregated investment product:

  • Global Equity Portfolio
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Self-Managed
Investments

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Foreign
Exchange

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Corporate
Clients