In structuring a tailor-made financial life map for you, we utilise the services of a number of financial service providers, thus always ensuring that we retain our INDEPENDENT status whilst offering you the best solution.
Precept Wealth Solutions (Pty) Ltd. is authorised and accredited to give advice on all the products of preferred service providers as listed below:
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Allan Gray Investment Services: www.allangray.co.za
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Element Investment Managers www.elementim.co.za
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Investec Asset Management: www.investec.co.za
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Orbis Global Funds: www.orbisfunds.co.za
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Ginsglobal (Index Fund Providers): www.ginsglobal.co.za
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Momentum Life www.momentum.co.za
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Old Mutual International: www.oldmutual.com
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Old Mutual: www.oldmutual.co.za
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RMB Investment Services: www.rmb-is.com
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Stanlib: www.stanlib.com
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Coronation Asset Managers: www.coronation.com
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PPS: www.pps.co.za
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Liberty Life: www.liberty.co.za
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Metropolitan Life: www.metropolitan.co.za
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Nedgroup Investments: www.nedgroupinvestments.co.za
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RECM : www.recm.co.za
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Investment Solutions: www.investmentsolutions.co.za
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Financial Services Board: www.fsb.co.za
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Prescient Asset Managers: www.prescient.co.za
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Acsis: www.acsis.co.za
Legal status and contractual relationship
The intermediaries are independent financial advisors and are paid for their services in the form of fees and commissions. They do not hold than 10% of the shares issues by any insurers, or receive more than 30% of their total commission and remuneration from any of the accredited companies used in the previous calender year.