MM Financial Advisors Directory 2017/18

First for the professional personal financial adviser

F I N A N C I A L A DV I S E R S D I R E C TOR Y 2 0 1 7 / 2 0 1 8

@MMMagza www.moneymarketing.co.za

Results yes, excellence no problem.

At Sentio Capital Management the highly skilled teams of professionals believe that humility and discipline deliver exceptional performance and sustainable returns.

Our track record and robust methodology delivers, for the good of our clients, the environment and for humanity.

Contact Sentio Capital Management and understand that investment for good is for good.

www.sentio-capital.com Tel: +27 11Â 880 1994, 3 rd Floor, Global House, 28 Sturdee Avenue, Rosebank, Johannesburg.

Sentio Capital Management (Pty) Ltd is an authorized Financial Services Provider. FSP No.33843

CONTEN XX TX S

EDITOR’S COMMENT

W

elcome to MoneyMarketing’s Financial Advisers Directory 2017/ 2018. Once again, we take pleasure in bringing you a comprehensive list of contacts for financial products, services and tailored solutions. If you’re looking for the best fund managers, multi-managers, ETFs, long and short term insurers – and much more, then you’ve come to the right place.

Financial advisers help create strategies that prepare their clients for their financial futures. Advisers assist clients in keeping track of their finances, regularly reviewing portfolios – as well as giving advice on matters such as trusts and finding solutions to retirement and risk.

Our Directory is aimed at showing advisers the way to the right financial products in a complex environment where new offerings consistently arise. It contains reliable and up-to-date information to help you build and manage your clients’ financial well-being.

EDITOR: Janice Roberts janice.roberts@newmediapub.co.za LAYOUT & DESIGN: Julia van Schalkwyk

ADVERTISING ADVERTISING SALES EXECUTIVE: Mildred Manthey Direct: +27 (0)11 877 6195 mildred.manthey@newmediapub.co.za

DISTRIBUTION & SUBSCRIPTION Felicity Garbers felicity.garbers@newmediapub.co.za

PUBLISHING TEAM GENERAL MANAGER: Dev Naidoo PUBLISHING MANAGER: Sandra Ladas sandra.ladas@newmediapub.co.za PRODUCTION MANAGER: Angela Silver angela.silver@newmediapub.co.za ART DIRECTOR: David Kyslinger

PRINTING Printed by Tandym Print

Published on behalf of Media24

by New Media Publishing (Pty) Ltd. MANAGING DIRECTOR : Aileen Lamb CHIEF EXECUTIVE OFFICER : Bridget McCarney EXECUTIVE DIRECTOR : John Psillos NON-EXECUTIVE DIRECTOR : Irna van Zyl © Copyright MoneyMarketing 2017 JOHANNESBURG OFFICE: Ground floor, Media Park, 69 Kingsway Avenue, Auckland Park, 2092 Postal Address: PO Box 784698, Sandton, Johannesburg, 2146 Tel: +27 (0)11 877 6111 Fax: +27 (0)11 713 9024 HEAD OFFICE: New Media House, 19 Bree Street, Cape Town, 8001 Postal Address: PO Box 440, Green Point, Cape Town, 8051 Tel: +27 (0)21 417 1111 Fax: +27 (0)21 417 1112 newmedia@newmediapub.co.za

3

Alternative Investments

4

~ Hedge Funds 5 Beneficiary Funds

8

Broker Networks

9

Collective Investments

9

Compliance

14

Employee Benefits

16

ETFs

18

Financial Planning Solutions 18

Janice janice.roberts@newmediapub.co.za @MMMagza

EDITORIAL

Editorial Comment

Fund Managers

21

Industry Bodies

31

LISPS

33

Long-term Insurance

34

Medical

37

Multi-Managers

39

Offshore

41

Private Clients

46

Short-term Insurance

47

~ Underwriting Managers 48 Technology

51

Trusts

54

Wealth Management

55

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While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners.

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A LT E R N AT I V E I N V E S T M E N T S

ECSPONENT FINANCIAL SERVICES (PTY) LTD Acacia House, Green Hill Village Office Park, Cnr Botterklapper & Nentabos Streets, The Willows, Pretoria East, South Africa 087 808 0100 www.ecsponent.com

Ecsponent Limited offers JSE-listed preference shares that provide investors stable and predictable returns over a 5 year term in the form of monthly dividends or growth payable at the end of the term.

These preference shares are marketed to investors through Ecsponent Financial Services, or EFS (FSP 32968). In addition, EFS distributes other third party products though its network of accredited FSPs and investment advisers. Ecsponent Financial Services is wholly-owned subsidiary of the listed Ecsponent Limited.

27FOUR INVESTMENT MANAGERS P.O. Box 522417, Saxonwold, Johannesburg, 2132 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, 2196 (011) 442-2464 Toll-free: 0800 000 274 www.27four.co.za

ALPHA WEALTH

Postnet Suite 575 Private Bag X9, Benmore 2010 (0)11 707-1340 www.alphawealth.co.za

ANCHOR ASSET MANAGEMENT P.O. Box 1337, Gallo Manor, 2052 (011) 591-0677 www.anchorcapital.co.za

ASHBURTON INVESTMENTS

P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com

BLUE INK INVESTMENTS (PTY) LTD Private Bag X8, Tygervalley, 7536 (021) 950-2500 clientservices@blueink.co.za www.blueink.co.za 4

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CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands 7725 (021) 201-1070 www.capital-iom.com

CAPRICORN FUND MANAGERS (PTY) LTD

P.O. Box 352090, Benmore, 2010 (011) 666-0700 www.capricorncapital.com

CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 0860 462 663 www.catalyst.co.za

CORESHARES

P.O. Box 78011, Sandton, 2146 (011) 321-5571 www.coreshares.co.za

ECSPONENT FINANCIAL SERVICES (PTY) LTD

Acacia House, Green Hill Village Office Park, Cnr Botterklapper & Nentabos Streets, The Willows, Pretoria East, South Africa 087 808 0100 www.ecsponent.com

A LT E R N AT I V E I N V E S T M E N T S

FAIRTREE CAPITAL

Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943-3790 www.fairtree.com

ITRANSACT

P.O. Box 4769, Randburg, 2194 086 143 2383 www.itransact.co.za

METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8002 (021) 418-3760 www.metopegroup.com

NEDBANK CAPITAL

P.O. Box 1144, Johannesburg, 2000 0860 555 111 www.nedbankcapital.co.za

SANLAM INVESTMENTS

Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com

SEED INVESTMENTS

P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

STANLIB

P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

TRUFFLE ASSET MANAGEMENT

Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, Hyde Lane, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

WORLDWIDE CAPITAL

Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 www.worldwidecapital.com

A LT E R N AT I V E I N V E S T M E N T S | H E D G E F U N D S

BLUE INK INVESTMENTS (PTY) LTD Private Bag X8, Tygervalley, 7536 (021) 950-2500 clientservices@blueink.co.za www.blueink.co.za

Blue Ink Investments is a 23 year old South African fund of hedge funds manager and a member of the Sanlam group of companies. Our aim is to offer investors differentiated return signatures sourced from niche, non-traditional and alpha-rich environments. Our offering to financial advisers and individuals includes three risk-profiled funds of hedge funds. Qualified and professional investors have access to specialist and unique hedge fund managers as well as the ability to “express their view” in selection of these through guided portfolio construction.

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A LT E R N AT I V E I N V E S T M E N T S | H E D G E F U N D S

LAURIUM CAPITAL (PTY) LTD Ninth Floor, 90 Grayston Drive, Sandown (011) 263-7700 www.lauriumcapital.com

Laurium Capital is an independently owned asset manager. The Company was started in August 2008 by Murray Winckler and Gavin Vorwerg, who remain the majority shareholders and portfolio managers across all funds. Laurium Capital manages award winning hedge and long-only funds in South Africa and the rest of Africa. Our highly experienced team is now 20 people strong, with 11 investment professionals and 9 operations/admin staff. We have assets under management of R16bn (30 June 2017). The client base is well diversified across high net worth individuals, institutions and retail investors. For more information, contact kim.hubner@lauriumcapital.com

27FOUR INVESTMENT MANAGERS P.O. Box 522417, Saxonwold, Johannesburg, 2132 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, 2196 (011) 442-2464 Toll-free: 0800 000 274 www.27four.co.za

36ONE ASSET MANAGEMENT Private Bag 10361, Sandton, 2146 (011) 722-7390 www.36one.co.za

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

www.alexanderforbesinvestments.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287

www.ashburtoninvestments.com

BLUE INK INVESTMENTS (PTY) LTD Private Bag X8, Tygervalley, 7536 (021) 950-2500 clientservices@blueink.co.za www.blueink.co.za 6

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BLUEALPHA INVESTMENT MANAGEMENT P.O. Box 7601, Roggebaai, 8012 (021) 409-7100 www.bluealphafunds.com

CAPRICORN FUND MANAGERS (PTY) LTD P.O. Box 352090, Benmore, 2010 (011) 666-0700

www.capricorncapital.com

CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 0860 462 663 www.catalyst.co.za

EDGE CAPITAL (PTY) LTD P.O. Box 4188, Tygervalley, 7536 (021) 976-1012 www.edge.co.za

FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943-3790 www.fairtree.com

LAURIUM CAPITAL (PTY) LTD Ninth Floor, 90 Grayston Drive, Sandown (011) 263-7700 www.lauriumcapital.com

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A LT E R N AT I V E I N V E S T M E N T S | H E D G E F U N D S

NOVARE INVESTMENTS P.O. Box 4742, Tygervalley, 7536 (021) 914-7730 www.novare.com

SENTIO CAPITAL MANAGEMENT (PTY) LTD 3rd Floor Global House, 28 Sturdee Avenue, Crn Jellicoe Ave, Rosebank, South Africa, 2196 (011) 880-1994

RISCURA SOLUTIONS (PTY) LTD P.O. Box 23983, Claremont, 7735 (021) 673-6999

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642

www.riscura.com

www.sentio-capital.com

www.sygnia.co.za

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266

TANTALUM CAPITAL P.O. Box 51322, Waterfront, Cape Town, 8002 (021) 680-6500

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000

www.sanlaminvestments.com

www.seedinvestments.co.za

www.tantalum.co.za

www.worldwidecapital.com

BENEFICIARY FUNDS ABSA TRUST

P.O. Box 7735, Johannesburg, 2000 0800 111 155 www.absa.co.za

AKANI BENEFICIARY FUND (PTY) LIMITED

Private Bag X36, Kempton Park, 1620 (011) 578-5333 www.akanibenefit.co.za

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LIMITED P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

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FAIRHEADS BENEFIT SERVICES P.O. Box 4994, Cape Town, 8000 0860 102 919 www.fairheads.com

FEDGROUP

P.O. Box 782823, Sandton, 2146 0860 011 773 www.fedgroup.co.za

SALA PENSION FUND

Postnet Suite 512, Private Bag x9, Benmore, 2010 0800 725 273 www.salapensionfund.co.za

SOUTHERN CHARTER WEALTH

Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

BROKER NETWORKS

BANKSERVAFRICA 243 Booysens Road, Selby, 2001 (011) 497-4000 www.bankservafrica.com

CENTRIQ INSURANCE COMPANY LTD P.O. Box 55674, Northlands, 2116 (011) 268-6490 www.centriq.co.za

CONSILIUM SECURITIES (PTY) LTD P.O. Box 2512, Parklands, 2121 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 (011) 340-1300 info@consiliumsec.co.za www.consiliumsa.co.za

FSP SOLUTIONS

P.O. Box 50030, Randjesfontein, 1683 (010) 001-2602 www.fspsolutions.com

ICHOICES

296 Kent Ave, 2nd Floor, Randburg, 2194 0860 300 901 www.ichoicesoutsourcing.co.za

IFANET

P.O. Box 87077, Houghton, 2041 (011) 484-9454 www.ifanet.co.za

IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 www.imprexxion.com

ITRANSACT

P.O. Box 4769, Randburg, 2194 086 143 2383 www.itransact.co.za

SEED INVESTMENTS

P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

SELFMED MEDICAL SCHEME

P.O. Box 5543, Tyger Valley, 7536 0860 735 363 www.selfmed.co.za

SOUTHERN CHARTER WEALTH

Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

THE HOLLARD INSURANCE COMPANY LTD

P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za

COLLECTIVE INVESTMENTS AFRICA COLLECTIVE INVESTMENTS 54 on Bath, First Floor, 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880-4710 www.africaci.com

Africa Collective Investments (ACI) is an independent management company offering co-branded and own branded collective investment scheme portfolios to retail and institutional clients. ACI was founded in 2015 by 27four Investment Managers (Pty) Ltd and Prescient Holdings (Pty) Ltd; two of South Africa’s leading financial services providers. Our core business is to partner with third party asset managers, allowing investors to access high quality unit trust products across the risk spectrum which caters to various investment needs. Visit www.africaci.com for more information.

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9

COLLECTIVE INVESTMENTS

CONSILIUM CAPITAL SA (PTY) LTD P.O. Box 2512, Parklands, 2121 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 (011) 340-1300 info@consiliumsa.co.za www.consiliumsa.co.za

Consilium is an authorised and reputable broad-based financial services provider with a recorded history of success. Over two decades Consilium has transformed into a multi-faceted, award-winning house, offering an array of products and services spanning asset management, private wealth, stockbroking and share scheme management. Consilium is majority black-owned and actively promotes a transformed, vibrant, and globally competitive culture reflective of South African demographics, focused on the delivery of superior performance.

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za www.coronation.co.za

Coronation Fund Managers is an independent asset management company that was founded more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a long-term, valuation-driven investment approach. Our focus is solely on fund management and earning our clients’ trust through the generation of strong investment performance over the long term and an appropriate product offering. Headquartered in Cape Town, we are one of the leading managers of third-party assets in South Africa.

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

www.investecassetmanagement.com

Investec Asset Management is a global investment management firm serving institutional investors, advisers and individual savers. Established as a start-up in 1991 in South Africa, we have grown to an international business managing R1.6 trillion* on behalf of clients based all over the world.

The firm seeks to create a profitable partnership between clients, shareholders and employees, and to exceed clients’ performance and service expectations. Investec Asset Management is a independently managed part of the Investec Group, which is listed in London and Johannesburg.

Employees are equity stakeholders in the firm. * As at 31 March 2017

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COLLECTIVE INVESTMENTS

36ONE ASSET MANAGEMENT Private Bag 10361, Sandton, 2146 (011) 722-7390 www.36one.co.za

ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 0800 11 11 55 www.absa.co.za

AFRICA COLLECTIVE INVESTMENTS 54 on Bath, First Floor, 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880-4710 www.africaci.com

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

www.alexanderforbesinvestments.co.za

ANALYTICS P.O. Box 411939, Craighall, 2024 (011) 463-9600 www.analytics.co.za

ANCHOR ASSET MANAGEMENT P.O. Box 1337, Gallo Manor, 2052 (011) 591-0500 www.anchorcapital.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287

www.ashburtoninvestments.com

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways East, 2055 (011) 799-8100 www.bwm.co.za

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070 www.capital-iom.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 www.cstone.co.za

CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 (021) 657-5500 www.catalyst.co.za

CONSILIUM CAPITAL SA (PTY) LTD P.O. Box 2512, Parklands, 2121 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 (011) 340-1300 info@consiliumsa.co.za www.consiliumsa.co.za

CORESHARES P.O. Box 78011, Sandton, 2146 (011) 321-5571

www.coreshares.co.za

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za www.coronation.co.za

ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000 (021) 426-1313 www.elementim.co.za

FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943-3790 www.fairtree.com

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COLLECTIVE INVESTMENTS

FEDGROUP P.O. Box 782823, Sandton, 2146 0860 011 773

www.fedgroup.co.za

FLAGSHIP ASSET MANAGEMENT (PTY) LTD Private Bag X21, Constantia, 7848 (021) 794-3140 www.flagshipsa.com

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 www.foord.co.za

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) (021) 947-9210 www.glacier.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860

www.integralwealth.co.za

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

www.investecassetmanagement.com

IP MANAGEMENT COMPANY P.O. Box 23271, Claremont, 7735 (021) 673-1340

www.mi-plan.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 086 143 2383

www.itransact.co.za

www.grindrodbank.co.za

JM BUSHA INVESTMENT GROUP P.O. Box 31250, Braamfontein, 2017 086 160 0060

HOLLARD INVESTMENT MANAGERS (PTY) LTD P.O. Box 87428, Houghton, 2041 0860 202Â 202

LAURIUM CAPITAL (PTY) LTD Ninth Floor, 90 Grayston Drive, Sandown (011) 263-7700

www.hollard.co.za

www.jmbusha.co.za

www.lauriumcapital.com

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555

INTEGRAL ASSET MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

METOPE INVESTMENT MANAGERS

www.imara.com

www.integralasset.co.za 12

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

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www.marriott.co.za

P.O. Box 51316, Waterfront, Cape Town, 8002 (021) 418-3760 www.metopegroup.com

COLLECTIVE INVESTMENTS

MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 www.mitonoptimal.com

NEDGROUP INVESTMENTS P.O. Box 1510, Cape Town, 8000 0860 123 263

www.nedgroupinvestments.co.za

NOVARE CAPITAL P.O. Box 4742, Tygervalley, 7530 (021) 914-7730 www.novare.com

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.pps.co.za

PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont,7735 0860 105 775 www.prudential.co.za

PSG ASSET MANAGEMENT (PTY) LTD Private Bag X3, Constantia, 7848 (021) 918-7800 www.psg.co.za

REZCO ASSET MANAGEMENT Unit 33, 4th Floor, Katherine & West Building, 114 West Street, Sandton, Johannesburg, 2196 0861 739 468 086 532 8925 www.rezco.co.za

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

SANLAM COLLECTIVE INVESTMENTS Private Bag X8, Tyger Valley,7536 0860 100 266

www.sanlaminvestments.com

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266

www.sanlaminvestments.com

SARASIN FUNDS MANAGEMENT (IRELAND) LTD George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 www.sarasin.co.uk

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800

SASFIN FINANCIAL ADVISORY SERVICES P.O. Box 95104, Grant Park, 2051 (011) 809-7500

REGARDING CAPITAL MANAGEMENT (PTY) LTD P.O. Box 45040, Claremont, 7735 (021) 657-3440

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

www.psg.co.za

www.recm.co.za

www.sasfin.com

www.seedinvestments.co.za

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COLLECTIVE INVESTMENTS

SEI INVESTMENTS (SOUTH AFRICA) LTD Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642

SENTIO CAPITAL MANAGEMENT (PTY) LTD 3rd Floor Global House, 28 Sturdee Avenue, Crn Jellicoe Ave, Rosebank, 2196 (011) 880-1994

TANTALUM CAPITAL P.O. Box 51322, Waterfront, Cape Town, 8002 (021) 680-6500

www.seic.com

www.sentio-capital.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

www.sygnia.co.za

www.tantalum.co.za

THIRD CIRCLE ASSET MANAGEMENT (PTY) LTD P.O. Box 50371, Wierda Park, 0149 086 111 4560 www.thirdcircle.co.za

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, Hyde Lane, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

COMPLIANCE COMPLI-SERVE (SA) (PTY) LIMITED P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) info@compliserve.co.za www.compliserve.co.za

Compli-Serve is an authorised compliance practice (license number CO194) and currently works with a wide spectrum of both local and offshore clients in the financial services sector. Compli Serve’s team of compliance professionals has considerable skill and expertise with the implementation and monitoring of regulatory compliance in the financial sector.

The firm works with a wide variety of clients including independent financial advisers, asset managers, hedge fund managers, private equity funds, insurers, underwriting managers, auditors and call centres.

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COMPLIANCE

ATWORK INTERNET SOFTWARE SOLUTIONS Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

COMPLIANCE CONSULTING

71 Lurgan Road, Parkview, 2193 082 901 4269 www.complianceconsulting.co.za

COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642-7974 www.compliancesa.com

COMPLI-SERVE (SA) (PTY) LIMITED

P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) info@compliserve.co.za www.compliserve.co.za

CRUX CONSULTING

P.O. Box 2762, Sunninghill, 2157 (011) 234-4991 www.cruxconsulting.co.za

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za

ISS COMPLIANCE

P.O. Box 940, Houghton, 2041 0861 COMPLY (266759) www.isssa.co.za

LOGIKAL CONSULTING (PTY) LIMITED 31 Ashford Road, Parkwood, Johannesburg 2193 (011) 100-0651 www.logikalconsulting.com

MASTHEAD (PTY) LIMITED

1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town, 7700 (021) 686-3588 www.masthead.co.za

MOONSTONE COMPLIANCE

P.O. Box 12662, Die Boord, Stellenbosch, 7613 086 111 3127 www.moonstone.co.za

NATIONAL COMPLIANCE COMPANY P.O. Box 6869, Zimbali, 4418 0860 104 194 www.nationalcompliance.co.za

ORACLE COMPLIANCE

P.O. Box 413163, Craighall, 2024 (011) 100-2551 www.oraclecompliance.com

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

SOUTHERN CHARTER WEALTH

Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

TRUSTCO FINANCIAL SERVICES

P.O. Box 6984, Johannesburg, 2000 (011) 644-6500 www.trustcofs.com

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EMPLOYEE BENEFITS

LIBERTY CORPORATE

No 1 Ameshoff Street, Braamfontein, Johannesburg (011) 408-2000 www.libertycorporate.co.za Liberty Holdings Limited is a leading Pan African financial services group with a presence in 14 countries, R566 billion assets under management, more than 2, 5 million clients and properties covering 1, 1 million square meters. We offer a full suite of solutions from asset management and investment to insurance and health products. Liberty Corporate is a core division within the Liberty Group and part of the greater Standard Bank Group. We have over 50 years’ experience, more than 8500 funds currently under administration, presence in 17 African countries and are considered market leaders in employee benefits, investment and risk solutions in the South African and Sub-Saharan African business communities. We partner with SME’s, large corporates, multinational and institutional clients to enhance the lives of their most valuable asset; their employees. We achieve this by providing a holistic range of risk and retirement solutions, that extends beyond the provision of health, investment, risk and post retirement. Our vision is to partner with companies throughout Africa by 2020, offering them peace of mind by addressing challenges they and their staff members face. Liberty Corporate is the proud winner of several prestigious industry awards, including being voted No 1 in the Sunday Times Top Brands Survey 2014; Top Brand B2B Longterm insurance category. Liberty is a Level 2 BBBEE contributor.

ABSA CONSULTANTS & ACTUARIES

FEDGROUP

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD

GTC (PTY) LTD

P.O. Box 4167, Fourways, 2055 0800 11 11 55 www.absa.co.za

P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

AON SOUTH AFRICA (PTY) LTD P.O. Box 1874, Parklands, 2121 (011) 944-7000 www.aon.co.za

BRENTHURST WEALTH MANAGEMENT

P.O. Box 10150, Fourways East, 2055 (011) 799-8100 www.bwm.co.za

CONSILIUM CAPITAL SA (PTY) LTD P.O. Box 2512, Parklands, 2121 (011) 340-1300 info@consiliumsa.co.za www.consiliumsa.co.za 16

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89 Bute Lane, Sandown 0860 011 773 www.fedgroup.co.za

P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

GUARDRISK

P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za

HOLLARD LIFE ASSURANCE COMPANY LTD P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 www.imprexxion.com

EMPLOYEE BENEFITS

LIBERTY CORPORATE

25 Ameshoff Street, Johannesburg, 2001 (011) 408-2999 www.libertycorporate.co.za

NBC HOLDINGS (PTY) LTD P.O. Box 32528, Braamfontein, 2017 (010) 206-0000 www.nbc.co.za

NEDGROUP INVESTMENTS

P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za

NOVARE ACTUARIES AND CONSULTANTS P.O. Box 4742, Tygervalley, 7536 (021) 914 7730 www.novare.com

PSG CORPORATE

SANLAM EMPLOYEE BENEFITS P.O. Box 1, Sanlamhof, 7532 0860 726 526 www.sanlam.co.za

SASFIN BANK LTD P.O. Box 1, Sanlamhof, 7532 0860 726 526 www.sasfin.com

SEED INVESTMENTS

P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

SIMEKA CONSULTANTS & ACTUARIES

P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

SOUTHERN CHARTER WEALTH

35 Kerk Street, Stellenbosch 7600 (021) 918-7800 www.psg.co.za

Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

RISCURA SOLUTIONS (PTY) LTD

SYGNIA ASSET MANAGEMENT

RISK BENEFIT SOLUTIONS

WORKERS RETIREMENT FUND

P.O. Box 23983, Claremont, 7735 (021) 673-6999 www.riscura.com

P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

P.O. Box 522417, Saxonwold, 2132 (011) 442-2464 www.workersretirementfund.com

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ETFs

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800

www.ashburtoninvestments.com

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070 www.capital-iom.com

CORESHARES P.O. Box 78011, Sandton, 2146 (011) 321-5571 www.coreshares.co.za

DB X-TRACKERS P.O. Box 4769, Randburg 2125 0861 111 288 www.dbxtrackers.co.za

NEDBANK CAPITAL P.O. Box 1144, Johannesburg, 2000 0860 555 111

www.nedbankcapital.co.za

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 726 526 www.sanlam.co.za

SATRIX MANAGERS (RF) (PTY) LTD P.O. Box 653477, Benmore, 2010 0861 100 670

ETFSA P.O. Box 36, Cresta, Johannesburg, 2118 (011) 274-6171

www.satrix.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

www.etfsa.co.za

www.itransact.co.za

www.seedinvestments.co.za

FINANCIAL PLANNING SOLUTIONS INVESTEC BANK LTD P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.co.za

"Investec Structured Products, an operating unit of Investec Corporate and Institutional Banking, has a notable track record and is globally recognised. We opened our South African unit in 2002 and launched our UK business in 2008.

The products, which are linked to selected international indices, are specifically tailored to offer clients unique investment opportunities, principle protection and gearing.

Investec Structured Products has recently been awarded SRP Best Performance and Best Distributor for Africa.

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FINANCIAL PLANNING SOLUTIONS

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 0860 111 234 www.alexanderforbes.co.za

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

www.alexanderforbesinvestments.co.za

ALLEGIANCE CONSULTING (PTY) LTD Postnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 www.allegiance.co.za

ANCHOR PRIVATE CLIENTS P.O. Box 1337 Gallo Manor, 2052 (011) 591-0677 www.anchorcapital.co.za

ATWORK INTERNET SOFTWARE SOLUTIONS Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways, 2055 (011) 799-8100

DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 capetown@devere-southafrica.co.za www.devere-group.com

GRAVITON FINANCIAL PARTNERS (PTY) LTD The Oval, Kildare House, 1 Oakdale Road, Newlands, 7700 0860 133 441 info@gravitonfp.com www.gravitonfp.com

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

HOLLARD INVESTMENT MANAGERS (PTY) LTD P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192 www.imara.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

CITADEL INVESTMENT SERVICES LTD P.O. Box 23388, Claremont, 7735 (021) 670-9100

INVESTEC BANK LTD P.O. Box 785700, Sandton, 2146 (011) 286-7000

www.bwm.co.za

www.cstone.co.za

www.citadel.co.za

www.integralwealth.co.za

www.investec.co.za

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FINANCIAL PLANNING SOLUTIONS

IRESS WEALTH MANAGEMENT (PTY) LTD P.O. Box 526, Westville, 3630 (010) 492-1111

MOMENTUM P.O. Box 7400, Pretoria, 0046 0861 110 220

KRUGER INTERNATIONAL PRIVATE WEALTH MANAGEMENT P.O. Box 72260, Parkview, 2122 (011) 726-7700

NEDGROUP LIFE P.O. Box 149175, East End, 4018 0860 555 111

www.iress.co.za

www.krugerinternasionaal.co.za

MASTHEAD FINANCIAL PLANNING P.O. Box 765, Howard Place, 7450 0861 737 858 www.mastheadfp.co.za

MI-PLAN™ | RETIREMENT PARTNERS P.O. Box 23271, Claremont, 7735 (021) 673-1340 www.mi-plan.co.za

www.momentum.co.za

www.nedbankcapital.co.za

OLD MUTUAL WEALTH P.O. Box 207, Cape Town, (021) 524 - 4400 www.omwealth.co.za

PIONEER WEALTH MANAGERS 54 on Bath (First Floor), 54 Bath Avenue, Rosebank, Johannesburg (011) 880-4710 www.pioneer.co.za

“Thinking is the hardest work there is, which is probably the reason so few engage in it.”

- Henry Ford

Let us do the financial thinking for you.

GTC offers: Private client wealth management Employee benefits consulting Employee benefits consulting Healthcare consulting Short-term risk solutions

Stockbroking Derivatives trading Unit trust management Asset management Fiduciary services

With offices in Johannesburg, Durban and Cape Town, we are well-placed to help you. Call us. t. +27 (0) 10 597-6800 f. +27 (0) 10 597 6801 e. info@gtc.co.za w. www.gtc.co.za An authorised Financial Services Provider FSP no. 731

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FINANCIAL PLANNING SOLUTIONS

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 773 (021) 671-1220 www.privateclient.co.za

PROFIDA - COMPUTER SCIENCE SOFTWARE (PTY) LTD P.O. Box 1174, Durbanville, 7551 (021) 975-0215 www.profida.co.za

PSG CORPORATE

35 Kerk Street, Stellenbosch 7600 (021) 918-7800 www.psg.co.za

RISK BENEFIT SOLUTION P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

www.seedinvestments.co.za

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300

www.simekaconsult.co.za

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848 0800 505 050 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024 (011) 807-6182

www.wealthassociates.co.za

FUND MANAGERS ALUWANI CAPITAL PARTNERS (PTY) LTD EPPF Office Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 (021)Â 204-3800 www.aluwanicapital.co.za

ALUWANI Capital Partners is an independent black owned investment management business that aims to make a lasting impact in South Africa and the rest of the African continent. We are registered with the Financial Services Board (FSB) and are an approved investment manager in terms of the Financial Advisory and Intermediary Services Act (FAIS). Our core offering is active investment management with research and product capabilities across all asset classes.

We were established on a foundation of strong partners that are committed to building a sustainable and transformative business.

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FUND MANAGERS

ARGON ASSET MANAGEMENT 1st floor Colinton House, 1 Oakdale Road, Newlands, 7700 Tel: (021) 670-6570 Fax: (021) 671-8252

www.argonassetmanagement.co.za

Argon Asset Management is an independent, owner-managed firm that provides investment management services to both institutional and retail clients. Over a period of 12 years of active investment management, we have grown assets under management organically from zero to R32 billion (end March 2017). Through our active research-based fundamental investment process, our award-winning funds have consistently delivered excellent performance, thereby creating sustainable long-term wealth for our clients. Our global offering is through our exclusive partnership with Schroders Investment Management for Southern Africa institutional investors.

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za www.coronation.com

Coronation Fund Managers is an independent asset management company that was founded more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a long-term, valuation-driven investment approach. Our focus is solely on fund management and earning our clients’ trust through the generation of strong investment performance over the long term and an appropriate product offering. Headquartered in Cape Town, we are one of the leading managers of third-party assets in South Africa.

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

www.investecassetmanagement.com

Investec Asset Management is a global investment management firm serving institutional investors, advisers and individual savers. Established as a start-up in 1991 in South Africa, we have grown to an international business managing R1.6 trillion* on behalf of clients based all over the world.

The firm seeks to create a profitable partnership between clients, shareholders and employees, and to exceed clients’ performance and service expectations. Investec Asset Management is a independently managed part of the Investec Group, which is listed in London and Johannesburg. Employees are equity stakeholders in the firm. *As at 31 March 2017 22

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Now putting your money to work is our job.

For nearly a quarter of a century Coronation has outperformed the market, making your money work hard for you.

NET#WORK BBDO 813446/E

If you’re thinking of investing, visit becauseitsyourmoney.com

Coronation is an authorised financial services provider and approved manager of collective investment schemes. Trust is Earned™.

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FUND MANAGERS

MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 4th Floor, North Wing, 90 Rivonia Road, Sandton Tel: (010) 001-8300 Fax: (010) 001-8600 www.mazi.co.za

Mazi is an independent and owner managed boutique investment management business that was founded in 2006 by Malungelo Zilimbola.

We manage in excess of R35 billion on behalf of both institutional and retail clients. Our niche product offering spans from equities to multi-asset class and hedge fund portfolios.

The Mazi funds have won various performance based industry awards, with the latest being the Raging Bull Awards for the Best Equity Fund on a Risk Adjusted Basis and the Morning Star Award for the Best Equity Fund in SA (2015).

PRESCIENT INVESTMENT MANAGEMENT (PTY) LTD Prescient House, Westlake Business Park, Otto Close, Westlake 7945 Tel: (021) 700-3600 Fax: (021) 700-3700 www.prescient.co.za

Prescient Investment Management is an independent investment management company specialising in the portfolio and risk management of institutional, pension, provident fund and retail assets.

Our core investment philosophy is centred around capital preservation and the management of downside risk. Our objective is to perform in line with the relevant benchmarks on the upside while focusing on strategies to protect the fund against downside volatility i.e. limiting the losses that any downward movements in the market may have on the portfolio.

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, Hyde Lane, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

Truffle is a boutique investment management company with a focused product range and a formidable core team of highly experienced investment professionals. We offer equity long-only, flexible and balanced mandates as well as hedge fund products to selective clients.

Truffle’s investment team adopts a common fundamental valuation philosophy and disciplined investment process to provide investors with sustainable and reliable investment returns.

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FUND MANAGERS

36ONE ASSET MANAGEMENT Private Bag 10361, Sandton, 2146 (011) 722-7390 www.36one.co.za

ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 0800 111 155 www.absa.co.za

AEON INVESTMENT MANAGERS 4th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 204-6061 www.aeonim.co.za

AFENA CAPITAL P.O. Box 23883, Claremont, 7735 (021) 657-6240

www.afenacapital.com

ALLAN GRAY PROPRIETARY LTD P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

ALUWANI CAPITAL PARTNERS (PTY) LTD EPPF Office Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 (021)Â 204-3800 www.aluwanicapital.co.za

ANCHOR ASSET MANAGEMENT P.O. Box 1337, Gallo Manor, 2052 (011) 591-0500 www.anchorcapital.co.za

ARGON ASSET MANAGEMENT 1st floor Colinton House, 1 Oakdale Road, Newlands, 7700 (021) 670-6570

www.argonassetmanagement.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287

www.ashburtoninvestments.com

BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620

www.bayhillcapital.co.za

BLUEALPHA INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409-7100 www.bluealphafunds.com

CADIZ ASSET MANAGEMENT P O Box 44547, Claremont, 7735 08000 CADIZ / 08000 22349 www.cadiz.co.za

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070 www.capital-iom.com

CAPRICORN FUND MANAGERS (PTY) LTD P.O. Box 352090, Benmore, 2010 (011) 666-0700

www.capricorncapital.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 www.cstone.co.za

CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za

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FUND MANAGERS

CENTAUR ASSET MANAGEMENT (PTY) LTD P.O. Box 35, Newlands, 7725 (021) 685-2408/9 www.centaur.co.za

CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, 2196 (011) 771-1960 www.clucasgray.co.za

COLOURFIELD LIABILITY SOLUTIONS (PTY) LTD Unit 16b, 3 Melrose Boulevard, Melrose Arch, Johannesburg 0861 007 656

www.fairtree.com

FLAGSHIP ASSET MANAGEMENT (PTY) LTD Private Bag X21, Constantia, 7848 (021) 794-3140 www.flagshipsa.com

www.colourfield.co.za

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988

CONSILIUM CAPITAL SA (PTY) LTD P.O. Box 2512, Parklands, 2121 (011) 340-1300 info@consiliumsa.co.za

FUTUREGROWTH ASSET MANAGEMENT Private Bag X6, Newlands, 7725 (021) 659-5300

www.consiliumsa.co.za

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za

www.foord.co.za

www.futuregrowth.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrodbank.co.za

www.coronation.com

GRYPHON ASSET MANAGEMENT (PTY) LTD Private Bag X20, Tygervalley, 7536 (021) 915-5100

ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000 (021) 426-1313

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800

www.elementim.co.za

EMPEROR ASSET MANAGEMENT Postnet Suite 247, Private Bag X1, Melrose Arch, 2076 087 940 6121 www.emperor.co.za 26

FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943-3790

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www.gryphon.com

www.gtc.co.za

HUYSAMER CAPITAL INVESTMENTS P.O. Box 98663, Sloanpark, 2152 (011) 958-0005 www.huysamercapital.com

XXX

+27 11 340 1300

info@consiliumsa.co.za

www.consiliumsa.co.za

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FUND MANAGERS

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6181

METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760

INTEGRAL ASSET MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

MOMENTUM ASSET MANAGEMENT Private Bag 9959, Sandton, 2146 0861 110 220

www.imara.com

www.integralasset.co.za

www.investecassetmanagement.com

JM BUSHA INVESTMENT GROUP P.O. Box 31250, Braamfontein, 2017 0861 6000 60 www.jmbusha.co.za

www.mitonoptimal.com

www.momentum.co.za

OBSIDIAN CAPITAL P.O. Box 413407, Craighall, 2024 (011) 219-6300

www.obsidiancapital.co.za

KAGISO ASSET MANAGEMENT P.O. Box 1016, Cape Town, 8000 0800 864 418

PAN-AFRICA ASSET MANAGEMENT (PTY) LTD Private Bag X9962, Sandton, 2146 (011) 463-0300

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555

PEREGRINE HOLDINGS P.O. Box 650361, Benmore, 2010 (011) 722-7400

MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 (010) 001-8300

PERPETUA INVESTMENT MANAGERS (PTY) LTD P.O. Box 44367, Claremont, 7735 (021) 674-4274

MERGENCE INVESTMENT MANAGERS P.O. Box 8275, Roggebaai, 8012 (021) 433-2960

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS)

www.kagisoam.com

www.marriott.co.za

www.mazi.co.za

www.mergence.co.za 28

www.metopegroup.com

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www.pam-asset.co.za

www.peregrine.co.za

www.perpetua.co.za

www.ppsinvestments.co.za

FUND MANAGERS

PRESCIENT INVESTMENT MANAGEMENT (PTY) LTD Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700-3600 www.prescient.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za

PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont, 7735 0860 105 775 www.prudential.co.za

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

REGARDING CAPITAL MANAGEMENT (PTY) LTD P.O. Box 45040, Claremont, 7735 (021) 657-3440 www.recm.co.za

RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

SASFIN BANK LTD P.O. Box 95104, Grant Park, 2051 (011) 809-7500 www.sasfin.com

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

SEI INVESTMENTS (SOUTH AFRICA) LTD Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 www.seic.com

SENTIO CAPITAL MANAGEMENT (PTY) LTD 3rd Floor Global House, 28 Sturdee Avenue, Cnr Jellicoe Ave, Rosebank, South Africa, 2196 (011) 880-1994 www.sentio-capital.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266

TANTALUM CAPITAL P.O. Box 51322, Waterfront, Cape Town, 8002 (021) 680-6500

www.rmih.co.za

www.sanlaminvestments.com

www.sygnia.co.za

www.tantalum.co.za

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FUND MANAGERS

THIRD CIRCLE ASSET MANAGEMENT (PTY) LTD P.O. Box 50371, Wierda Park, 0149 086 111 4560 www.thirdcircle.co.za

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, Hyde Lane, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

UMBONO FUND MANAGERS (PTY) LTD Postnet Suite 201, Private Bag X30500, Houghton, 2041 (011) 484-5005 www.umbono.com

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000

www.worldwidecapital.com

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INDUSTRY BODIES

THE FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P.O. Box 27076, Benrose, 2011 082 449 2569 secretariat@fisa.net.za www.fisa.net.za

FISA is a non-profit organisation representing fiduciary practitioners and setting high minimum standards for the industry.

FISA members come from trust companies and banks, as well as the legal, accounting and financial planning professions. They do estate planning, draft wills, administer trusts, deceased estates, and beneficiary funds, supply tax advice and compliance services, and administer client assets.

FISA helps to smooth processes for members and the public, through its good working relationships with the Master’s Office and SARS. ACTUARIAL SOCIETY OF SOUTH AFRICA P.O. Box 4464, Cape Town, 8000 (021) 509-7880

www.actuarialsociety.org.za

BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF) P.O. Box 2324, Parklands, 2121 0861 30 20 10 www.bhfglobal.com

COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642-7974 www.compliancesa.com

COUNCIL FOR MEDICAL SCHEMES Private Bag X34, Hatfield, 0028 0861 123 267

FASSET P.O. Box 6801, Cresta, 2118 086 101 0001

www.fasset.org.za

FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA) P.O. Box 11901, Centurion, 0046 (012) 665-0085 www.fia.org.za

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za

www.medicalschemes.com

FINANCIAL SERVICES BOARD (FSB) P.O. Box 35655, Menlo Park, 0102 0800 20 20 87

FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470-9080

INSTITUTE OF RETIREMENT FUNDS P.O. Box 78870, Sandton, 2146 (011) 450-1670 / 081 559 1960

www.faisombud.co.za

www.fsb.co.za

www.irf.org.za

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31

INDUSTRY BODIES

INSURANCE SECTOR EDUCATION AND TRAINING AUTHORITY (INSETA) P.O. Box 32035, Braamfontein, 2017 0861 130 013

www.tei.org.za

OMBUDSMAN FOR LONG TERM INSURANCE Private Bag X45, Claremont, 7735 0860 103 236

THE FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P.O. Box 27076, Benrose, 2011 082 449 2569 secretariat@fisa.net.za

OMBUDSMAN FOR SHORT TERM INSURANCE P.O. Box 32334, Braamfontein, 2017 (011) 726-8900

THE INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555-1800

SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM) Postnet Suite 673, Private Bag X29, Gallo Manor, 2052 (011) 802-4768

THE INSURANCE INSTITUTE OF SOUTH AFRICA P.O. Box 413264, Craighall, 2014 0861 00 IISA (4472)

THE BANKING ASSOCIATION OF SOUTH AFRICA P.O. Box 61674, Marshalltown, 2107 (011) 645-6700

THE SOUTH AFRICAN INSURANCE ASSOCIATION (SAIA) P.O. Box 30619, Braamfontein, 2017 (011) 726-5381

www.inseta.org.za

www.ombud.co.za

www.osti.co.za

www.saifm.co.za

www.banking.org.za

32

THE ETHICS INSTITUTE OF SOUTH AFRICA P.O. Box 11233, Hatfield, 0028 (012) 342-2799

DIRECTORY 2017|18

www.fisa.net.za

www.irmsa.org.za

www.iisa.co.za

www.saia.co.za

LISPS

INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 500 100 www.investecassetmanagement.co.za

Investec Investment Management Services (IMS), established in 1994, is proud to be part of Investec Asset Management. The IMS business has been built on partnerships with investment-focused financial advisers who are industry leaders and pioneers in their field.

With more than R145 billion* in AUM, IMS is the largest IFA-focused investment platform in South Africa and has a genuine approach to partnering with independent financial advisers.

We are committed to preserving the independence of IFAs and firmly believe in the importance of providing quality advice to investors. Our platform provides investors access to leading South African unit trust funds when saving for retirement, children’s education, or any other goal. Our extensive range of investment solutions offers a seamless integration between local and offshore investments. *As at 31 March 2017 ABSA INVESTMENT MANAGEMENT SERVICES P.O. Box 6115, Johannesburg, 2000 0860 557 557

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 500 100

www.absa.co.za

www.alexanderforbesinvestments.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287

www.ashburtoninvestments.com

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070 www.capital-iom.com

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) (021) 947-9210 www.glacier.co.za

HOLLARD INVESTMENT MANAGERS (PTY) LTD P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

www.integralwealth.co.za

www.investecassetmanagement.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383

www.itransact.co.za

MOMENTUM WEALTH P.O. Box 7400, Pretoria, 0046 ShareCall number: 0860 546 533, International number: +27 (0) 675-3000, Local: (012) 675-3941 wealthservice@momentum.co.za www.momentum.co.za

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za DIRECTORY 2017|18

33

LISPS

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

LO N G -T E R M I N S U R A N C E ALEXANDER FORBES FINANCIAL SERVICES (PTY) LIMITED P.O. Box 787240, Sandton, 2146 (011) 269-0000

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways East, 2055 (011) 799-8100

ALLAN GRAY LIFE LIMITED P.O. Box 51318, V&A Waterfront, 8002 0860 000 654

CADIZ LIFE LIMITED P.O. Box 44547, Claremont, 7735 08000 CADIZ / 08000 22349

AON SOUTH AFRICA (PTY) LIMITED P.O. Box 1874, Parklands, 2121 (011) 944-7000

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 (011) 268-6490

ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 086 123 5664

www.assupol.co.za

CLIENTELE LIFE ASSURANCE COMPANY LIMITED P.O. Box 1316, Rivonia, 2128 (011) 320-3000

ATWORK INTERNET SOFTWARE SOLUTIONS P.O. Box 35900, Menlo Park, 0102 0861 289 675

DISCOVERY LIFE LIMITED P.O. Box 784262, Sandton, 2146 0860 005 433

www.alexanderforbes.co.za

www.allangray.co.za

www.aon.co.za

www.atwork.co.za 34

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www.bwm.co.za

www.cadiz.co.za

www.centriq.co.za

www.clientelelife.com

www.discovery.co.za

LO N G -T E R M I N S U R A N C E

FEDGROUP P.O. Box 782823, Sandton, 2146 0860 011 773 www.fedgroup.co.za

FMI Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 10 52 08 www.fmi.co.za

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) (021) 947-9210 www.glacier.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000

www.guardrisk.co.za

HOLLARD LIFE ASSURANCE COMPANY LIMITED P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192 www.imara.com

We have grown since 1913 to become a trusted leader in our selected markets. We pride ourselves in knowing what the emerging market needs. We pay valid funeral claims within 24 hours or sooner, offer affordable, innovative and relevant products and are transparent in our selling process and fair in our dealings with clients. In addition, we are accessible through our extensive branch network nationwide.

2015 2016

2017 BEST LIFE ASSURER WINNER SOUTHERN AFRICA

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LO N G -T E R M I N S U R A N C E

IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 www.imprexxion.com

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

KGA LIFE LIMITED P.O. Box 1769, Bellville, 7535 (021) 944-6346 www.kga.co.za

LIBERTY GROUP LIMITED P.O. Box 10499, Johannesburg, 2000 0860 456 789 www.liberty.co.za

LION OF AFRICA LIFE ASSURANCE The Boulevard Office Park, 1st Floor Block D, Searle Street, Woodstock, Cape Town (021) 461-8233 www.lionlife.co.za

www.pps.co.za

REGENT LIFE ASSURANCE COMPANY P.O. Box 674, Edenvale, 1610 0860 734 368 www.regentinsurance.co.za

RGA REINSURANCE COMPANY OF SOUTH AFRICA LIMITED 7th Floor, The Terraces, Black River Park, 2 Fir Street, Observatory, Cape Town, 7925 (021) 486-1700 www.rgare.com

RGA REINSURANCE COMPANY OF SOUTH AFRICA LIMITED 1st Floor, Sentinel House, Sunnyside Office Park, 32 Princess of Wales Terrace, Parktown, Johannesburg, 2193 (011) 484-0577 www.rgare.com

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

MOMENTUM Private Bag 9959, Sandton, 2146 0861 110 220

SAFRICAN INSURANCE COMPANY LIMITED P.O. Box 616, Johannesburg, 2000 (011) 778-8000

NEDGROUP LIFE P.O. Box 1510, Cape Town, 8000 0860 123 263

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

NESTLIFE ASSURANCE P.O. Box 2919, Houghton, 2041 (011) 783-9112

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300

www.momentum.co.za

www.nedgroupinvestments.co.za

www.nestlife.co.za 36

PPS INSURANCE COMPANY LIMITED P.O. Box 1089. Houghton, 2041 0860 468 777 (0860 INV PPS)

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www.safrican.co.za

www.seedinvestments.co.za

www.simekaconsult.co.za

LO N G -T E R M I N S U R A N C E

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024 (011) 807-6182 www.wealthassociates.co.za

MEDICAL ABSA HEALTH CARE CONSULTANTS P.O. Box 4167, Fourways, 2191 0800 11 11 55 www.absa.co.za

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

BESTMED MEDICAL SCHEME P.O. Box 2297, Pretoria, 0001 086 000 2378 www.bestmed.co.za

BONITAS MEDICAL FUND P.O. Box 1101, Florida Glen, 1709 0860 002 108

COMPCARE WELLNESS MEDICAL SCHEME Private Bag X49, Rivonia, 2128 0861 222 777

www.compcarewellness.co.za

DISCOVERY HEALTH MEDICAL SCHEME P.O. Box 786722, Sandton, 2146 0860 99 88 77 www.discovery.co.za

FEDHEALTH MEDICAL SCHEME Private Bag X3045, Randburg, 2125 0860 011 773 www.fedgroup.co.za

www.bonitasmedicalfund.co.za

GENESIS MEDICAL SCHEME P.O. Box 5467, Cape Town, 8000 0861 56 46 66

BUPA INTERNATIONAL C/o SwissFin, 1st Floor, 204 Oxford Road, Illovo, Johannesburg (011) 268-0211

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800

www.bupa.co.za

www.genesismedical.co.za

www.gtc.co.za

CAPE MEDICAL PLAN P.O. Box 966, Parow, 7499 (021) 937-8300

HOSMED P.O. Box 16148, Doornfontein, 2028 0860 00 00 48Â

COMMUNITY MEDICAL AID SCHEME (COMMED) Private Bag X146, Halfway House, 1685 0861 311 911

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

www.cmp.co.za

www.commed.co.za

www.hosmed.co.za

www.integralwealth.co.za

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MEDICAL

KEY HEALTH MEDICAL SCHEME P.O. Box 14145, Lyttelton, 0140 0860 671 050

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

MAKOTI MEDICAL SCHEME Private Bag X47, Rivonia, 2128 (011) 208-1000

SELFMED MEDICAL SCHEME P.O. Box 5543, Tyger Valley, 7536 0860 73 53 63

MEDIHELP P.O. Box 26004, Arcadia, 0007 0860 100 678

SIZWE MEDICAL FUND P.O. Box 62345, Marshalltown, 2107 0860 100 871

MEDIMED MEDICAL SCHEME P.O. Box 1672, Port Elizabeth, 6000 (041) 395-4474

SPECTRAMED Private Bag X30, Gallo Manor, 2052 0861 SPECTRA (773 2872)

www.keyhealthmedical.co.za

www.makotihealth.co.za

www.medihelp.co.za

www.medimed.co.za

MEDSHIELD MEDICAL SCHEME P.O. Box 4346, Randburg, 2125 086 000 2120 www.medshield.co.za

MOMENTUM HEALTH P.O. Box 2338, Durban, 4000 0860 117 859 www.momentum.co.za

PHAROS MEDICAL PLAN P.O. Box 343, Westville, 3630 (031) 267-5000 www.pharosmp.co.za

SECHABA MEDICAL SOLUTIONS P.O. Box 26070 Doornfontein, 2028 (011) 353-0000 www.sechabamedical.co.za

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www.seedinvestments.co.za

www.selfmed.co.za

www.sizwe.co.za

www.spectramed.co.za

SWISSFIN FINANCIAL CONSULTING P.O. Box 270, Century City, Cape Town, 7446 (021) 551-3331 www.swissfin.co.za

THEBEMED MEDICAL AID SCHEME P.O. Box 4709, Johannesburg, 2000 0861 THEBEMED/0861 84 32 36 www.thebemed.co.za

TOPMED MEDICAL SCHEME Bella Rosa Village, Bella Rosa Street, Cento Building, 21C East Wing, Bellville, 7530 (021) 914-6985 www.topmed.co.za

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024 (011) 807-6182

www.wealthassociates.co.za

M U LT I - M A N A G E R S 27FOUR INVESTMENT MANAGERS P.O. Box 522417, Saxonwold, Johannesburg, 2132 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, 2196 (011) 442-2464 Toll-free: 0800 000 274 Twitter: @27four (011) 442-2465 www.27four.co.za

27four Investment Managers is an independent multi-manager catering for the differing investment needs of retirement funds, corporations and individuals. The firm is recognised for unseating South Africa’s corporate giants through the provision of innovative solutions and for identifying unique sources of return. The strength of our investment team is evidenced by the numerous awards won both in South Africa and on the continent, which include a total of 6 Raging Bull and 4 Morningstar awards.

27FOUR INVESTMENT MANAGERS P.O. Box 522417, Saxonwold, 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, 2196 Johannesburg, 2132 (011) 442-2464 Toll-free: 0800 000 274 (011) 442-2465

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725

ABSA MULTI MANAGEMENT P.O. Box 6115, Johannesburg, 2000 0800 11 11 55

EFFICIENT GROUP 81 Dely Road, Hazelwood, Pretoria, 0081 087 944 7999

www.27four.co.za

www.absa.co.za

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

www.alexanderforbesinvestments.co.za

ANALYTICS P.O. Box 411939, Craighall 2024 (011) 463-9600 www.analytics.co.za

ANCHOR MULTI-MANAGERS P.O. Box 1337, Gallo Manor, 2052 (011) 591-0627 www.anchorcapital.co.za

www.capital-iom.com

EFFICIENT ADVISE 81 Dely Road, Hazelwood, Pretoria, 0081 087 944 7999 www.efadvise.co.za

www.efgroup.co.za

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

HOLLARD INVESTMENT MANAGERS (PTY) LIMITED P.O. Box 87428, Houghton, 2041 0860 202 202

www.hollard.co.za

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M U LT I - M A N A G E R S

MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 www.mitonoptimal.com

www.sanlaminvestments.com

NOVARE INVESTMENTS P.O. Box 4742, Tygervalley, 7536 (021) 914-7730

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS)

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 773 (021) 671-1220

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000

www.novare.com

www.pps.co.za

www.privateclient.co.za

www.psg.co.za

www.sanlaminvestments.com

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SANLAM MULTI MANAGEMENT Private Bag X8, Tygervalley, 7536 0860 100 266

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www.seedinvestments.co.za

www.southerncharter.co.za

www.stanlib.com

www.sygnia.co.za

www.worldwidecapital.com

OFFSHORE

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za www.coronation.com

Coronation Fund Managers is an independent asset management company that was founded more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a long-term, valuation-driven investment approach. Our focus is solely on fund management and earning our clients’ trust through the generation of strong investment performance over the long term and an appropriate product offering. Headquartered in Cape Town, we are one LOGO of the leading managers of third-party assets in South Africa.

CYPRIOT REALTY P.O. Box 23644, Claremont, 7735, 33 Stegman Road, Newlands, 7700 083 448 8734 Contact: Jenny Ellinas, Founder & Managing Director.

Email: jenny@cypriotrealty.com Skype: jenny.ellinas

c ypr y pr iot

Realty

YOUR KEY TO LIVING IN BEAUTIFUL CYPRUS

www.cypriotrealty.com

Cypriot Realty is a proudly South African company in operation for nearly 9 years. We are recognised and respected as Southern Africa's authoritative offshore investment specialists, promoting Cyprus as an ideal destination for acquiring a 2nd citizenship or permanent residency, for property investment, immigration or retirement and also starting an EU-based business. We understand investor's needs. Contact us for a confidential meeting to discuss how we can help you realise your Plan B in Europe. Cypriot Realty - your key to living in beautiful Cyprus!

HENLEY & PARTNERS Cape Town: Great Westerford, 240 Main Road, Rondebosch Johannesburg: Floor 2, 44 Melrose Boulevard, Melrose Arch, Birnam CT: (021) 850-0524 Jhb: (010) 020-4088 southafrica@henleyglobal.com www.henleyglobal.com

The global leader in residence and citizenship planning, Henley & Partners has been a trusted adviser to both private clients and international governments for more than 20 years.

Through a worldwide network of 27 offices, the firm offers the best solutions to suit each individual’s unique investment and lifestyle requirements.

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OFFSHORE

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

www.investecassetmanagement.com

Investec Asset Management is a global investment management firm serving institutional investors, advisers and individual savers. Established as a start-up in 1991 in South Africa, we have grown to an international business managing R1.6 trillion* on behalf of clients based all over the world. The firm seeks to create a profitable partnership between clients, shareholders and employees, and to exceed clients’ performance and service expectations. Investec Asset Management is a independently managed part of the Investec Group, which is listed in London and Johannesburg. Employees are equity stakeholders in the firm. *As at 31 March 2017

27FOUR INVESTMENT MANAGERS P.O. Box 522417, Saxonwold, Johannesburg, 2132 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, 2196 (011) 442-2464 Toll-free: 0800 000 274 www.27four.co.za

ACPI (SA) PTY LTD P.O. Box 411325, Craighall, 2024 (011) 771-5315 www.acpi.com

ALEXANDER FORBES INVESTMENTS P.O. Box 786055, Sandton, 2146 0860 333 316

www.anchorcapital.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287

www.ashburtoninvestments.com

ATWORK INTERNET SOFTWARE SOLUTIONS Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

www.alexanderforbesinvestments.co.za

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways, 2055 (011) 799-8100

ALLAN GRAY PROPRIETARY LTD P.O. Box 581318, V&A Waterfront, 8002 0860 000 654

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070

www.allangray.co.za

ANCHOR ASSET MANAGEMENT P.O. Box 1337 Gallo Manor, 2052 (011) 591-0500 www.anchorcapital.co.za

42

ANCHOR PRIVATE CLIENTS P.O. Box 1337, Gallo Manor, 2052 (011) 591-0677

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www.bwm.co.za

www.capital-iom.com

CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za

OFFSHORE

CITADEL INVESTMENT SERVICES LTD P.O. Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za

www.franklintempleton.co.za

CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771-1960

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) (021) 947-9210

www.clucasgray.co.za

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 clientservice@coronation.co.za LOGO

www.coronation.com

CYPRIOT REALTY P.O. Box 23644, Claremont, 7735, 33 Stegman Road, Newlands, 7700 083 448 8734 jenny@cypriotrealty.com

c ypriot

Realty

YOUR KEY TO LIVING IN BEAUTIFUL CYPRUS

DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 capetown@devere-southafrica.co.za FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 www.foord.co.za

www.glacier.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrodbank.co.za

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

www.cypriotrealty.com

www.devere-group.com

FRANKLIN TEMPLETON INVESTMENTS (PTY) LTD PostNet Suite #12, Private Bag X1005, Claremont, 7735 (021) 831-7400

HENLEY & PARTNERS Cape Town: Great Westerford, 240 Main Road, Rondebosch Johannesburg: Floor 2, 44 Melrose Boulevard, Melrose Arch, Birnam CT: (021) 850-0524 Jhb: (010) 020-4088 southafrica@henleyglobal.com www.henleyglobal.com

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192 www.imara.com

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

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OFFSHORE

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900

www.investecassetmanagement.com

MITONOPTIMAL SOUTH AFRICA (PTY) LTD P.O. Box 45068, Claremont, 7733 (021) 689-3579 www.mitonoptimal.com

www.itransact.co.za

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800

KRUGER INTERNATIONAL PRIVATE WEALTH MANAGEMENT P.O. Box 72260, Parkview, 2122 (011) 726-7700

SANLAM INTERNATIONAL INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383

www.krugerinternasionaal.co.za

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za

METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760 www.metopegroup.com

www.psg.co.za

www.sanlaminvestments.com

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com

SARASIN FUNDS MANAGEMENT (IRELAND) LTD George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 www.sarasin.co.uk

The future of investing www.mitonoptimal.com

South Africa | Guernsey | Singapore | United Kingdom | Isle of Man MitonOptimal South Africa (Pty) Limited Registration No. 2005/032750/07. Authorised Financial Services Provider License No. 28160 Telephone: 021 689 3579

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Discretionary Fund Management

OFFSHORE

SASFIN BANK LTD P.O. Box 95104, Grant Park, 2051 (011) 809-7500 www.sasfin.com

SASFIN SECURITIES P.O. Box 299, Johannesburg, 2000 (011) 809-7500 www.sasfinsecurities.co.za

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

SEI INVESTMENTS (SOUTH AFRICA) LTD Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 www.seic.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

THE STANDARD BANK OF SOUTH AFRICA LTD 7th Floor, West Wing, 30 Baker Street, Rosebank, 2196 0860 123 000

www.standardbank.co.za

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848 0800 505 050 www.warwickwealth.com

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45

PRIVATE CLIENTS

36ONE ASSET MANAGEMENT Private Bag 10361, Sandton, 2146 (011) 722-7390 www.36one.co.za

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LIMITED P.O. Box 787240, Sandton, 2146 www.alexanderforbes.co.za

ANCHOR PRIVATE CLIENTS P.O. Box 1337, Gallo Manor, 2052 (011) 591-0677 www.anchorcapital.co.za

CITADEL INVESTMENT SERVICES LIMITED P.O. Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za

CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771-1960 www.clucasgray.co.za

CONSILIUM SECURITIES (PTY) LTD P.O. Box 2512, Parklands, 2121 (011) 340-1300 info@consiliumsec.co.za www.consiliumsa.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrodbank.co.za

46

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IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6181 www.imara.com

MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 (011) 530-8400

www.maitlandgroup.com

METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760 www.metopegroup.com

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

SANLAM PRIVATE INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

S H O RT-T E R M I N S U R A N C E

ACE INSURANCE LTD P.O. Box 1192, Saxonwold, 2132 (011) 722-5700

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000

ALEXANDER FORBES INSURANCE P.O. Box 786053, Sandton, 2146 0860 111 234 www.alexanderforbes.co.za

IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600

AUTO & GENERAL INSURANCE COMPANY LTD P.O. Box 11250, Johannesburg, 2000 0861 00 12 69

INDWE RISK SERVICES Private Bag X7, Northlands, 2116 0860 13 13 14

www.acegroup.com

www.autogen.co.za

www.guardrisk.co.za

www.imprexxion.com

www.indwerisk.co.za

BRYTE INSURANCE Miriam Makeba Street, Westgate, Johannesburg 0860 001 121

INFINITI INSURANCE P.O. Box 23, Strathavon, 2031 0860 00 2526 info@infinitiafrica.com

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 (011) 268-6490

KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 0860 50 50 50

www.brytesa.com

www.centriq.co.za

www.infinitiafrica.com

www.kingprice.co.za

COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015 (011) 745-8333

LION OF AFRICA INSURANCE Tata House 2, 2nd Floor, 39 Ferguson Road, Illovo, Sandton (021) 461-8233

CONSTANTIA INSURANCE P.O. Box 3518, Cramerview, 2060 (011) 686-4200

LOMBARD INSURANCE COMPANY LTD P.O. Box 2740, Parklands,2121 (011) 551-0600

CREDIT GUARANTEE P.O. Box 125, Randburg, 2125 (011) 889-7000

MOMENTUM SHORT TERM INSURANCE Private Bag 6784, Centurion, 0046 0861 110 220

ECONORISK P.O. Box 3428, Rivonia, 2128 (011) 045-8555

MUA INSURANCE COMPANY LTD P.O. Box 5777, TygerValley, 7536 0861 MUA INS (682 467)

www.compass.co.za

www.constantiagroup.co.za

www.creditguarantee.co.za

www.econorisk.co.za

www.lionlife.co.za

www.lombardins.com

www.momentum.co.za

www.mua.co.za

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47

S H O RT-T E R M I N S U R A N C E

MUTUAL & FEDERAL INSURANCE COMPANY LTD P.O. Box 1120, Johannesburg, 2000 0860 22 55 63

SANTAM 1 Sportica Crescent, Tyger Valley, Bellville, 7530 0860 444 444

PSG CORPORATE

SASRIA P.O. Box 653367, Benmore, 2010 086 172 7742

www.oldmutual.co.za

35 Kerk Street, Stellenbosch 7600 (021) 918-7800 www.psg.co.za

REGENT INSURANCE COMPANY LTD P.O. Box 674, Edenvale, 1610 0860 73 43 68 www.regent.co.za

RENASA INSURANCE COMPANY LTD P.O. Box 412072, Craighall, 2024 (011) 380-3080 www.renasa.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

www.santam.co.za

www.sasria.org.za

THE HOLLARD INSURANCE COMPANY LTD P.O. Box 87419, Houghton, 2041 0860 202Â 202 www.hollard.co.za

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024 (011) 807-6182 www.wealthassociates.co.za

S H O R T-T E R M I N S U R A N C E U N D E R W R I T I N G M A N A G E R S ABELARD UNDERWRITING MANAGERS P.O. Box 2155, Pinegowrie, 2123 (011) 326-2951 www.aua.co.za

AC & E UNDERWRITING MANAGERS (PTY) LTD 7th Floor, Bedford Centre Office Park, Kloof Road, Bedfordview (011) 615-7529 www.engineeringace.co.za AFRICAN RAND UNDERWRITING MANAGERS P.O. Box 731386, Fairland, 2030 (011) 678-1354 www.africanrand.co.za 48

DIRECTORY 2017|18

AMBLEDOWN RISK & UNDERWRITING MANAGERS P.O. Box 1862, Cramerview, 2060 086 126 2533 www.ambledown.co.za

AQUARIUS UNDERWRITING MANAGERS P.O. Box 3002, Bromhof, 2154 086 72 77 854 www.aum.co.za

ARTINSURE UNDERWRITING MANAGERS (PTY) LTD Postnet Suite 243, Private Bag X30500, Houghton, 2041 0861 111 096 www.artinsure.co.za

S H O R T-T E R M I N S U R A N C E U N D E R W R I T I N G M A N A G E R S

BROLINK (PTY) LTD P.O. Box 9346, Centurion, 0046 (012) 673-0000 www.brolink.co.za

CAMARGUE UNDERWRITING MANAGERS Postnet Suite 250, Private Bag X4, Bedfordview, 2008 (011) 778-9140/41/42/43/44 www.camargueum.co.za

CAPTIVE BUSINESS CONSULTANTS (PTY) LTD P.O. Box 654, Bedfordview, 2008 (011) 615-3640/43 www.captive.co.za

CENTRIQ INSURANCE COMPANY LTD P.O. Box 55674, Northlands, 2116 (011) 268-6490 www.centriq.co.za

CHARTERED AUTO UNDERWRITING AGENCY P.O. Box 78589, Sandton, 2146 086 100 2282 www.caua.co.za

COMMERCIAL AND INDUSTRIAL ACCEPTANCES P.O. Box 615, Bedfordview, 2008 0861 CIA 777 www.cia.co.za

CROSS COUNTRY INSURANCE CONSULTANTS (PTY) LTD P.O. Box 731065, Fairland, 1733 (011) 215-8800 www.ccic.co.za

FACTORY & INDUSTRIAL RISK MANAGERS (PTY) LTD P.O. Box 615, Bedfordview, 2008 0861 FACIND (322463) www.facind.co.za

FILM & ENTERTAINMENT UNDERWRITERS SA (PTY) LTD Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431-3694 www.feusa.co.za

FIREDART & CONSTRUCTION GUARANTEE UNDERWRITING MANAGERS (PTY) LTD P.O. Box 11653, Randhart, 1457 (011) 833-1400 www.firedart.co.za

GARAGESURE CONSULTANTS & ACCEPTANCES P.O. Box 3375, Randburg, 2125 (011) 791-6602 www.garagesure.co.za

COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015 (011) 745-8333

GEM & JEWEL ACCEPTANCES P.O. Box 70014, Bryanston, 2021 0800 112 604

CONSORT TECHNICAL UNDERWRITING MANAGERS (PTY) LTD P.O. Box 520, Banbury, 2164 (011) 658-1156

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000

www.compass.co.za

www.consort.co.za

www.brytesa.com

www.guardrisk.co.za

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49

S H O R T-T E R M I N S U R A N C E U N D E R W R I T I N G M A N A G E R S

HIC UNDERWRITING MANAGERS (PTY) LTD P.O. Box 2253, Bedfordview, 2008 (011) 455-5271 www.hicsa.co.za

INSURANCE UNDERWRITNG MANAGERS Private Bag X10, Gardenview, 2047 0861 949 444 www.ium.co.za

KEU UNDERWRITING MANAGERS Suite 125 Private Bag X10030, Randburg 2125 0861 00 00 90 www.keu.co.za

LEPPARD UNDERWRITING P.O. Box 2730, Houghton, 2041 (011) 459-1640 www.leppard.co.za

MERX COMMERCIAL UNDERWRITERS (PTY) LTD P.O. Box 4472, Atlasville, 1465 (011) 455-3838 www.merxhcv.co.za

MOTORITE INSURANCE ADMINISTRATORS (PTY) LTD P.O. Box 1034, Gallo Manor, 2052 0860 66 22 11 www.motorite.co.za

PALADIN UNDERWRITING MANAGERS (PTY) LTD P.O. Box 613, Rondebosch, 7701 (021) 686-7270 www.paladin.co.za

50

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PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

SA UNDERWRITING AGENCIES (PTY) LTD P.O. Box 3606, Randburg, 2125 0860 002 002

www.saunderwriters.com

SENATE TRANSIT UNDERWRITING MANAGERS (PTY) LTD P.O. Box 10402, Centurion, 0046 (012) 663-1004 www.senate-net.co.za

SIRAGO UNDERWRITING MANAGERS P.O. Box 1115, Bromhof, 2154 (010) 599-1163 www.sirago.co.za

THE HOLLARD INSURANCE COMPANY LTD P.O. Box 87419, Houghton, 2041 0860 202Â 202 www.hollard.co.za

TOP TRANS EXCESS UNDERWRITERS P.O. Box 1568, Lambton, 1414 (011) 622-0142 www.roadcom.co.za

TECHNOLOGY

ALLEGIANCE CONSULTING (PTY) LTD 473 Cliff Avenue, Waterkloof Ridge, Equity Estate 5, Charles de Gaulle Crescent, Highveld, Pretoria (012) 360-0040 www.allegiance.co.za

ATWORK INTERNET SOFTWARE SOLUTIONS Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

BARNOWL P.O. Box 3009, Randburg, 2125 (011) 540-9100

www.barnowl.co.za

CLOUD ATTACHED (PTY) LIMITED 473 Cliff Avenue, Waterkloof Ridge X2, Pretoria 083 284 7719 www.cloudattached.com

DOCUMENT ACCOUNTING SOLUTIONS T/A EQUITRAC P.O. Box 240, Wendywood, 2144 (011) 656-5000/ (011) 590-4444 www.equitrac.co.za

DST GLOBAL SOLUTIONS (PTY) LIMITED P.O. Box 2419, Parklands, 2121 (011) 715-5600

FINTELLIGENCE BUSINESS SYSTEMS (PTY) LIMITED Postnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 www.fintelligence.co.za

FIRST DISTRIBUTION P.O. Box 36625, Chempet, 7442 (021) 529-5555 www.firstdistribution.com

GALDON DATA COMPUTER SERVICES P.O. Box 5410, Halfway House, 1685 (011) 805-4420 www.galdon.co.za

IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 www.imprexxion.com

IMX SOFTWARE P.O. Box 4656, Rivonia, 2128 (011) 706-2930 www.imxsoftware.com

IRESS WEALTH MANAGEMENT (PTY) LIMITED P.O. Box 526, Westville, 3630 (031) 203-7600 www.iress.co.za

www.dstglobalsolutions.com

LOGIKAL CONSULTING 31 Ashford Road Parkwood, Johannesburg 2193 (011) 100-0651

ENTELECT P.O. Box 239, Melrose Arch, 2076 (011) 994-3300

MCI CONSULTANTS (PTY) LIMITED P.O. Box 71, Bruma, 2026 (011) 454-3420

www.entelect.co.za

www.logikalconsulting.com

www.mci.co.za

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51

TECHNOLOGY

MIP HOLDINGS Building 9, Parc Nicol 3001 William Nicol Drive, Bryanston 0861 647 647

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

PROFIDA - COMPUTER SCIENCE SOFTWARE (PTY) LIMITED P.O. Box 1174, Durbanville, 7551 (021) 975-0215

SSP-WORLDWIDE P.O. Box 1676, Gallo Manor, 2052 (011) 384-8600

www.mip.co.za

www.profida.co.za

PROFILE HOLDINGS 1 Dunmaglass Road, Midrand (011) 477-9620 www.profilecs.co.za

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www.seedinvestments.co.za

www.ssp-worldwide.com

TRUSTCO FINANCIAL SERVICES P.O. Box 6984, Johannesburg, 2000 (011) 064-4000 www.trustcofs.com

BE PROUD. PASSIONATE. IN CHARGE. When last did you feel proud and passionate about your financial advice?

Sign up for your free trial today.

Financial advisers.

If your mantra is, “the truth comes first and the sale comes second� then we want you.

We are like you. We salute the advisers who refuse to accept mediocrity. We appreciate your value.

Avalon was made for you.

avalon@allegiance.co.za

086 153 4251

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53

TRUSTS

ABSA TRUST P.O. Box 4167, Fourways, 2055 0800 111 155 www.absa.co.za

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

ALLEGIANCE CONSULTING (PTY) LTD Postnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 www.allegiance.co.za

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways, 2055 (011) 799-8100 www.bwm.co.za

CITADEL INVESTMENT SERVICES LTD P.O. Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za

FEDGROUP 89 Bute Lane, Sandown 0860 011 773 www.fedgroup.co.za

www.maitlandgroup.com

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800 www.psg.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966

www.seedinvestments.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6168

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000

KRUGER INTERNATIONAL PRIVATE WEALTH MANAGEMENT P.O. Box 72260, Parkview, 2122 (011) 726-7700

WARWICK WEALTH (PTY) LIMITED P.O. Box 816, Constantia, 7848 0800 505 050

www.imara.com

www.krugerinternasionaal.co.za

54

MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 (011) 530-8400

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www.southerncharter.co.za

www.warwickwealth.com

W E A LT H M A N A G E M E N T

OLD MUTUAL WEALTH P.O. Box 207, Cape Town Tel: (021) 524-4400 Fax: (021) 441-1060 www.omwealth.co.za

Our vision is to be the most trusted partner in empowering South Africans to achieve lasting financial well-being. To maintain and grow true wealth, clients need the right guidance and plan. That’s why Old Mutual Wealth has brought together the expertise of a number of specialists in one business, dedicated to growing their wealth. We’ve designed our business to give clients a meaningful experience that fits their individual needs. Our expert planners know that advice considers clients’ goals and aspirations and delivers an integrated plan aimed at achieving those goals. Our investment team ensures that our recommended solutions are fully aligned to these goals. We put our clients’ needs at the centre of our business and offer solutions that are truly geared for the future.

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

ANCHOR PRIVATE CLIENTS P.O. Box 1337 Gallo Manor, 2052 (011) 591-0677 www.anchorcapital.co.za

ATWORK INTERNET SOFTWARE SOLUTIONS Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 ATWORK (289 675) www.atwork.co.za

CAPITAL INTERNATIONAL GROUP P.O. Box 26, Newlands, 7725 (021) 201-1070 www.capital-iom.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 www.cstone.co.za

CITADEL INVESTMENT SERVICES LTD P.O. Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za

BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988

BRENTHURST WEALTH MANAGEMENT P.O. Box 10150, Fourways, 2055 (011) 799-8100

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860

CADIZ ASSET MANAGEMENT P.O. Box 44547, Claremont, 7708 08000 CADIZ (22349)

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800

www.bayhillcapital.co.za

www.bwm.co.za

www.cadiz.co.za

www.foord.co.za

www.grindrodbank.co.za

www.gtc.co.za

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55

W E A LT H M A N A G E M E N T

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6181

MOMENTUM P.O. Box 7400, Pretoria, 0046 0861 110 220

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300

NEDGROUP INVESTMENTS P.O. Box 1510, Cape Town, 8000 0860 123 263

www.imara.com

www.integralwealth.co.za

IRESS WEALTH MANAGEMENT (PTY) LTD P.O. Box 526, Westville, 3630 (031) 203-7600 www.iress.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383

www.itransact.co.za

IVORY WEALTH Ground Floor, Block F, The Boulevard Office Park, Searle Street, Woodstock, Cape Town 0861 799 799

www.nedgroupinvestments.co.za

NEDGROUP LIFE P.O. Box 149175, East End, 4018 0860 104 526

www.nedgrouplife.co.za

NOVARE WEALTH P.O. Box 4742, Tygervalley, 7530 (021) 914-7730 www.novare.com

OLD MUTUAL WEALTH P.O. Box 207, Cape Town, (021) 524-4400

www.omwealth.co.za

MAITLAND GROUP 18 Fricker Road, Illovo, 2196 (011) 530-8400

PIONEER WEALTH MANAGERS 54 on Bath (First Floor), 54 Bath Avenue, Rosebank, Johannesburg (011) 880-4710

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555

PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine Street, Strathavon, 2031 (011) 262-4820

METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220

www.ivory-wealth.com

www.maitlandgroup.com

www.marriott.co.za

www.metopegroup.com 56

www.momentum.co.za

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www.pioneer.co.za

www.platinumportfolios.com

www.privateclient.co.za

W E A LT H M A N A G E M E N T

PSG KONSULT HEAD OFFICE 4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, 7530 (021) 918-7800

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765

TANTALUM CAPITAL P.O. Box 51322, Waterfront, Cape Town, 8002 (021) 680-6500

www.psg.co.za

www.rbs.co.za

SANLAM PRIVATE INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlam.co.za

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

www.sygnia.co.za

www.tantalum.co.za

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848 0800 505 050 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 5074, Cresta, 2118 (011) 807-6182

www.wealthassociates.co.za

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (010) 597-6885

www.worldwidecapital.com

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57

NOTES

58

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Don’t fall foul

of the law!

The Occupational Health and Safety Act aims to provide for the health and safety of persons at work and for the health and safety of persons in connection with the activities of persons at work and to establish an advisory council for occupational health and safety.

The Occupational Health and Safety Act applies to all employers and workers, but not to: • Mines, mining areas or mining works (as defined in the Minerals Act); • Load line ships, fishing boats, sealing boats, whaling boats (as defined in the Merchant Shipping Act) and floating cranes – whether in or out of water – and people in or on these areas or vessels.

By law companies are expected to adhere to South African standards and regulations. The framework for these standards is set in the Occupational Health and Safety Act of 1993. Having an effective and accurate Occupational Health and Safety System in place allows you to be on top of safety within your working environment and have control of your contractors.

New Media Publishing publishes full versions of the Occupational Health & Safety Act and Regulations to enable South African businesses to comply with the law.

If you employ five or more persons at your workplace, ensure that you have a copy of this book available at all times!

If you want to easily comply with all health and safety laws, prevent accidents before they happen, get your employees to always wear their PPE and avoid unnecessary expensive consultant fees, then you should be using New Media’s Occupational Health & Safety Act and Regulations to assist you.

Don’t waste any more time – place your order today at R179.95 per copy inclusive of VAT and delivery!

Or you could order more than one copy at the discounted rates of: 5 + copies = R699.75 inclusive of VAT and delivery 10 + copies = R1 299.50 inclusive of VAT and delivery If you order 10 or more copies we can personalise them with your company details on the outside front cover at no extra cost!

This is a perfect corporate gift for your clients or alternatively an exceptionally useful publication for your HR department.

To place your order today or for more information, contact Natalie Da Silva on 011 877 6281 or Natalie.dasilva@newmediapub.co.za.

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