WHAT WE DO
WHAT WE DO
OUR SERVICES
- Wealth management and planning
- Investments – local and offshore
- Retirement strategy – both before and after you retire
- Solutions for group pension schemes
- Tax strategies and overseeing your tax process
- Advising you on your will and estate planning
- Helping you with trusts
- Family Office services
We are licensed to provide advice and intermediary services in the following categories:
- Long-term Insurance categories A, B1, B1-A, B2, B2-A, C
- Retail Pension Benefits
- Pension Fund Benefits
- Money market instruments
- Short-term Deposits
- Long-term Deposits
- Shares
- Debentures and securitised debt
- Bonds
- Short-term insurance Personal Lines and A1
- Participatory interest in a hedge fund
- Participatory interest in a collective investment scheme
- Structured Deposits
- Derivative Instruments
- Health Service Benefits
PRIVATE WEALTH MANAGEMENT
HOW WE INVEST
Our investment philosophy is to invest with renowned and transparent managers who have a proven track record over all financial market conditions, while keeping investing simple and cost effective.
Our process starts by evaluating funds based on numerous criteria, including among others: skill and experience of the fund manager and support team; longevity and continuity of the fund manager; research and decision-making process; track record; size of the fund; access to the fund manager and fund information; platform availability; investment style and fees.
We purchase further detailed specialised research where needed and consult external experts for additional input and information to support our own due diligence process.
We do quantitative analysis of the funds and how they blend together to ensure that the combination can give superior returns with lower volatility and is appropriate for all market conditions and scenarios.
We discuss our existing preferred funds monthly and compare them to funds which make up our “watch list”. We meet with the fund managers regularly to remain up to date with developments in the funds and ensure that the fund is behaving as we expect it to.
At our quarterly Investment Committee we analyse and debate the funds we are using and make relevant adjustments if needed.
DRIVEN BY INTEGRITY
HOW WE PROTECT YOU
Apex Private Wealth subscribes to the principles of the Financial Advisory and Intermediary Services Act, the FAIS General Code of Conduct and the FPI Code of Conduct.
Conflict of interest
Our commitment to ethical and fair treatment includes our conflict of interest and confidentiality policies. If any circumstances arise where our interests may prevent us from giving you unbiased advice, we will discuss this with you. Our conflict of interest manual can be downloaded here.
Professional Indemnity
We have Professional Indemnity Cover with Marsh (PTY) LTD underwritten by Leppard Underwriting
Compliance officer
We strive to comply with all regulatory requirements, with ongoing monitoring by an independent compliance officer to ensure adherence. Our compliance officer is Mr F Steenkamp (OCS Prime Pty Ltd, Registration Number: 2021/907904/07 and Practice Number: 7944)
CONTACT DETAILS:
Gauteng: Office 4, Nedbank Building, 135 Rivonia Road, Sandown, Sandton, 2196
Western Cape: The Launch Pad, 180 Lancaster Road, Gordons Bay, 7140
Contact Person: Frikkie Steenkamp
Telephone: +27 (0)11 568 0925
Email: frikkie@outsourcedcompliance.co.za
Complaints
Should you ever have a complaint, you should inform your adviser in writing who will then record your complaint and inform our compliance officer for action. If, after this step, you are still not satisfied, you can contact the Ombudsman for Financial Services. T +27 762 5000 / 0860 066 3274 www.faisombud.co.za
The Protection of Personal Information
Apex Private Wealth is committed to protecting our clients’ privacy. We take practical and reasonable steps to comply with statutory requirements, in accordance with the Protection of Personal Information Act 4 of 2013, when we collect, store, process, and distribute personal information.
Clients are welcome to contact our Information Officer to review a copy of Apex Private Wealth’s POPIA policy, or click here for our PAIA Manual, and click here for our POPI Policy.
+27 11 802 0220
brandon@apexprivatewealth.co.za
Disclaimer
Investors should take cognisance of the risks involved in buying or selling any financial product. Past performance is not necessarily indicative of future performance. The value of financial products may increase or decrease over time, depending on underlying securities and market conditions. Illustrations or forecasts are not guaranteed and are for illustrative purposes only. This document does not constitute a solicitation, invitation, or investment recommendation. Investors are advised to seek specialised financial, legal, and tax advice before making any investment decisions.