To deliver a cost-effective financial solution, we work with a select group of partners to ensure we keep costs to a minimum and deliver the best possible outcome for our clients.
- Administration is provided by either Glacier, NinetyOne, Allan Gray or Credo Wealth.
- On the administration platforms we have access to all major Fund Managers, both locally and globally.
- Discretionary and non-discretionary segregated portfolios can be set up and managed via Sanlam Private Wealth, PSG Securities, Sasin Securities or Credo Wealth.
- Our compliance officers are Cape Town based Independent Compliance Services.
- Our auditors are Boshoff Visser.
- Incompass manage our international money transfers by setting up individual accounts for our clients with Investec Bank. Through these accounts we are able to remit currency offshore.
- Standard Bank help facilitate the setting up of offshore bank accounts, domiciled in the Isle of Man, if clients require this facility.
- Four Seasons Investment Management and its key individuals are regulated by The Financial Services Conduct Authority (FSCA)
We are very fortunate to have built strong relationships with all of the above partners and as a result we are able to set up and provide a first-class financial solution that caters for all your needs.