Dormant Life Assurers

Size: px
Start display at page:

Download "Dormant Life Assurers"

Transcription

1 AA Life Assurance Association AA Life Association Nedlife Assurance Co T: E: AA Mutual Life Assurance Association ACA Insurers Adlams Funeral Benefit Society (Pty) Metropolitan Odyssey T: Affiliated Insurance Company African Eagle Life Assurance Society African Funeral Furnishers (Pty) Metropolitan Homes Trust Life T: African Guarantee & Indemnity Co Sanlam Developing Markets T: E: African Homes Trust & Insurance Co African Life Sanlam Developing Markets T: E: Africans Peoples Organization Burial Society Lion of Africa Assurance Co T: E: Afrikaans Verbond Lewensversekering Afrikaanse Verbond begrafnisondeerneming BPK Avbob T: AGA (Amalgamated General Assurance ) Alexander Brothers Funeral Fund (Pty) Metropolitan Odyssey T: Alexander Brothers WM and WR Metropolitan Odyssey T: Alliance Assurance Company Metropolitan Odyssey T: Allianz Life Allied Insurance Company ABSA Life T: E: absa@absa.co.za Amalgamated General Assurance (AGA ) Anchor Life Assurance Co Channel Life T: E: channelclientservices@sanlamsky.co.za

2 Anchor Life Assurance Co of M an T Channel Life T: E: channelclientservices@sanlamsky.co.za Anglo American Life Assurance Company APO Burial Society (Pty) Lion of Africa Assurance Co T: E: LionComplaints@lionsure.com Atlantic & Continental Assurance Co of Sa Auto Protection insurance Company Metropolitan Life T: Avon Insurance Company Old Mutual T: / Baodley's Funeral Funds (Pty) Avbob T: Berrange Begrafnisfonds (Edms) BpK Bodley s Funeral Fund (Pty) Avbob T: BOE Life Nedlife Assurance Co T: E: clientservices@nedgrouplife.co.za Bolt & Seuns, EE (RH Bolt, traded as) Bourne Brothers Funeral Insurers Pty (Pty) Bourne Brothers Insurers (Pty) (Pty) Brummers Funeral Insurers Co Pty Constantia Life & Health Assurance Co T: Brummer & Seun, JPS (Trading as WH Brummer) Constantia Life & Health Assurance Co T: Cape of Good Hope Assurance (Pty) Cape of Good Hope Funeral Assurance (Pty) Cape of Good Hope Funeral Assurance and Undertakers Pty (Pty) Capital Alliance Capital Alliance Risk Assurance Capital Assurance Company Old Mutual T: / Charter Life

3 Cologne Reinsurance Co Of SA Gen Re T: E: Colonial Mutual Life Assurance Society Old Mutual T: / E: Commercial Union Assurance Company of SA Metropolitan Odyssey T: Commercial Union Life Metropolitan Odyssey T: Cook, David T Crusader Insurance Company Clientele Life Assurance Co T: E: services@clientele.co.za Crusader Life Assurance Corporation Hollard Life T: / E: Dominion Assurance Company of BA Liberty Active T: Lid Dominion Insurance Co of SA Dove Insurance Corporation Dove, J.W. Dove's SA Funeral Fund (Pty) Eagle Star Insurance Company Eastern District Burial Society E J Grobbelaar Versekerings Maatskappy (Edms) BpK E Grobbelaar Begrafnisfonds (Edms) Liberty Active T: Beperk Equity Life Assurance Company E:client@momentum.co.za Erasmus, N.J. Falken Funeral Fund Pty (Pty) Federated Employers Insurance Co Investec Employee Benefits T: / Federated Employers Fire & General Investec Employee Benefits T: / Insurance Federated Insurance Co Investec Employee Benefits T: / Federated Life Assurance Co Investec Employee Benefits T: /

4 Fedhealth Assurance Hollard Life T: / E: Fedlife Assurance Hollard Life T: / E: Fedsure Life Assurance Hollard Life T: / E: Firstrand Insurance Forbes Life Investec Employee Benefits T: / Funeral Assurances Group Avbob T: Funeral Fund (Pty) Goodall & Williams Goodwill Burial Society Grobbelaar Begrafnisfonds (Edms) Beperk Sanlam Developing Markets T: E: Guarantee Life Assurance Company Sanlam Developing Markets T: E: Guardian National Insurance Company Harvest Life Assurance Co Coronation Life Assurance Co T: E: Haven Life Assurance Co Hollard Life T: / E: Hollandia Life and Health Reassurance Co Hannover Life Reassurance Africa T: E: Hollandia Life Reassurance Co Hannover Life Reassurance Africa T: E: Hollandie Life Reassurance Company of SA Hannover Life Reassurance Africa T: E: Homes Trust Life Assurance Company Hoogendoorn Limited, J.S. Avbob T: Hottentots - Holland Metropolitan Life T: Begrafnismaatskaapy (Edms) BpK Human and Pitt Funeral Avbob T: Human and Sons (Pty), J. A. Avbob T: IGI Life

5 International Burial Society International Funeral Insurance Company Johannesburg Begrafnis Versekeringsmaatskappy BpK Jones & Rice (Pty) Limited Jones & Rice Funeral Insurers (Pty) Jones Funeral Fund (Pty) Avbob T: Law Union Old Mutual T: / Law Union & Rock Insurance Old Mutual T: / E: Company Legal & General Assurance Society Legal & General Volkskas Assurance Lewensversekeringsmaatskappy van de Nederlanden Liberty Life Association of Africa Limited Life and Pension's Assurance Co NestLife Assurance Co T: E: Lifegro Assurance Lodestone Investments Stanlib Multi - Manager T: E: contact@stanlib.com Lombard Guarantee Insurance Lombard Insurance Group T: E: Company London & Scottish Assurance Metropolitan Odyssey T: Corporation London Assurance Metropolitan Odyssey T: Magnum National Life Assurance Company Discovery Health T: / E: healthinfo@discovery.co.za Manufacturer s Life Insurance Liberty Life T: Company Mercantile and General Reinsurance Company Swiss Re Life & Health Afica T: E: sa_lifeqoute@swissre.com Metropolitan Homes Trust Life Metropolitan Life Namibia

6 Momentum Lewensveeersekeraars BpK Monument Assurance Corporation Mutual Life Assurance Company of New York Natal Burial Society (Pty) Limited National Employers Life Assurance Company of SA Discovery Health T: / E: National Farmers Union Mutual Old Mutual T: / E: Insurance Society National Funeral Assurance National Mutual Life Assurance Association of Australia National Union Life Assurance (Pty) NBS Life Assurance Co Nedlife Assurance Co T: E: Neaser s Funeral Fund (Pty) Ned-Equity Insurance Company Netherlands Insurance Company of SA New India Assurance Company Old Mutual T T: / New Zealand Insurance Company (SA) Normkow Assurance Netcare Life T: E: clientservices@nedgrouplife.co.za North British & Mercantile Insurance Company Metropolitan Odyssey T: Northern Assurance Company Metropolitan Odyssey T: Northern Union of SA Norwich Life SA Norwich Union Life Insurance Society Liberty Life T: Norwich Union Life Insurance Society Hollard Life T: / E: of Norwich England Omega insurers Limited Avbob T:

7 Paarl Funeral Fund (Pty) Limited Avbob T: Pearl Assurance Company Permanent Life Assurance Company Sanlam Developing Markets T: E: Peter Robertson & Company (Trading as P Robertson and GW Minnaar) Pietermaritzburg and District Burial Society Limited Pitt (Pty), L Avbob T: Protea Life Company Metropolitan Odyssey T: Prudential Assurance Company of SA Prudential Funeral Company (Pty) PSG Anchor Life Channel Life T: E: channelclientservices@sanlamsky.co.za PSG Escher Life M Cubeb Investment Life T: PSG Life Channel Life T: E: channelclientservices@sanlamsky.co.za Rand Life Assurance Company Rentmeester Life Assurance Rogers Funeral Fund (Pty), Geo H Avbob T: Rogers GH Avbob T: Roger Insurance Company (Pty) (Pty) Rogers & Sons, WH (Trading as PJ and HH Rogers) (Pty) Rondalia Assurance Corporation of SA Royal Exchange Assurance Royal Insurance Company Old Mutual T: / SA Eagle Insurance Company SA Liberal Insurance Company (Pty) Old Mutual T: /

8 SA Mutual Fire & General Insurance Old Mutual T: / Company SA Trade Union Assurance Company (Traduna) SA Trade Union Assurance Society Investec Assurance T: / (Traduna) SA Verbandversekeringsmaatskappy Land Bank T: E: Saambou Sage Life Security Life Assurance Corporation Clientéle Life Assurance Co T: E: Senator Versekerings maatskaapu BpK Sentry Life Assurance of SA Sanlam Developing Markets T: E: Shield Life Insurance Shilling Assurance Sanlam Developing Markets T: E: South African Eagle Insurance Company limited South African Metropolitan Life Metropolitan Home Trust Life T: Assurance Company South African Mutual Fire and General Insurance Co. Old Mutual T: / E: South African Mutual Life Assurance Soiety Old Mutual T: / E: South African Fire and Accident Insurance Company Limited South African Police Assurance Fund Assupol Life South African Railways and Harbours Friendly Society (Pty) South African Trade Union Assurance Society Limited, The South African Workmen s Insurance (Pty) (Pty) Southern Cross Assurance Company Southern Life Southern Life Association

9 Standard Life Assurance Company Sanlam T: E: STBS Insurance Company ABSA Life T: E: Suid-Afrikaanse Verbandversekeringsmaatskappy Metropolitan Home Trust Life T: Beperk Suid - Afrikaanse Nasionale Lewensassuransie maatskappy Sanlam T: E: life@sanlam.co.za Sun Life Assurance Company of Canada Superflex Limited Investment solutions Limited T: Time Life M Cubed Capital Life T: UBS Insurance Company ABSA Life T: E: absa@absa.co.za Unie Versekeraars Bepek Avbob T: Union & National General Assurance Company of SA Union Guarantee & Insurance Company Union National South British Insurance Company (UNSBIC) Universal Assurance Company Sanlam Developing Markets T: E: Info@sanlamsky.co.za Universal Insurance Company Vista Assurance Corporation Volks Lewensassuransiemaatskappy Bpk Voorsorg Beperk Avbob T: Wassefall & Hardick Funeral Fund and Assurance Society Limited Avbob T: Western Assurance Avbob T: Wilson Davey (Pty) Limited Woltermade Versekeraars Bpk Yorkshire Insurance Company Yorkshire-General Life Assurance Company

DORMANT LIFE ASSURERS

DORMANT LIFE ASSURERS DORMANT LIFE ASSURERS AA Life Assurance Association AA Life Association Nedlife Assurance Co T: 0860 263 543 E: clientservices@nedgrouplife.co.za AA Mutual Life Assurance Association ACA Insurers Adlams

More information

Name Changes, Mergers, Takeovers Etc.

Name Changes, Mergers, Takeovers Etc. Name Changes, Mergers, Takeovers Etc. (Listed by alphabetical order) OLD NAME AA Mutual Insurance Co AA Mutual Insurance AA Life AETNA Life of Australia & NZ AGH Insurance AIG Life American International

More information

Morningstar Rating Analysis of South African Domiciled Asset Managers

Morningstar Rating Analysis of South African Domiciled Asset Managers Morningstar South Africa Q3 2017 Morningstar Rating Analysis of South African Domiciled Asset Managers 30 September 2017 Authors: Matthew Mellors Matthew Vass Content Morningstar Rating Analysis of South

More information

An introduction to Investec

An introduction to Investec An introduction to Investec Investec - a distinctive specialist bank and asset manager Capital Markets 41.4% Group Services & Other 7.3% Client Investment Banking 9.6% Asset Management 19.3% Private Banking,

More information

A REVIEW OF THE SOUTH AFRICAN MICROFINANCE SECTOR VOLUME II BACKGROUND PAPERS: SECTION IV SPECIAL PRODUCTS

A REVIEW OF THE SOUTH AFRICAN MICROFINANCE SECTOR VOLUME II BACKGROUND PAPERS: SECTION IV SPECIAL PRODUCTS 2009 A REVIEW OF THE SOUTH AFRICAN MICROFINANCE SECTOR VOLUME II BACKGROUND PAPERS: SECTION IV SPECIAL PRODUCTS Edited by: Barbara Calvin and Gerhard Coetzee CENTRE FOR MICROFINANCE March 2010 A Review

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2012

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2012 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2012 number of new cases - by complaint category business name

More information

Disclosure in terms of the Financial Advisory and Intermediary Services Act (FAIS)

Disclosure in terms of the Financial Advisory and Intermediary Services Act (FAIS) Disclosure in terms of the Financial Advisory and Intermediary Services Act (FAIS) 1. Status as representative in terms of the FAIS Act A contractual relationship exists between Momentum Consult (Pty)

More information

Florida Office of Insurance Regulation

Florida Office of Insurance Regulation Florida Office of Insurance Regulation Quarterly Supplemental Report -- Market Share Report Displaying Records Order By Policies in force Reporting Period: Quarter 1 (01/01/2010-03/31/2010) Policy Types:

More information

complaints data - showing individual financial businesses

complaints data - showing individual financial businesses complaints data - showing individual financial businesses showing the percentage resolved by the Financial Ombudsman Service in favour of consumers from 1 January to 30 June 2011 % resolved in favour of

More information

complaints data - showing individual financial businesses

complaints data - showing individual financial businesses complaints data - showing individual financial businesses showing the percentage resolved by the Financial Ombudsman Service in favour of consumers from 1 January to 30 June 2011 % resolved in favour of

More information

complaints data - showing individual financial businesses

complaints data - showing individual financial businesses complaints data - showing individual financial businesses showing the percentage resolved by the Financial Ombudsman Service in favour of consumers from 1 January to 30 June 2011 % resolved in favour of

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jan to 30 June 2013

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jan to 30 June 2013 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jan to 30 June 2013 number of new cases - by complaint category business name business

More information

PlexCrown Unit Trust Survey: Fourth Quarter 2017

PlexCrown Unit Trust Survey: Fourth Quarter 2017 PlexCrown Unit Trust Survey: Fourth Quarter 2017 Overview of retail rand-denominated unit trust and FSB-approved foreign collective investment scheme returns, fund s and management company s for the quarter

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 01 July to 31 Dec 2014

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 01 July to 31 Dec 2014 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 01 July to 31 Dec 2014 number of new cases - by complaint category business name business

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2010

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2010 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2010 number of new cases - by complaint category business name

More information

CAPE JOINT PENSION FUND

CAPE JOINT PENSION FUND CAPE JOINT PENSION FUND Annual General Meeting 21 May 2004 STERLING FINANCIAL SERVICES Andrew Jones-Phillipson Presentation Structure Role of the Trustees Inflation and Rand Fund s Portfolio Structure

More information

complaints data - showing individual financial businesses

complaints data - showing individual financial businesses complaints data - showing individual financial businesses showing the percentage resolved by the Financial Ombudsman Service in favour of consumers from 1 January to 30 June 2010 % resolved in favour of

More information

MOMENTUM CONSULT (PTY) LTD FSP 5503

MOMENTUM CONSULT (PTY) LTD FSP 5503 MOMENTUM CONSULT (PTY) LTD FSP 5503 Hereinafter referred to as Momentum Consult CONFLICT OF INTEREST MANAGEMENT POLICY P a g e 2 Conflict of Interest Management Policy DOCUMENT INFORMATION Policy Level:

More information

REPORT. of the REGISTRAR OF UNIT TRUST COMPANIES. for the YEAR ENDED 31 DECEMBER 2002

REPORT. of the REGISTRAR OF UNIT TRUST COMPANIES. for the YEAR ENDED 31 DECEMBER 2002 REPORT of the REGISTRAR OF UNIT TRUST COMPANIES for the YEAR ENDED 31 DECEMBER 2002 FINANCIAL SERVICES BOARD PRETORIA OCTOBER 2003 THE MINISTER OF FINANCE 1. In terms of Section 41 of the Unit Trusts Control

More information

Growing Tomorrow s Leaders Today TM. MET Collective Investments 2014 Boutique Investment Manager Conference

Growing Tomorrow s Leaders Today TM. MET Collective Investments 2014 Boutique Investment Manager Conference Growing Tomorrow s Leaders Today TM MET Collective Investments 2014 Boutique Investment Manager Conference MET Premium Partners TM brings together select boutique and specialist investment managers to

More information

OREGON INSURANCE DIVISION STATE PAGE LINE: PRIVATE PASSENGER AUTO PHYSICAL DAMAGE DOMESTIC

OREGON INSURANCE DIVISION STATE PAGE LINE: PRIVATE PASSENGER AUTO PHYSICAL DAMAGE DOMESTIC DOMESTIC 21636 FARMERS INSURANCE COMPANY OF OREGON OR 77,516,931 74,979,889 0 19,799,161 51,834,115 51,492,066 7,276,135 23892 NORTH PACIFIC INSURANCE CO. OR 13,380,874 13,276,253 0 3,964,570 8,063,971

More information

Disclosure notice in terms of the Financial Advisory & Intermediary Services Act, 2002 (Act No. 37 OF 2002) FAIS

Disclosure notice in terms of the Financial Advisory & Intermediary Services Act, 2002 (Act No. 37 OF 2002) FAIS I S C L O S U R E D N O T G R O U P I C E I C S I S T T H E W H O L the wholistics planning group smart solutions page 1 of 6 Disclosure notice in terms of the Financial Advisory & Intermediary Services

More information

INDEX. Introduction...3. Summary of Company Responses...4. Company Explanations for Denying, Refusing Continuation, or Limiting Coverage...

INDEX. Introduction...3. Summary of Company Responses...4. Company Explanations for Denying, Refusing Continuation, or Limiting Coverage... INDEX Introduction...3 Summary of Company Responses...4 Company Explanations for Denying, Refusing Continuation, or Limiting Coverage...5 Update to last year s 2015 Freedom to Travel Report...6 Consumer

More information

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70

More information

Hurricane Hermine Claims Data List of Companies Reporting Claims Companies Filed as of March 3, 2017 (282)

Hurricane Hermine Claims Data List of Companies Reporting Claims Companies Filed as of March 3, 2017 (282) Hurricane Hermine Claims Data List of Companies Reporting Claims Companies Filed as of March 3, 2017 (282) ACE AMERICAN INSURANCE COMPANY ACE FIRE UNDERWRITERS INSURANCE COMPANY ACE INSURANCE COMPANY OF

More information

The portfolio compliance process implemented by STANLIB consists of, but is not limited to, the following elements:

The portfolio compliance process implemented by STANLIB consists of, but is not limited to, the following elements: STANLIB Multi-Manager Real Return Fund CERTIFICATE OF COMPLIANCE WITH REGARD TO REGULATION 28 OF THE PENSION FUNDS ACT, NO. 24 OF 1956, AS AT 31 May 2012: Scope This compliance certificate is compiled

More information

The Mzansi and Zimele product standards: Impact to date and options going forward

The Mzansi and Zimele product standards: Impact to date and options going forward The Mzansi and Zimele product standards: Impact to date and options going forward Presentation to SAIA and ASISA Johannesburg Country Club 25 August 2011 This research project was funded by Old Mutual,

More information

SYGNIA PERFORMANCE MARCH EDITION 01 SYGNIA CONTINUES TO DELIVER TOP PERFORMANCE

SYGNIA PERFORMANCE MARCH EDITION 01 SYGNIA CONTINUES TO DELIVER TOP PERFORMANCE SYGNIA PERFORMANCE MARCH 2016. EDITION 01 SYGNIA CONTINUES TO DELIVER TOP PERFORMANCE 2015 saw the tail-end of an extraordinary bull market which started after the co-ordinated relaxation of monetary policies

More information

Investment Platform Portfolio List as at 1 December 2016

Investment Platform Portfolio List as at 1 December 2016 Investment Platform Portfolio List as at 1 December 2016 GENERAL INFORMATION OVERVIEW FEES (Excl. VAT) Name Hollard Prime Money Market Maximise interest income, preserve the fund s capital and provide

More information

March 2010 Reviewed Interim Results. 6 May 2010

March 2010 Reviewed Interim Results. 6 May 2010 March 2010 Reviewed Interim Results 6 May 2010 Agenda Financial highlights Overview of company Financial results Business review Retail Institutional International Transformation Other Market movements

More information

CANADIAN INTER-COMPANY ARBITRATION AGREEMENT

CANADIAN INTER-COMPANY ARBITRATION AGREEMENT A ACE INA Insurance Aetna Casualty & Surety Co. of Canada (Travelers Insurance Company of Canada as of May 1, 2012) Aegon Insurance Company (U.K.) Limited Affiliated FM Insurance Company Alberta Motor

More information

OMGB SUMMARY OF FUND PERFORMANCE

OMGB SUMMARY OF FUND PERFORMANCE Old Mutual International Fund Statistics Template - Page 1 of 7 04/11/2015 03/11/2015 FOR FINANCIAL ADVISERS ONLY Life Contracts issued by Old Mutual Guernsey OMGB SUMMARY OF FUND PERFORMANCE This document

More information

Delta Cautious Plus Wrap Fund

Delta Cautious Plus Wrap Fund 31 August 2018 To make a lasting difference Fund Information Inception Date 01 July 2010 Fund Size Benchmark R 255.3 million SA Multi Asset Low Equity Risk Profile Low Risk X X X X X Fee Structure (incl

More information

STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements

STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements STANLIB Namibia Unit Trust Management Company Limited and Standard Bank Namibia Funds Financial Statements Annual Financial Statements for the year ended 31 December 2012 Registration number: 98/043 Contents

More information

OREGON INSURANCE DIVISION STATE PAGE LINE: 16 - WORKERS' COMPENSATION DOMESTIC

OREGON INSURANCE DIVISION STATE PAGE LINE: 16 - WORKERS' COMPENSATION DOMESTIC DOMESTIC 18813 DENTISTS BENEFITS INSURANCE COMPANY (OR) OR 86,392 311,776 0-14,471 291,659 177,982 260,619 40541 GROCERS INSURANCE COMPANY OR 6,086,379 5,794,123 208,865 471,551 3,060,447 2,968,972 6,654,757

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2009

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2009 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 January to 30 June 2009 number of new cases - by complaint category business name

More information

Linked Investments Tax-Free Savings Plan

Linked Investments Tax-Free Savings Plan Linked Investments Tax-Free Savings Plan Click on the relevant tab to view the list. # All fees are exclusive of VAT # No performance Fees are charged on these funds. Please refer to the fund fact sheets

More information

Linked Investments Tax-Free Savings Plan

Linked Investments Tax-Free Savings Plan Linked Investments Tax-Free Savings Plan Fund List Click on the relevant tab to view the list. # All fees are exclusive of VAT # No performance Fees are charged on these funds. Please refer to the fund

More information

DISCLOSURE NOTICE IN TERMS OF THE FINANCIAL ADVISORY & INTERMEDIARY SERVICES ACT, 2002 (ACT NO. 37 OF 2002) FAIS

DISCLOSURE NOTICE IN TERMS OF THE FINANCIAL ADVISORY & INTERMEDIARY SERVICES ACT, 2002 (ACT NO. 37 OF 2002) FAIS DISCLOSURE NOTICE IN TERMS OF THE FINANCIAL ADVISORY & INTERMEDIARY SERVICES ACT, 2002 (ACT NO. 37 OF 2002) FAIS The Wholistics Planning Group (Pty) Ltd, FSP No. 6741 Ethix Advisory Services (Pty) Ltd,

More information

Core Funds - Medium/Long Term - Managed Solutions

Core Funds - Medium/Long Term - Managed Solutions OMG Money Market (USD) Low 02.01.96 1.314 0.00 0.00 0.00 0.00 0.00 0.00 41.29 1.89 OMG Money Market (EUR) Low 30.04.02 1.012 0.00 0.00 0.00 0.00 0.00 0.20 8.82 0.70 OMG Money Market (GBP) Low 02.01.96

More information

complaints data - showing individual financial businesses

complaints data - showing individual financial businesses complaints data - showing individual financial businesses showing the percentage resolved by the Financial Ombudsman Service in favour of consumers from 01 Jan to 30 Jun 2015 % resolved in favour of consumer

More information

SYGNIA LIMITED PRESENTS 2016 INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 MARCH 2016

SYGNIA LIMITED PRESENTS 2016 INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 MARCH 2016 SYGNIA LIMITED PRESENTS 2016 INTERIM RESULTS FOR THE SIX MONTHS ENDED 31 MARCH 2016 AGENDA 1. OUR PERFORMANCE 2. SIX MONTHS SINCE LISTING 3. BUSINESS UPDATE INSTITUTIONAL RETAIL 4. FINANCIAL PERFORMANCE

More information

Liberty Holdings Limited

Liberty Holdings Limited Supplementary 2015 information For the year ended 31 December CONTENTS GROUP Analysis of ordinary shareholders' funds 53 Analysis of group earnings core earnings 54 Summary of BEE transaction status 55

More information

Founder 1964 MOMENTUM SMART PASSIVE +4 Open 2012 TRUSTEE CHOICE PORTFOLIO Open

Founder 1964 MOMENTUM SMART PASSIVE +4 Open 2012 TRUSTEE CHOICE PORTFOLIO Open May 2016 Portfolio Number Founder 1964 MOMENTUM SMART PASSIVE +4 Open 2012 TRUSTEE CHOICE PORTFOLIO Open Provider ** MOMENTUM LIFESTAGES Open 1835 MOMENTUM MULTIMANAGER SMOOTH GROWTH FUND (GLOBAL) Open

More information

MARSH MARKET IDS FOR SELECTED INSURERS

MARSH MARKET IDS FOR SELECTED INSURERS 2017 MARSH MARKET IDS FOR SELECTED INSURERS AAI Limited 3559 Australia SUNCORP METWAY GROUP D615 ACE American Insurance Company 0437 United States CHUBB LIMITED 3093 ACE European Group Ltd B002 United

More information

SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 30 SEPTEMBER 2017

SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 30 SEPTEMBER 2017 SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 30 SEPTEMBER 2017 Investment Product Absa Global Value Feeder Fund 5.8% 12.4% 17.5% 16.1% 22.1% 9.7%

More information

10.1 CHRONOLOGY OF EVENTS

10.1 CHRONOLOGY OF EVENTS 123 10.1 CHRONOLOGY OF EVENTS N/A Banking regulation was responsibility of Treasury : 1967 T W de Jongh JW Louw Basel Concordat (1975). Bankorp group consists of: to 1967-1980 (1969 to 1981) Senbank 1975

More information

Linked Investments Tax-Free Savings Plan. Fund List

Linked Investments Tax-Free Savings Plan. Fund List Linked Investments Tax-Free Savings Plan Fund List ABSA ABSA Absolute Fund C1 0.85% Conservative to Moderate ABSA Select Equity Fund C1 1.00% Aggressive BCI Anchor BCI Global Capital Plus Feeder Fund A

More information

GRAND TOTAL 847,190,072 60,329, ,519, ,786,174 1,387,431 N/A N/A N/A N/A -

GRAND TOTAL 847,190,072 60,329, ,519, ,786,174 1,387,431 N/A N/A N/A N/A - Appendix Table 1a: Summary of Oregon workers' compensation Insurance business by type of insurer for calendar year 2005 (excludes workers' compensation premium assessment) Earned large Total-system deductible

More information

March 2007 Interim Results Reviewed. 15 May 2007

March 2007 Interim Results Reviewed. 15 May 2007 March 2007 Interim Results Reviewed 15 May 2007 Agenda Financial highlights Overview of company Financial results Business review Other Retail Institutional CFM International UK & Ireland NAM - Namibia

More information

SARS GETS TOUGH IF SARS GO FISHING, WILL YOUR CLIENT GET CAUGHT? Get the peace of mind we can offer you with tax risk insurance

SARS GETS TOUGH IF SARS GO FISHING, WILL YOUR CLIENT GET CAUGHT? Get the peace of mind we can offer you with tax risk insurance 1 SARS CONDUCTED MORE THAN 1.8 MILLION AUDITS THE COST OF TAX AUDITS - WHO IS PAYING? IF SARS GO FISHING, WILL YOUR CLIENT GET CAUGHT? TAX ADMINISTRATION ACT GIVES SARS MUCH WIDER POWERS SARS GETS TOUGH

More information

CLASSIC LIST OF FUNDS

CLASSIC LIST OF FUNDS STANLIB Class Fund Charge (VAT excl.) Performance Risk Rating Regulation 28 Compliance STANLIB Money Market Fund *** R 0.50% Conservative STANLIB Institutional Money Market Fund **** B13 0.50% Conservative

More information

CLASSIC LIST OF FUNDS

CLASSIC LIST OF FUNDS STANLIB Class Fund Charge (VAT excl.) Performance Risk Rating Regulation 28 Compliance STANLIB Money Market Fund *** R 0.50% Conservative STANLIB Institutional Money Market Fund **** B13 0.50% Conservative

More information

South Carolina Wind and Hail Underwriting Association

South Carolina Wind and Hail Underwriting Association Page 1 of 6 ACE USA GROUP 0.4788% 0.5914% AEGIS SECURITY INSURANCE COMPANY 0.7279% 0.8990% AFFILIATED FM INSURANCE COMPANY 0.1471% 0.1817% ALEA NORTH AMERICA INSURANCE COMPANY 0.0198% 0.0245% ALLIANZ GLOBAL

More information

SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 31 MARCH 2018

SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 31 MARCH 2018 SOUTH AFRICAN RETIREMENT ANNUITY FUND (SARAF) SARAF INVESTMENT PERFORMANCE UPDATE FOR THE PERIOD ENDED 31 MARCH 2018 Investment Product Absa Global Value Feeder Fund -4.7% -8.5% 2.8% 9.5% 14.8% 8.5% Allan

More information

Linked Investments Tax-Free Savings Plan

Linked Investments Tax-Free Savings Plan STANLIB Linked Investments Tax-Free Savings Plan Fund List ABSA ABSA Absolute Fund C1 0.85% Conservative to Moderate ABSA Select Equity Fund C1 1.00% Aggressive BCI PortfolioMetrix BCI Global Equity Fund

More information

Superintendent of Insurance Report of Business Transacted in 2016

Superintendent of Insurance Report of Business Transacted in 2016 Superintendent of Insurance Report of Business Transacted in 2016 Superintendent of Insurance Alberta Treasury Board and Finance Room 402, 9515 107 Street, NW Edmonton, Alberta T5K 2C3 Phone: 780.643.2237

More information

Case No IV/M Sun Alliance / Royal Insurance. REGULATION (EEC) No 4064/89 MERGER PROCEDURE. Article 6(1)(b) NON-OPPOSITION Date: 18/06/1996

Case No IV/M Sun Alliance / Royal Insurance. REGULATION (EEC) No 4064/89 MERGER PROCEDURE. Article 6(1)(b) NON-OPPOSITION Date: 18/06/1996 EN Case No IV/M.759 - Sun Alliance / Royal Insurance Only the English text is available and authentic. REGULATION (EEC) No 4064/89 MERGER PROCEDURE Article 6(1)(b) NON-OPPOSITION Date: 18/06/1996 Also

More information

S.A. Money Market Manager Watch TM Survey for the month ending April 2016

S.A. Money Market Manager Watch TM Survey for the month ending April 2016 APRIL 2016 2016/04/30 2016/02/01 2016/01/01 2015/05/01 2013/05/01 2011/05/01 2009/05/01 2006/05/01 S.A. Money Market Manager Watch TM Survey for the month ending April 2016 S.A. Money Market Manager Watch

More information

COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case no.: 32/LM/Jun03. Liberty Group Limited. Reasons for Decision

COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case no.: 32/LM/Jun03. Liberty Group Limited. Reasons for Decision COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case no.: 32/LM/Jun03 In the large merger between: Liberty Group Limited and Investec Employee Benefits Limited Reasons for Decision APPROVAL 1. On 05 August

More information

S.A. Money Market Manager Watch TM Survey for the month ending January 2017

S.A. Money Market Manager Watch TM Survey for the month ending January 2017 JANUARY 2017 31/01/2017 01/11/2016 01/01/2017 01/02/2016 01/02/2014 01/02/2012 01/02/2010 01/02/2007 S.A. Money Market Manager Watch TM Survey for the month ending January 2017 S.A. Money Market Manager

More information

OREGON INSURANCE DIVISION STATE PAGE LINE: 24 - SURETY FOREIGN

OREGON INSURANCE DIVISION STATE PAGE LINE: 24 - SURETY FOREIGN 22950 ACSTAR INSURANCE COMPANY IL 56,410 49,910 0 8,153 0 11,222 89,396 19097 ALLIED MUTUAL INSURANCE COMPANY IA 115,811 115,599 0 51,718 2,885 14,885 14,530 19232 ALLSTATE INSURANCE COMPANY IL 2,466 3,122

More information

The Matrix Review. December 2018

The Matrix Review. December 2018 The Matrix Review December 2018 Why Matrix Fund Managers Diversified Business Long funds AUM = R5.9 billion Hedge funds AUM = R3.1 billion Robust investment process across asset classes Evolution Hedge

More information

The good, the bad and the ugly of the 2016 financial results reported by the life insurance industry

The good, the bad and the ugly of the 2016 financial results reported by the life insurance industry The South African Insurance Industry Survey 2017 105 The good, the bad and the ugly of the 2016 financial results reported by the life insurance industry We changed the survey format somewhat in the current

More information

MULTI-MANAGER WRAP FUND OFFERING

MULTI-MANAGER WRAP FUND OFFERING MULTI-MANAGER WRAP FUND OFFERING THINK WORLD CLASS GLACIER BY SANLAM MULTI MANAGER WRAP FUND OFFERING MULTI-MANAGER WRAP FUND OFFERING Wraps funds offer many benefits to the financial intermediary and

More information

Creating South Africa s leading financial services institution

Creating South Africa s leading financial services institution Creating South Africa s leading financial services institution - Slide #1 - Johan van Zyl, CEO Sanlam Johan van Zyl, CEO Sanlam Unlocking value for shareholders - Slide #2 - Transaction based on Transaction

More information

2016 Big Data Analytics Conference Attendees

2016 Big Data Analytics Conference Attendees Company 5Star Life Insurance Company Acxiom Acxiom Acxiom Adrea Rubin Marketing Inc. Allianz Life Allstate Life Insurance Co American Council of Life Insurers American Family Insurance American Family

More information

GOVERNMENT NOTICE GOEWERMENTSKENNISGEWING

GOVERNMENT NOTICE GOEWERMENTSKENNISGEWING STAATSKOERANT, 31 MAART 2015 No. 38666 3 GOVERNMENT NOTICE GOEWERMENTSKENNISGEWING SOUTH AFRICAN REVENUE SERVICE SUID-AFRIKAANSE INKOMSTEDIENS No. 295 31 March 2015 NOTICE OF ADDRESSES AT which A DOCUMENT,

More information

Insurance Industry Report for the Period. January June Second Quarter Release

Insurance Industry Report for the Period. January June Second Quarter Release Insurance Industry Report for the Period January June 2017 Second Quarter Release August 2017 INTRODUCTION About Insurance Regulatory Authority The Insurance Regulatory Authority (IRA) is a State Corporation

More information

QUARTERLY REPORT TO MEMBERS 2nd Quarter 2011

QUARTERLY REPORT TO MEMBERS 2nd Quarter 2011 QUARTERLY REPORT TO MEMBERS 2nd Quarter 211 This is your first-quarter report for the year 211 on the Media24 Retirement Fund and its performance. We have shown the performance of the Media24 portfolios

More information

Industry differences in respect of corporate environmental reporting in South Africa: A research note

Industry differences in respect of corporate environmental reporting in South Africa: A research note Industry differences in respect of corporate environmental reporting in South Africa: A research note C J de Villiers Department of Accounting and Finance University of Pretoria D S Lubbe OTK Research

More information

Sanlam Emerging Markets

Sanlam Emerging Markets Sanlam Emerging Markets Junior Ngulube October 2017 Insurance Financial Planning Retirement Investments Wealth agenda the SEM journey SEM strategy focus on priority markets to end 2018 SAHAM Southern Africa

More information

Exchange Traded Funds (ETFs) Investment Seminar

Exchange Traded Funds (ETFs) Investment Seminar Exchange Traded Funds (ETFs) Investment Seminar JSE 15 March 2016 Mike Brown Managing Director etfsa.co.za Agenda What are ETFs and how do they work? Benefits of ETFs. Using ETFs in a discretionary portfolio.

More information

COMPANY PROFILE TRIDENT ADVANTAGE (PTY) LTD. TRY NOT TO BECOME A MAN OF SUCCESS BUT RATHER TRY TO BECOME A MAN OF VALUE.

COMPANY PROFILE TRIDENT ADVANTAGE (PTY) LTD. TRY NOT TO BECOME A MAN OF SUCCESS BUT RATHER TRY TO BECOME A MAN OF VALUE. COMPANY PROFILE TRIDENT ADVANTAGE (PTY) LTD. TRY NOT TO BECOME A MAN OF SUCCESS BUT RATHER TRY TO BECOME A MAN OF VALUE. Albert Einstein 17 March 2015 INDEX TRIDENT ADVANTAGE (PTY) LTD REASON FOR BEING...

More information

Promotion of Access to Information Manual

Promotion of Access to Information Manual Promotion of Access to Information Manual Prepared in accordance with Section 51 of The Promotion of Access to Information Act (2 of 2000) ("the Act"). For assistance in obtaining access to information

More information

Institutional Sector Classification Guide for South Africa

Institutional Sector Classification Guide for South Africa Institutional Sector Classification Guide for South Africa March 2017 South African Reserve Bank Institutional Sector Classification Guide for South Africa March 2017 Technical enquiries regarding this

More information

Momentum Consult Conflict of Interest Management Policy

Momentum Consult Conflict of Interest Management Policy Momentum Consult Conflict of Interest Management Policy MOMENTUM CONSULT (PTY) LTD FSP 5503 Hereinafter referred to as Momentum Consult DOCUMENT INFORMATION Policy Level: Momentum Consult Executive Committee

More information

Personal Lines General Release. Bristol West. Casco Indemnity. Celina Insurance. Central Insurance. Central Mutual. Chesapeake. Chubb.

Personal Lines General Release. Bristol West. Casco Indemnity. Celina Insurance. Central Insurance. Central Mutual. Chesapeake. Chubb. EbixASP Download Carriers In an effort for your agency to get the most benefit from download, Ebix, Inc. continues to work with new carriers. If you write business with a carrier that is not on the list

More information

UNIVERSITY OF KWAZULU-NATAL RETIREMENT FUND REGISTRATION NUMBER 12/8/31608/1

UNIVERSITY OF KWAZULU-NATAL RETIREMENT FUND REGISTRATION NUMBER 12/8/31608/1 EGISTATION NUMBE 12/8/31608/1 ANNUAL FINANCIAL STATEMENTS FO THE EPOTING PEIOD ENDED 31 DECEMBE 2005 ANNUAL FINANCIAL STATEMENTS For the reporting period ended 31 December 2005 Financial Services Board

More information

South Carolina Wind and Hail Underwriting Association

South Carolina Wind and Hail Underwriting Association Page 1 of 5 ACE USA 0.4443% 0.5556% AEGIS SECURITY INSURANCE COMPANY 0.4699% 0.5876% AFFILIATED FM INSURANCE COMPANY 0.0886% 0.1108% ALEA NORTH AMERICA INSURANCE COMPANY 0.0059% 0.0074% ALLIANZ GLOBAL

More information

About reputation. Mothobi Seseli Chief Executive Officer Argon Asset Management. 06 th November 2015

About reputation. Mothobi Seseli Chief Executive Officer Argon Asset Management. 06 th November 2015 About reputation Mothobi Seseli Chief Executive Officer Argon Asset Management 06 th November 2015 Asset management universe An African investment firm with global standards Bataung Capital Apr-05 Dec-06

More information

Direct Axis SA (Pty) Ltd Terms of Use

Direct Axis SA (Pty) Ltd Terms of Use Direct Axis SA (Pty) Ltd Terms of Use (general terms relating to the use of this web site) INTRODUCTION The Terms are the general terms of the relationship between Direct Axis and Visitor. The Terms cover

More information

1.1 Amsted Rail Company Inc v The Cast Products Division of Scaw SA (Pty) Ltd

1.1 Amsted Rail Company Inc v The Cast Products Division of Scaw SA (Pty) Ltd Weekly Media Statement For immediate release 28 March 2018 LATEST DECISIONS BY THE COMPETITION COMMISSION 1. Key decisions on mergers and acquisitions 1.1 Amsted Rail Company Inc v The Cast Products Division

More information

A STUDY OF TAX-FREE SAVINGS ACCOUNT TAKEUP IN SOUTH AFRICA

A STUDY OF TAX-FREE SAVINGS ACCOUNT TAKEUP IN SOUTH AFRICA JUNE 2016 A STUDY OF TAX-FREE SAVINGS ACCOUNT TAKEUP IN SOUTH AFRICA A project by Analysts: Stuart Theobald, CFA Colin Anthony Phibion Makuwerere, CFA Nonhlanhla Kunene www.intellidex.co.za www.savetaxfree.co.za

More information

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jul to 31 Dec 2015

complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jul to 31 Dec 2015 complaints data - showing individual financial businesses new cases received by the Financial Ombudsman Service from 1 Jul to 31 Dec 2015 number of new cases - by complaint category business name business

More information

SEGUROS G&T, S. A. LISTADO DE REASEGURADORAS 31 DE JULIO 2018

SEGUROS G&T, S. A. LISTADO DE REASEGURADORAS 31 DE JULIO 2018 SEGUROS G&T, S. A. LISTADO DE REASEGURADORAS 31 DE JULIO 2018 REASEGURADORA CALIFICADORA CALIFICACION ACE AMERICAN INSURANCE COMPANY A. M. Best A++ (Superior) Active Capital Reinsurance, Ltd. A. M. Best

More information

Standard Bank Namibia Funds Financial Statements

Standard Bank Namibia Funds Financial Statements Standard Bank Namibia Funds Financial Statements Registration number: STANLIB Namibia Unit Trust Management Company Limited Reg. No. 98/043 Annual Financial Statements For The Year Ended 31 December Contents

More information

CYCLE HOME INMRP BOAT MHOME FARM DFIRE PUMBR PPKGE AUTOB BOP CGL PROP WORK CUMBR FLOOD CPKGE DB COMM

CYCLE HOME INMRP BOAT MHOME FARM DFIRE PUMBR PPKGE AUTOB BOP CGL PROP WORK CUMBR FLOOD CPKGE DB COMM A - Central Insurance Auto Club Group- AAA(IA,IL,OH,MI,MN,ND,NE,WI ) AAA Auto Club South AAA Mid-Atlantic (Keystone) AAA Missouri ACCC Insurance Accident Fund Acuity Agency Ins Services of MD AIG Agency

More information

DEBT CAPITAL MARKETS

DEBT CAPITAL MARKETS DEBT CAPITAL MARKETS Debt Capital Markets Contents 03 Our Firm 04 Our Footprint in Africa 05 Our Debt Capital Market Expertise 06 Our Specialist Services 07 Our Signature Matters 13 Key Contacts 2 BOWMANS

More information

OREGON INSURANCE DIVISION STATE PAGE LINE: COMMERCIAL AUTO PHYSICAL DAMAGE DOMESTIC

OREGON INSURANCE DIVISION STATE PAGE LINE: COMMERCIAL AUTO PHYSICAL DAMAGE DOMESTIC DOMESTIC 40541 GROCERS INSURANCE COMPANY OR 72,599 70,657 0 33,463 26,063 42,797 51,885 23892 NORTH PACIFIC INSURANCE CO. OR 3,127,965 3,094,116 0 1,515,358 2,072,401 1,921,749 135,527 20338 NORTHWESTERN

More information

STANLIB PLATFORM INVESTMENT PORTFOLIO RANGE

STANLIB PLATFORM INVESTMENT PORTFOLIO RANGE STANLIB Class TIC (Total Investment Charge) Reg 28 Compliance STANLIB Absolute Plus Fund B1 1,36% Yes STANLIB Aggressive Income Fund B6 1,07% No STANLIB ALBI (NON TR) Index Tracker Fund B1 0,34% No STANLIB

More information

Investor Platform Fund List

Investor Platform Fund List Bond Income Multi Multi Risk expectation Bond Allan Gray Bond Fund Bond Fund GOVI Tracker Fund Multi Manager Bond Fund Momentum Bond Fund Nedgroup Investments Bond Fund Stanlib Bond Fund market Fund Multi

More information

A preferred asset class

A preferred asset class Reza Ismail - Associate Analyst Preference shares straddle the line between ordinary shares and bonds. Relative to ordinary shareholders, preference shareholders have a preferential claim on the cash flows

More information

Comparative Tables Final Report

Comparative Tables Final Report Comparative Tables 2011 2012 Final Report Introduction What are the Comparative Tables? The Comparative Tables present disputes statistics about financial services providers (FSPs) that are members of

More information

OFFICE OF THE COMMISSIONER OF INSURANCE

OFFICE OF THE COMMISSIONER OF INSURANCE ~.OM.'. u.~.";.~ ~-. t.;.~.~' (!(~~ ~ c COMMONWULTH 0.. puuro RICO OFFICE OF THE COMMISSIONER OF INSURANCE October 7, 1986 Circular Letter AM-I-8-1065-86 Gentlemen: TO ALL INSURERS AUTHORIZED TO TRANSACT

More information

Insurance Premium Tax

Insurance Premium Tax Insurance Premium Tax 10.29.2018 PremiumTax Credits by Year 2011 2012 2013 2014 2015 2016 2017 Salary $ 32,648,911 $ 34,461,779 $ 35,609,984 $ 38,065,595 $ 36,632,375 $ 44,051,084 $ 43,447,570 New Market

More information

economic growth QUARTERLY DATA SERIES

economic growth QUARTERLY DATA SERIES ISSUE 8 December 2016 PROVINCIAL economic growth QUARTERLY DATA SERIES introduction The Quarterly Economic Review is a statistical release compiled by the Eastern Cape Socio Economic Consultative Council

More information

JSE share code: STXMMT ISIN code: ZAE Abbreviated name: SATRIXMMT. Closing date of the initial offer at 12:00 on: Wednesday, 07 November 2018

JSE share code: STXMMT ISIN code: ZAE Abbreviated name: SATRIXMMT. Closing date of the initial offer at 12:00 on: Wednesday, 07 November 2018 Page 1 of 11 This supplement contains important information about Satrix and the Satrix Momentum securities and should be read, together with the Satrix offering circular, before investing. If prospective

More information

Fund List. PSG Funds Platform Administration fee per year. Initial fee Ongoing fee 0.228% Annual Fund Fees (excl. VAT)

Fund List. PSG Funds Platform Administration fee per year. Initial fee Ongoing fee 0.228% Annual Fund Fees (excl. VAT) FUND LIST PSG Funds Platform Administration fee per year Initial fee None Ongoing fee 0.228% The Ongoing Platform Administration fees are calculated on the value of your investment portfolios, deductible

More information

C O M P A N Y P R O F I L E

C O M P A N Y P R O F I L E 1 ABOUT US 1.1 Welcome John Roe Brokers differentiates itself from the rest of the short term insurance companies by three simple philosophies: listening to our clients; encapsulating their individual

More information