Momentum Securities. Bespoke investment solutions

Transcription

1 Momentum Securities Bespoke investment solutions

2 We are always available to discuss investment opportunities and to execute your transactions. Page 2 of 8 investments momentum securities 2017

3 Contents About us....4 Our solutions... 4 Discretionary (Managed) Portfolio....4 Local....4 Global Advisory portfolio Non-discretionary (Self-managed) portfolio...4 Securities Based Lending (SBL)...6 Use your shares as a source of liquidity Benefits....6 Asset administration....6 Institutional investors... 6 Trade in emerging markets and offshore....6 Custody and settlement....6 Corporate access...6 Client-centric investment process Investment vehicles Equities...7 Derivatives...7 Exchange-traded Funds (ETFs) and structured products Tax-free savings accounts (TFSAs)...7 Insights... 7 Online services Contact us... 8 Disclaimer Our licence....8 investments momentum securities 2017 Page 3 of 8

4 About us SP Reid was an established stockbroking company in South Africa, tracing its origin back to 1938, when the family business was started. In 2015, SP Reid was acquired by the leading insurance and investment company Momentum. Today Momentum SP Reid Securities fulfils a wide range of clients niche stockbroking needs, underpinned by the support of one of South Africa s largest financial institutions. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We are a trusted partner committed to helping you fulfil your lifelong financial goals on your journey to financial wellness. We provide solutions to suit your individual circumstances and offer advice, products and services to build enduring relationships. Our solutions Discretionary (Managed) Portfolio We will buy and sell securities on your behalf, taking your investment objectives and risk profile into consideration. This is done by making use of our core investment profiles. Local Core Equity Portfolio, Balanced Portfolio, High Dividend Portfolio, and Focused Core Equity Portfolio. Alternatively, if you have a specific objective(s), a bespoke portfolio can be designed to meet your specific requirements. A minimum initial investment of R applies. Global To improve the geographical diversification of your investments we offer several global portfolios: Global ETF Portfolio (Below $80 000), Global ETF Portfolio Multiple ($ to $ ), Global Focused Portfolio ($ to $ ), and Offshore Direct Portfolio (above $ ). Advisory portfolio Our unrivaled team of experts will guide you through the investment process allowing you to customise your desired level of involvement, while making informed decisions. A minimum initial investment of R applies. Non-discretionary (Self-managed) portfolio If you want to participate in the management of your investments, we let you take the reigns. We are always available to execute your transactions or to discuss investment opportunities. No minimum investment amount applies. Did you know? For your convenience, this document has been embedded with an innovative QR code TM. Please use any mobile device to scan this QR code TM to acquire further information about Momentum Securities comprehensive investment offering. Page 4 of 8 investments momentum securities 2017

5 We are a trusted partner committed to helping you fulfil your lifelong financial goals on your journey to financial wellness. investments momentum securities 2017 Page 5 of 8

6 Securities Based Lending (SBL) Use your shares as a source of liquidity Through the Securities Based Lending (SBL) facility, you can use the gearing power of your share portfolio to access the funding you need to act on important opportunities while keeping your long-term investment objectives intact. We accept Top100 listed JSE shares as collateral. Please note that eligibility criteria apply. Benefits Streamlined application process (three to five days approval process); No Capital Gains Tax (CGT) event (no need to sell your shares in the portfolio in order to raise cash); One account (securities and loan consolidated in one account); No initial structure or administration charges, market-related interest rate; No fixed repayment terms; No pre-payment penalties; and Single provider service (your Momentum SP Reid Securities Relationship Manager will assist you with the application process). Asset administration A vital component of a stockbroking operation is the effective settlement and administration of your assets. Our services include: Management of assets and the holding of these assets with a registered Central Securities Depository Participant (CSDP) on behalf of a trust, corporate and individual clients; Administration of corporate actions on behalf of clients and proactive client notification with respect to the rights issues, share splits and name changes; and Management of estate late evaluations ensuring that the stipulations in your will are accurately carried out. Institutional investors Trade in emerging markets and offshore A passionate institutional team provides you with opportunities to trade in emerging and offshore markets. We aim to deliver effective and efficient service, drawing on our unrivaled experience trading on the African continent. We have established strong trading relationships with leading in-country financial advisers to ensure that all trades are executed in the best interests of our clients. We have a vast custodial network and execution capabilities in 17 African countries. A single mandate between us and you means that you are able to trade wherever you have interests and have access to all the major centres, from New York and the European stock exchanges to stock markets in Africa and the East. We use two main platforms to accept and route international orders IRESS Pro and the Execution Management System (EMSX) via Bloomberg; for South African orders, we can also supply direct market access enabled by Financial Information exchange (FIX). Custody and settlement We are able to provide custody at highly competitive rates, held through reputable global custodians. This includes processing cross-border securities trades and safe keeping of your financial assets. We comply with the rules and regulations of the jurisdictions in which we operate. Our experienced and efficient team ensure that settlements are executed smoothly and that the foreign exchange leg of any international transaction is processed efficiently and timeously. Corporate access There is a growing demand for investors to have access to corporate management and vice versa, so we offer various platforms for corporate access tailor-made to suit your needs. We are able to host conference calls on behalf of companies or arrange one-on-one calls for you. Through our trusted relationships in South Africa and the rest of the continent we can arrange bespoke in-country corporate access trips with the desired level of organisation and management. Page 6 of 8 investments momentum securities 2017

7 Client-centric investment process Constant portfolio assessment Client investment objectives and risk profile Investment execution Client portfolio appropriate investment mix and risk tolerance Local and offshore asset allocation and stock selection International and macroresearch Investment strategy and policy Investment research Investment vehicles Equities As a member of the JSE, we are approved to trade in, and manage share investments on behalf of individuals and institutions. With more than 30 focused dealers and portfolio managers, we have the expertise to assist you in every area of the market. Derivatives The South African derivatives market was established in the early 1990s and has developed rapidly since then. Derivatives can be used to alter your exposure, reduce or leverage your risk, and protect larger positions against unexpected market movements. We are a financial derivatives member of the South African Futures Exchange (Safex) and a member of the Interest Rate and Currency market (IRC and Yield-X). We offer an advanced trading solution in over-the-counter derivatives for clients who prefer contracts for difference (CFDs). We can execute and provide advice on trading in all South African derivative products from index futures and options to single-stock futures on JSE-listed shares, international stocks, CFDs, warrants and currencies. Exchange-traded Funds (ETFs) and structured products You are able to invest in exchange-traded funds (ETFs) and structured products listed on the JSE, providing increased diversification and lower costs to suit your needs. Tax-free savings accounts (TFSAs) A low-cost solution for South African individuals that complies with tax-free savings account (TFSA) legislation. Investments are limited to R per year and you have access to eligible ETFs. Insights Our dedicated research team covers most major listed shares in sub-saharan markets, with annual sector reports focused on individual equities. These sought-after reports allow for ease of reference across sectors and themes throughout the African continent. Online services We offer direct access to each of the exchanges we operate in, and portfolio management tools. Allowing you to stay ahead of market developments, analyse your investments, trade directly and be in control of your financial assets. investments momentum securities 2017 Page 7 of 8

8 Contact us Talk to us +27 (0) Fax us +27 (0) Mail us Visit us momentum.co.za/securities Block Oxford Road Ground Floor Illovo, Johannesburg 2196 Write to us PO Box 969 Johannesburg South Africa West Avenue Centurion 0157 PO Box 7400 Centurion 0046 South Africa ShareCall Fax Opinions expressed in this document are those held as at the date appearing in this material only. The information and opinions provided are of a general nature and are not intended to constitute advice as contemplated in the Financial Advisory and Intermediary Services Act (FAIS Act). Some information used to prepare this document is from third party sources and whilst every effort has been made to ensure the accuracy and validity of the data, Momentum SP Reid Securities cannot guarantee the accuracy or completeness of such information, nor can it guarantee that such information is always up to date. Momentum SP Reid Securities shall not be liable or responsible for any use of this document or to any other person or entity for any inaccuracy of information contained in this document or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. This publication is not intended to give legal, tax, accounting, exchange control or any other professional advice. No reader should act on the basis of any matter contained in this publication without considering and taking appropriate advice on their own particular circumstances. Past performance is not necessarily indicative of future performance. An investor whose reference currency differs from that in which the fund is denominated may be subject to exchange rate movements, which may cause fluctuations in the value of their investments. In addition, investments involving exposure to a currency other than that in which the fund is denominated, may also fluctuate in value. Momentum SP Reid Securities (Pty) Limited is an authorised financial and credit provider Registration number: 1974/000041/07 A member of the JSE Ltd FSB license number NCR CP 2518 OBI Momentum Securities 02/2017 V1