Core Loan Satellite Model

verum capital full-service external asset management

EAM Services

Verum Capital is a full-service financial intermediary service provider with access to multiple offshore banking platforms. 

□ Local office presence
□ Five Global offshore banking platforms
□ SEC licensed offshore banking platform designed for       US passport holders and / or Green Card holders
□ Independent Structured Product trading platforms
□ Asset Management Services [AMS]
□ Lombard loan facilities
□ Global market research

□ Structured Product trading and distribution

□ Offshore account opening and due diligence support

□ Flat fee / Ticket fee model

□ Foreign Investment Allowance applications

□ E-banking

□ Tax reporting

□ Debit and credit cards

verum capital full-service external asset management

Investment Objectives

Our discretionary Asset Managers are geared to meet your investment objectives.

□ Core Portfolio: Multi-currency fund-of-fund investment strategies, enabling sustainable long-term capital growth over an                    investment cycle
□ Loan Portfolio: Multi-currency short-term Lombard lending strategy to enhance investment power
□ Satellite Portfolio: Opportunistic, multi-currency, yield enhancing, short-term investment strategies through the use of                       short-term Structured Products

verum capital full-service external asset management

Structured Products

We design, trade and distribute bespoke, short-term Structured Products to the South African financial industry.

□ Independent and transparent trade execution
□ Multi-currency strategies [CHF, GBP, USD, EUR]
□ Best price policy [up to 30 quote comparisons]
□ Guaranteed quarterly returns
□ Conditional capital protection

Core - Loan - Satellite Model

Core-Model2

Core Portfolio [100%]

Long-term Investment Objective

Loan Portfolio [40%]

Short-term Lending Objective

Loan Portfolio [40%]

Short-term Lending Objective

□ Global portfolio(s)
□ Multi currencies and asset classes
□ Five to seven years investment horizon
□ 8% to 12% p.a. expected return
□ Up to 65% loan to value [LTV]
□ No lock-in period
□ 0.5% p.a. safekeeping / admin fee
□ CHF 200.00 trading ticket fee

□ Lombard loan(s)
□ Multi currencies
□ 3 – 24 months duration
□ 1.1% – 1.5% p.a. margin over Refinance Rate

□ Global product range
□ Multi currencies and industries
□ 3 – 72 months investment horizon
□ 12% to 16% p.a. expected return
□ Lock-in period tree months plus
□ Guaranteed quarterly returns
□ Conditional capital protection
□ 0.5% p.a. safekeeping/admin fee

The minimum investment equates to USD10 000.00 or the equivalent thereof in other major currencies.

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