- 010 541 3787
- info@verumcapital.co.za
Our Intermediary Services include, but are not limited to:
□ Local office presence
□ Five global banking platforms, the minimum investment USD10,000.00
□ One SEC registered banking platform for US passport holders and / or US Green Card holders, minimum investment USD500,000.00
□ Five open architecture market research platforms
□ Two independent Swiss based Structured Product trading platforms
□ Account Openings and Documentation
□ Due Diligence [KYC] Support
□ Legal and Compliance [L&C] updates
□ Ongoing documentation updates
□ E-banking
□ Tax Reporting
□ Debit and Credit Cards
□ Foreign Investment Allowance [FIA] applications
□ Corporate Cash Management [CCM] facility
□ Core: multi-currency top quartile fund-of-fund investment strategies
□ Loan: multi-currency short-term Lombard lending strategies
□ Satellite: multi-currency short-term yield enhancement investment strategies
□ Securities Trading [all asset classes]
□ Structured Products Trading
□ Lombard Loans
□ Foreign Currency Exchange [FX]
□ Fiduciary Accounts
□ Product Expiry Management
□ Settlement Controls
□ Bank: Flat fee / Ticket fee model, charged quarterly
□ IFA: Advisory fee, charged quarterly
□ Transactions: Foreign currency exchange, loan margin, money transfers, credit cards and other charges
□ Innovation and sophistication
□ 99% advisory, minimal administration
□ Revenue streams and seamless communication
□ Coaching / Mentoring
□ Cost free services
Core and Satellite
Safekeeping and administration
0.5% p.a. on Assets under Management [AuM]
Core
Ticket fee [Equity, Bonds, Mutual Funds]
CHF 200.00
Loan
Margin over LIBOR
1.1% p.a.
Core, Loan and Satellite
Foreign Exchange [FX] margin
0.5% to 1%
Satellite
Structured Product fee
CHF50.00 – CHF100.00
At the IFA’s discretion and charged quarterly.
We provide cost-free services, no additional fee charges apply.
Your request will be sent to the
Verum Administrator who will respond to you shortly.
Please complete the below form to schedule a consultation with our team. We will respond to your request shortly.
Your request has been sent. We will be in touch shortly.
