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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Verum Licence Certificate

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