- 010 541 3787
- info@verumcapital.co.za
Verum Capital is a full-service External Asset Management [EAM] company with access to multiple offshore banking platforms.
□ Local office presence
□ Licensed under Cat I and Cat II, Juristic Rep [JR] to Caleo Capital [Pty] Ltd.FSP 44125
□ 5 Swiss-based offshore banking platforms designed for global citizens
□ 1 Liechtenstein based SEC licensed offshore banking platform designed for US citizens
□ 2 Swiss-based Structured Product trading platforms
□ Portfolio Management Services [PMS]
□ Lombard loan facilities
□ 6 open architecture market research platforms
□ Structured Product development and distribution
□ Offshore account opening and due diligence services
□ Flat fee / Ticket fee model
□ Foreign Investment Allowance / Asset Swap / Corporate Cash Management [CCM]
□ E-banking
□ Tax reporting
□ Debit and credit cards
Our discretionary Portfolio Managers are designated 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
□ E-banking
□ Tax reporting
□ Debit and credit cards
□ Foreign Investment Allowance [FIA] applications
□ Asset Swaps
□ Corporate Cash Management [CCM]
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 three 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.
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.
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