Financial Services - Cape Town, Western Cape, South Africa
We are a platform designed for Financial Services Providers.A one stop shop for asset managers, consultants, financial advisors and discretionary fund managers seeking to establish and distribute pooled white-labelled and co-named portfolios.27four Platform offers co-branded portfolios, a service allowing you to supply your investment products to the market. You will be able to market your very own life-pooled portfolios, CIS portfolios and co-branded products which include Endowments, Living Annuities, Unit Trust, and Tax-free Savings accounts.The white-label service includes:• Customised investment portfolios and products based on your FSP needs• License provision with access to an investment-linked insurer and Manco• Capital provision and management• Branded product documentation at no extra cost to the manager (application forms, brochures) to ensure a consistent brand imageThe regulatory burden of applications to the FSCA and regulatory body's approval falls within our platform services.
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