7th Jan 2019

The 6 Steps of Financial Planning

These are the following requirements to ensure comprehensive & efficient financial advisory services: STEP 1 Establishing a relationship and advising of services offered. STEP 2 Gathering information which will have […]
7th Jan 2019

What is a Linked Investment Service Provider (LISP)?

Definition: A Linked Investment Service Provider (LISP) is an independent administration company that offers investors access to collective investment schemes (or unit trusts) across a number of different management companies.  One […]
7th Jan 2019

Retirement Annuities

A retirement annuity is a tax effective retirement investment vehicle for individuals. The primary target market is individuals who do not participate in a pension or provident fund. WHO SHOULD […]
7th Jan 2019

Preservation Funds

In line with Section 37 of the Pension Funds Act, the trustees of the retirement fund will distribute the proceeds, considering first the needs of your dependents and then the […]
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