MoneyMarketing Financial Advisers Directory 2021

First for the professional personal

FINANCIAL

ADVISER$

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DIRECTORY 2021

Brought to you by

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Nuturing growth.

For you and your clients.

Investec for Intermediaries enables you to save, invest and trade on behalf of your clients - in a seamless and integrated manner.

A partnership you can count on. investec.com/ifipartnerships Global Client Support Centre 0800 28 28 28 Investec for Intermediaries Save | Invest | Trade Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit www.investec.com. Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518). Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

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[CONTENTS] EDITOR’S COMMENT

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elcome to the latest edition of MoneyMarketing’s Financial Advisers Directory, designed to provide you – the intermediary – with a comprehensive list of contacts for financial services and products.

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Editor’s Comment

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Alternative Investments

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Beneficiary Funds

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Collective Investments

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Compliance

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Discretionary Fund Managers

25

Employee benefits

27

Exchange Traded Funds

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Fund Managers

Made possible through the sponsorship of Investec Specialist Bank, our Directory will assist you in finding the best fund managers, DFMs, life insurers, short-term insurers, software solutions and more. @MMMagza Janice Roberts @MoneyMarketingSA Editor: MoneyMarketing

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Industry Bodies

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Linked Investment Service Providers

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Long Term Insurance

janice.roberts@newmedia.co.za

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Medical

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Offshore

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Private Clients

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Short Term Insurance

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Software Solutions

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Underwriting Managers

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Trusts

The past several months have been challenging for both advisers and their clients, as the coronavirus pandemic spread across our country, and the world. Most South Africans have found that their finances are now, by far, their largest source of stress, with many seeking financial advice for the first time.

In this complex environment, we understand that advisers need reliable, up-to-date information. Our Directory is designed to act as a helpful source for you, as you steer your clients on the path to improving their financial futures.

EDITORIAL EDITOR: Janice Roberts janice.roberts@newmedia.co.za LAYOUT & DESIGN: David Kyslinger

ADVERTISING ADVERTISING SALES EXECUTIVE: Mildred Manthey Direct: +27 (0)11 877 6195 mildred.manthey@newmedia.co.za

@MoneyMarketingSA

Published by New Media, a division of Media24 (Pty) Ltd

MANAGEMENT TEAM MANAGING DIRECTOR: Aileen Lamb COMMERCIAL DIRECTOR: Maria Tiganis BRAND STRATEGY DIRECTOR: Andrew Nunneley CHIEF FINANCIAL OFFICER: Venette Malone CEO: MEDIA24: Ishmet Davidson

DISTRIBUTION & SUBSCRIPTION Felicity Garbers felicity.garbers@newmedia.co.za

PUBLISHING TEAM GENERAL MANAGER: Dev Naidoo PUBLISHING MANAGER: Sandra Ladas sandra.ladas@newmedia.co.za PRODUCTION MANAGER: Angela Silver angela.silver@newmedia.co.za ART DIRECTOR: David Kyslinger © Copyright MoneyMarketing 2020

HEAD OFFICE: New Media House, 19 Bree Street, Cape Town, 8001 Postal Address: PO Box 440, Green Point, Cape Town, 8051 Tel: +27 (0)21 417 1111 Fax: +27 (0)21 417 1112 newmedia@newmedia.co.za JOHANNESBURG OFFICE: Ground floor, Media Park, 69 Kingsway Avenue, Auckland Park, 2092 Postal Address: PO Box 784698, Sandton, Johannesburg, 2146 Tel: +27 (0)11 877 6111 Fax: +27 (0)11 713 9024

Unless previously agreed in writing, MoneyMarketing owns all rights to all contributions, whether image or text.

SOURCES: Shutterstock, supplied images, editorial staff.

While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom.

All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners. © MoneyMarketing is not a financial adviser. The magazine accepts no responsibility for any decision made by any reader on the basis of information of whatever kind published in the magazine.

While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners.

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[ A LT E R N AT I V E I N V E S T M E N T S ] INVESTEC FOR INTERMEDIARIES Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds on behalf of their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services, Life Investments and Bespoke Investments – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Ninety One (previously Investec Asset Management) operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Support Centre on 0800 28 28 28 www.investec.com/ifipartnerships

27FOUR INVESTMENT MANAGERS Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442-2464 www.27four.com

AG CAPITAL 27 Somerset Road, Green Point, Cape Town, 8000 (021) 401 8900 www.agcapital.co.za

36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Johannesburg (010) 501-0250 www.36one.co.za

AGIS INVESTMENTS One Vdara, 41 Rivonia Road, Sandhurst, Johannesburg (010) 593 6440 agis-holdings.co.za

ABSA ALTERNATIVE ASSET MANAGEMENT Absa Towers North, 180 Commissioner Street, Johannesburg 0860 000 005 www.absainvestmentmanagement.co.za

ALEXANDER FORBES 115 West Street, Sandton, Johannesburg (011) 269 0000 www.alexanderforbes.co.za

ACTIS AFRICA Cradock Heights, 21 Cradock Avenue, Rosebank, Johannesburg 011 778 5900 www.act.is

ALL WEATHER CAPITAL Katherine Towers, 1 Park Lane, Wierda Valley, Johannesburg, 2196 (011) 722 7382 www.allweather.co.za

ACUMEN CAPITAL Fourways Manor Office Park, Macbeth Street, Johannesburg, 2191 (011) 467 8460 www.acumencapital.co.za AFRICAN INFRASTRUCTURE INVESTMENT MANAGERS 1 Mutual Place, 107 Rivonia Road, Sandton, Johannesburg (011) 217 1000 www.aiimafrica.com

ALPHA WEALTH The Terraces, 25 Protea Road, Claremont, Cape Town (021) 683-1354 www.alphawealth.co.za AMPLIFY Kildare House, 1 Oakdale Road, Newlands, Cape Town, 7700 (021) 671-0630 www.amplify.co.za

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[ A LT E R N AT I V E I N V E S T M E N T S ] ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Johannesburg (011) 591-0500 www.anchorcapital.co.za ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com ATA CAPITAL 9th Floor, 90 Grayston Drive, Sandton, Johannesburg (011) 321 1636 www.atacapital.co.za ATHENA CAPITAL Fernwood House, The Oval, 1 Oakdale Road, Newlands, Cape Town (021) 657 3810 ww.athenacapital.co.za AWETHU PROJECT CAPITAL 11 Kotze Street, Braamfontein, Johannesburg (011) 024 1606 www.awethuproject.co.za BLUEALPHA INVESTMENT MANAGEMENT Convention Tower, Heerengracht Street,Cape Town, 8001 (021) 409 7100 www.bluealphafunds.com BOPA MORUO PRIVATE EQUITY 3 Exchange Square, 87 Maude Street, Sandton, Johannesburg (010) 900 2019 www.bopamoruo.co.za CAPITAL INTERNATIONAL Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

DIRECTORY 2021

CAPITALWORKS INVESTMENT PARTNERS Capital Hill, 6 Benmore Road, Benmore, Sandton, Johannesburg (011) 301 3000 www.capitalworksip.com CAPRICORN CAPITAL PARTNERS Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 066 0723 www.capricornsa.com CATALYST FUND MANAGERS Protea Place, Protea Road, Claremont, Cape Town (021) 657 5500 www.catalyst.co.za CONVERGENCE PARTNERS 30 Jellicoe Road, Rosebank, Johannesburg (011) 550 5320 www.convergencepartners.com DESTINATA HOLDINGS Fairways Office Park, 5 Niblick Way, Somerset West, Cape Town (021) 851 3590 www.destinataholdings.com EDGE CAPITAL 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.edge.co.za EMPIRIC CAPITAL 24 Gardner Williams Avenue, Paardevlei, Cape Town, 7130 (021) 851 3123 www.empiriccapital.com ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, Johannesburg (011) 328 7400 www.ethos.co.za

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[ A LT E R N AT I V E I N V E S T M E N T S ] FAIRTREE CAPITAL Cnr Carl Cronje Dr & Old Oak Rd, Bellville, Cape Town (021) 943-3790 www.fairtree.com

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597-7506 www.hewettwealth.co.za

GAIA PRIVATE EQUITY 37 Vineyard Road, Claremont, Cape Town (021) 671 7210 www.gaiape.co.za

i-CUBED CAPITAL Greenacres Office Park, Rustenburg Road, Victory Park, Johannesburg (011) 888 0027 www.icubedcapital.co.za

GLOBAL CAPITAL 21 West Street, Houghton, Johannesburg (011) 728 0255 www.glocapital.com GROVEST 64 Katherine Street, Sandton, Johannesburg (011) 262 6433 www.grovest.co.za GROWTHGRID 1 Westlake Dr, Westlake, Cape Town (027) 761 0915 www.growthgrid.co.za HARITH GENERAL PARTNERS Block A1, 34 Impala Road, Chislehurston, Johannesburg (011) 384 4000 www.harith.co.za HAVAÍC The Pavilion, Dock Road, V&A Waterfront, Cape Town (021) 140 3569 www.havaic.com

INDEPENDENT ALTERNATIVES 42 Homestead Road, Jupiter House, River Park, Johannesburg, 2191 (011) 234 0187 www.independentalternatives.co.za INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597-6687 www.i2solutions.co.za ITRANSACT 15 Philips Street, Ferndale, Randburg, Johannesburg 0861 432 383 www.itransact.co.za KALON VENTURE PARTNERS 71, 4th Street, Houghton, Johannesburg (010) 140 4939 www.kalonvp.com

HELICAL CAPITAL PARTNERS 30 Jellicoe Avenue, Rosebank, Johannesburg (010) 271 0700 www.helicalpartners.com

KENAKO CAPITAL 7 Kildare Centre, Wheelan Road, Newlands, Cape Town (021) 671 3311 www.kenakocapital.co.za

HERITAGE CAPITAL The Place, 1 Sandton Drive, Sandton, Johannesburg (010) 594 4708 www.heritagecapital.co.za

KINGSON CAPITAL 2A, 21 York Road, Gillitts, Durban 278 234 08633 www.kingsoncapital.com

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[ A LT E R N AT I V E I N V E S T M E N T S ] KZN GROWTH FUND Delta Towers, 303 Dr Pixley Kaseme Street, Durban (031) 372 3720 www.kzngrowthfund.co.za LAURIUM CAPITAL 90 Grayston Drive, Sandown, Johannesburg, 2196 (011) 263 7700 www.lauriumcapital.com LUCID VENTURES 32 Kloof Street, Gardens, Cape Town (021) 300 6189 www.lucidventures.co.za

MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria (012) 671 8911 www.momentuminv.co.za NEDBANK CAPITAL Block F, Nedbank Sandton , 135 Rivonia Road , Sandown, Johannesburg 0860 555 111 www.nedbankcapital.co.za NESA CAPITAL Block 3, Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 326 3903 www.nesacapital.co.za

MEDU CAPITAL 35 Ferguson Road, Illovo, Johannesburg (011) 268 9140 www.meducapital.co.za

NINETY ONE 36 Hans Strijdom Avenue, Foreshore, Cape Town (021) 901 1000 www.ninetyone.com

MERGENCE INVESTMENT MANAGERS Cape Town Cruise Terminal, Duncan Road, V&A Waterfront, Cape Town (021) 433 2960 www.mergence.co.za

NITROGEN FUND MANAGERS Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5046 www.nitrogenfm.co.za

METIER 5 Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 268 4000 www.metier.co.za

NOVARE Cliffs Office Block 1, Carl Cronje Drive, Bellville, Cape Town (021) 914 3944 www.novare.com

METOPE INVESTMENT MANAGERS Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

OAKTREE VENTURE CAPITAL INVESTMENTS 33 Church St, Cape Town (021) 201 2260 www.theoaktreevcc.co.za

MeTTa CAPITAL 164 Katherine Street, Pinmill Office Park, Strathavon, Johannesburg (011) 568 1312 www.mettacapital.co.za

DIRECTORY 2021

OBSIDIAN CAPITAL 5 Fricker Road, Illovo, Johannesburg, 2196 (011) 219 6300 www.obsidiancapital.co.za

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ALTERNATIVE INVESTMENT STRATEGIES

HAVE A CRUCIAL ROLE TO PLAY IN OUTCOMES-BASED INVESTMENTS Global complexity. Accelerated change. Tenuous security. Future uncertainty.

Living now. These are some of the base ingredients in a toxic and emotive cocktail that is modern day investing for all high net-worth investors (HNWIs).

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or a HNWI to succeed, navigate and arrive safely at their investment goals, they need to stay focused, and not let their emotions interfere with their long-term objectives. For this, and many other beneficial reasons, it is crucial for HNWIs to partner with professional, experienced independent financial advisers or intermediaries, who have the ability to focus on the future road ahead without emotion and to select the right investments for their needs.

“Change is the law of life. And those who look only to the past or present are certain to miss the future.”

- John F. Kennedy Change, like taxes and death, is the only certainty we know. The investment landscape has changed, and will for certain change many more times in our lifetime. To accommodate and tackle this new investment paradigm, Intermediaries are having to revisit the traditional ways they look at structuring investment portfolios for their HNWIs. While the broad principles of asset allocation still apply, the unique requirements of HNWIs need to be taken into account. They are all at different life stages, and facing different family, health, business and socioeconomic dynamics. As such their investment and financial needs are never alike, and always dynamic.

Intermediaries are increasingly looking at outcomes-based investing as a way of tackling these requirements, as well as the appropriate investment vehicles to achieve their goals. While the concept is not new, the increased complexity of the lives of HNWIs and their families is turning outcomes-based investing into a key differentiator.

Examples of these sorts of complexities are assets and income streams – as well as liabilities – in different jurisdictions, heirs or beneficiaries of

trusts and estates in different countries, or having a large portion of an individual’s wealth tied up within a business. As the client’s circumstances change, or when the client moves through a different life cycle, this creates new challenges.

According to Paul Mendes, head of Bespoke Investments at Investec Specialist Bank, many HNWIs have tightly coupled needs of both a financial as well as investment nature.

This means that investments linked to global and local economic benchmarks, such as standard passive indices or ETFs, or retail managed unit trust mandates, are often a crude instrument for meeting their complex needs.

Increasingly therefore, intermediaries are turning to investment providers to provide the platforms, products and balance sheet access that suit their client’s particular needs, which includes investment solutions, access to liquidity, hedging strategies as well as other financial needs.

“With the right level of customisation, the client’s long-term investment strategy remains in place, while there’s also a level of flexibility to meet specific goals or outcomes that may be more short-term and macro driven in nature,” says Mendes.

An example on the investment side is to use tactical asset allocation to offset short-term economic or market impacts, while maintaining the longerterm investment view. Alternative investments like structured products, with their combination of capital protection and geared exposure to the upside of a particular market or index, can play an important role in achieving this.

Similarly, by using asset-backed financing strategies, and where these make sense, clients can realise liquidity without having to sell the underlying assets.

For intermediaries, having access to these strategies can be a key differentiator as they seek to meet the complex needs of their clients. “By working closely with

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Paul Mendes, head of Bespoke Investments at Investec Specialist Bank

a specialist bank, the intermediary can source and offer a wider range of efficient investment and financial solutions for a more complex world,” says Mendes.

“In both instances, the client retains a linked economic payoff profile of the underlying assets, while meeting their short-term needs,” says Mendes.

Mendes says many HNWIs will no doubt, in the course of their investment horizon, need to make adjustments to their portfolios, to meet the changing needs of each life stage. “Structured products are a particularly efficient and cost-effective tool for making these adjustments,” he says.

Disclaimer: Investec for Intermediaries is a provider of financial solutions, services, and expertise. Enabling Financial Intermediaries to save, invest and trade on behalf of their clients - in a seamless and integrated manner.

Our specialist solutions teams across Cash Management (CCM); Foreign Exchange; Structured Products; Specialist Investments, Equities and Prime Services, Bespoke Investments and Life Investments have been brought together so that our clients can easily access the expertise they require to best advise their clients.

Through our dedicated client service team, integrated digital platform and specialist solutions, it all adds up to an Out of the Ordinary partnership.

Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman’s details are available on request or visit www.investec.com.

Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518).

Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

DIRECTORY 2021

A unique partnership enabling bespoke investment solutions.

A partnership you can count on. investec.com/ifipartnerships Global Client Support Centre 0800 28 28 28 Investec for Intermediaries Save | Invest | Trade Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit www.investec.com. Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518). Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

[ A LT E R N AT I V E I N V E S T M E N T S ] OLD MUTUAL ALTERNATIVE INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutualinvest.com OPTOMISE Melrose Arch, 14 Whiteley Road, Melrose, Johannesburg 087 153 1192 www.optomise.co.za PERPETUA INVESTMENT MANAGERS The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 ( Jhb) www.perpetuaim.co.za PHATISA Ballywoods Office Park, 33 Ballyclare Drive, Bryanston, Johannesburg (011) 463 1920 www.phatisa.com POLAR STAR MANAGEMENT Convention Tower, Heerengracht Street, Foreshore, Cape Town (021) 409 7120 www.polarstarfunds.com PRIME INVESTMENTS 28 Peter Place, Lyme Park, Sandton, Johannesburg (010) 594 2100 www.primeinvestments.co.za PROTEA CAPITAL MANAGEMENT 7 Northridge Avenue, Sunnyridge, Germiston, 1401 (021) 402 1600 www.proteacapitalmanagement.com ROCKWOOD PRIVATE EQUITY Inanda Greens, 54 Wierda Road West, Wierda Valley, Johannesburg (010) 060 4148 www.rockwoodpe.co.za

DIRECTORY 2021

SANARI CAPITAL 90 Grayston Drive, Sandton, Johannesburg 076 456 3339 www.sanari.co.za SANLAM INVESTMENTS 2 Strand Road, Bellville, Cape Town 0860 100 266 www.sanlaminvestments.com SASFIN 29 Scott Street, Waverley, Johannesburg (011) 809 7500 www.sasfin.com SENQU CAPITAL Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5059 www.senqucapital.com SPEAR Great Westerford, 240 Main Road Newlands, Cape Town (021-001-2359) www.spearcapital.com STANLIB 17 Melrose Boulevard, Melrose Arch, Johannesburg 0860 123 003 www.stanlib.com STEYN CAPITAL MANAGEMENT 97 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 001 4682 www.steyncapitalmanagement.com SUMMIT PRIVATE EQUITY One Vdara Towers, 41 Rivonia Rd, Sandhurst, Johannesburg (010) 880 1812 www.summitafrica.com SYGNIA ASSET MANAGEMENT The Foundry, Cardiff St, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

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[ A LT E R N AT I V E I N V E S T M E N T S ] TANTALUM CAPITAL South Wing Great Westerford, 240 Main Road, Cape Town (021) 680 6500 www.tantalum.co.za

WEALTHPORT Ballyclare Office Park, 35 Ballyclare Drive, Bryanston, Johannesburg (010) 593-3103 www.wealthport.co.za

TBI INVESTMENT MANAGERS 35 Willie van Schoor Avenue, Bellville, Cape Town (021) 948 0322 www.tbi.co.za

WESTBROOKE ALTERNATIVE ASSET MANAGEMENT 32 Impala Road, Chislehurston, Johannesburg (011) 245 0860 www.westbrooke.co.za

TEREBINTH CAPITAL 4 Bridal Close, Tyger Falls, Tyger Valley, Cape Town, 7530 (021) 943 4823 www.terebinthcapital.com

WORLDWIDE CAPITAL Wanderers Office Park 52 Corlett Drive, Illovo, Johannesburg (011) 685-1000 www.worldwidecapital.com

THIRD WAY INVESTMENT PARTNERS Katherine Towers,Wierda Road West, Wierda Valley, Johannesburg, 2196 (011) 684 1192 www.thirdway.co.za TRINITAS PRIVATE EQUITY 1 Melrose Boulevard, Suite 2 Ground Floor, Melrose Arch, Johannesburg (011) 994 9700 www.trinitaspe.co.za TRUFFLE ASSET MANAGEMENT Hyde Park Lane Business Complex, William Nicol & Jan Smuts, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za VANTAGE CAPITAL 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 530 9100 www.vantagecapital.co.za VISIO CAPITAL MANAGEMENT The Place, Sandton Drive, Sandton, Johannesburg (011) 245 8900 www.visiocapital.co.za

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[BENEFICIARY FUNDS] ABSA TRUST Absa Towers West, 15 Troye Street, Johannesburg, 2000 (011) 350 4000 www.absa.co.za AKANI BENEFICIARY FUND (PTY) LIMITED 7 Disa Road, Extension 8, Kempton Park, Ekurhuleni, 1620 (011) 578-5333 www.akafin.co.za ALEXANDER FORBES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za FAIRHEADS BENEFIT SERVICES 2 Long Street, Cape Town, 8001 (021) 410 7500 www.fairheads.com

DIRECTORY 2021

FEDGROUP 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za NEDGROUP BENEFICIARY SOLUTIONS 135 Rivonia Road, Sandown, Johannesburg, 2196 (011) 294 4444 www.nedbank.co.za SANLAM TRUST BENEFICIARY FUND 2 Strand Rd, Labiance, Cape Town, 7530 (011) 778 6487 www.sanlam.co.za

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[COLLECTIVE INVESTMENTS]

INVESTEC FOR INTERMEDIARIES Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds on behalf of their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services, Life Investments and Bespoke Investments – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Ninety One (previously Investec Asset Management) operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Support Centre on 0800 28 28 28 www.investec.com/ifipartnerships

10X INDEX FUND MANAGERS 34 Somerset Road, Green Point, Cape Town, 8005 (021) 412 1010 www.10x.co.za

ASHBURTON MANAGEMENT COMPANY 1 Fredman Dr, Sandown, Johannesburg, 2196 (011) 282 8800 www.ashburtoninvestments.com

ABSA UNIT TRUST SCHEME 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za

AYANDA COLLECTIVE INVESTMENT SOLUTIONS 16 Baker St, Rosebank, Johannesburg, 2196 (011) 442 2464 www.ayandacapital.com

AFRICA COLLECTIVE INVESTMENTS 54 on Bath, First Floor, 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880-4710 www.africaci.com

BOUTIQUE COLLECTIVE INVESTMENTS 95 Grayston Drive, Morningside, Johannesburg, 2057 (010) 285 0333 www.bcis.co.za

ALEXANDER FORBES INVESTMENTS UNIT TRUST 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

BRIDGE COLLECTIVE INVESTMENTS 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 492 0200 www.bridgefm.co.za

ALLAN GRAY UNIT TRUST MANAGEMENT 1 Silo, V&A Waterfront, Cape Town, 8001 (021) 415 2301 www.allangray.co.za

CI COLLECTIVE INVESTMENTS Peter Place Park, Bryanston, Johannesburg, 2191 (0861) 000 881 www.cicollective.co.za

ALUSI MANAGEMENT COMPANY 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.alusi.co.za

CLOUD ATLAS Cnr Jan Smuts and William Nicol, Hyde Park, 2196 (010) 203 9157 www.cloudatlasinvesting.com

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Diversification is important to your clients. Make sure you can provide it.

A partnership you can count on. investec.com/ifipartnerships Global Client Support Centre 0800 28 28 28 Investec for Intermediaries Save | Invest | Trade Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit www.investec.com. Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518). Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

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ENHANCING INVESTMENT RETURNS IN A LOW INTEREST RATE ENVIRONMENT The upheaval seen in global and local markets since March has raised many questions about the role of money market investments as well as hybrid and other investments in the market.

G

len Copans, Chief Investment Officer at Investec Specialist Investments (ISI), explains some of the investment instruments and vehicles available, the key risks involved and their performance since the market crash in March.

THE DIFFERENT TYPES OF PREFERENCE SHARE AVAILABLE Preference shares are hybrid securities with aspects of fixed income and equity, explains Copans.

Redeemable preference shares are more aligned in their performance with fixed income, due to it having a defined term and being linked to an underlying rate, such as Prime. Redeemable preference shares tend to be less volatile, with a steady return profile over time.

Perpetual preference shares are more like equities, however. They tend to exhibit similar volatility to that of the equity market overall, while their poor liquidity also contributes to higher volatility, especially during periods of increased market volatility as experienced in 2020. While perpetual preference shares have exhibited periods of exceptional growth, the volatility has resulted in many of the securities only marginally delivering positive returns recently and not beating inflation consistently in the last few years ON THE UNDERLYING RISKS FOR PREFERENCE SHARE INVESTORS

Most of these instruments tend to move in line with the level of overall interest rates, meaning that, in effect, the interest rate risk component of the preference share is often hedged out. For example, the yield on preference shares contracted significantly and to a similar degree, when interest rates fell as a result of the 300bps cut in the repo rate experienced in the immediate aftermath of Covid-19.

When it comes to credit risk, Copans notes that this refers to the debt obligations of the underlying businesses of the issuers and the likelihood of default. Copans says Glen Copans, Chief Investment Officer there have been at Investec Specialist Investments big dislocations in performance, based on the underlying creditworthiness of issuers, with some issuers doing better than others.

“Banks, the main issuers of preference shares, remain well-capitalised, liquid and well-regulated, so pose less of a credit risk, despite the increased volatility experienced in the sector. But this is different as you move to other issuers, so you need to be more selective of the sector and the idiosyncratic risks of the specific entity,” he says.

Many preference shares are not heavily traded, so investors need to take into account the liquidity risk when looking at potentially selling out of a position or taking a position. “To manage the liquidity risk, investors should stick to the basic principles of diversification strategies. This means that lack of liquidity can be managed,” explains Copans.

Investors should keep an eye on changes in the law or regulation that might have an impact on the tax treatment of specific asset classes. “While we haven’t seen any changes of late, tax risk is something investors should be aware of,” he notes.

ON THE IMPACT OF COMPANIES CANCELLING, DEFERRING OR REDUCING THEIR DIVIDENDS A company may choose to cancel, defer or reduce a dividend in times of stress when it needs to shore up its capital base. As we saw during the lockdowns,

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many listed entities in hard hit sectors opted to not declare dividends in order to preserve capital. Even local banks, traditionally consistently good payers of dividends to shareholders, were prudent in the management of their balance sheets, which led them to defer dividends in order to preserve capital, at least until such time that the market had normalised and there was greater sight of future earnings streams and potential impairments.

This raises the question of dividend risk in the context of preference shares. Copans explains: “A company’s preference shares form a different component of its capital structure from its ordinary shares, so we don’t believe preference shares will be impacted to the extent that equity holders were originally.”

In order to manage for sectors that stopped or reduced dividends, such as retail companies, investors need to take a diversified view and substitute into sectors, such as by investing in commodity or technology companies, which were less impacted.

However investors should be more selective. As always, investors should remember to remain welldiversified. “You shouldn’t put all of your money into one investment thesis so that you can account for all of these risks,” says Copans.

INCOME FUNDS AND DIVIDEND INCOME FUNDS Interest income funds now account for around 40% of Collective Investment Scheme funds, with income funds specifically enjoying popularity among conservative investors in the current market. They tend to be more volatile (as was the case in the recent market upheaval) than money market funds, though they have retraced many of their losses since March and continue to deliver inflation-beating returns.

Dividend income funds are an alternative to money market and income funds, offering high levels of liquidity alongside consistent, predictable returns – something that has largely held up in the current market. Investors have seen absolute levels fall, but this has been largely linked to lower interest rates.

OUTLOOK FOR DIVIDEND INCOME FUNDS With interest rates in SA (and globally) at record lows, the returns on dividend income funds look less attractive given the large reduction in interest rates. But these funds are still managing to produce an after-tax return above cash for investors. However, Copans points out, this should be seen in the context of inflation being under control and the fact that cash still offers a real return, albeit that for many investors this may not be the case once tax considerations are accounted for and this is where dividend income funds are making a meaningful contribution to the net return earned by the investor.

“Again, the important thing is to have the right portfolio construction in place,” says Copans.

“You need exposure to different asset classes, to ensure you are well diversified.” Copans explains that, in times of high volatility, as we have seen in recent months, there is a tendency for investors to retreat from the market and hold higher levels of cash than they otherwise would, despite the absolute levels being less enticing.

However, finding the right opportunity to re-enter the market is difficult and, as a result, investors end up holding cash (at low) rates for longer, and their returns are eroded. “Holdings in cash that were intended to be held for a short period, end up being held for much longer.”

In these scenarios, it might be worthwhile to look at other alternative assets. “Any investment where you get an enhanced return relative to after-tax money market rates, without the commensurate level of risk being taken, is a strategy worth looking at,” Copans points out.

“Remember too, that even in an environment where we anticipate rates to remain lower for longer, income funds are likely to continue providing excess returns for clients whilst preserving capital and when we see rates move up, so the attractiveness of these investments should too.”

Disclaimer: Investec for Intermediaries is a provider of financial solutions, services, and expertise. Enabling Financial Intermediaries to save, invest and trade on behalf of their clients - in a seamless and integrated manner.

Our specialist solutions teams across Cash Management (CCM); Foreign Exchange; Structured Products; Specialist Investments, Equities and Prime Services, Bespoke Investments and Life Investments have been brought together so that our clients can easily access the expertise they require to best advise their clients.

Through our dedicated client service team, integrated digital platform and specialist solutions, it all adds up to an Out of the Ordinary partnership.

Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman’s details are available on request or visit www.investec.com.

Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518).

Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

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[COLLECTIVE INVESTMENTS] COMMUNITY GROWTH MANAGEMENT (RF) 85 Main Street, Marshalltown, Johannesburg, 2107 (0861) 774 433 www.comanco.co.za

GLACIER MANAGEMENT COMPANY 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

CORESHARES INDEX TRACKER MANAGERS 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za

GRYPHON COLLECTIVE INVESTMENTS Southgate Tyger Waterfront,Carl Cronje Drive, Cape Town, 7530 (021) 915 5100 www.gryphon.com

CORONATION MANAGEMENT COMPANY Corner Campground and Main Roads, Claremont, Cape Town, 7798 (021) 680-2000 www.coronation.co.za

GTC MANAGEMENT COMPANY 52 Corlett Drive, Illovo, Johannesburg,2196 (010) 597 6800 www.gtc.co.za

DISCOVERY LIFE COLLECTIVE INVESTMENTS 1 Discovery Place, Sandhurst, Johannesburg, 2196 (0860) 998 877 www.discovery.co.za

H4 COLLECTIVE INVESTMENTS 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 670 9100 www.peregrine.co.za

FEDGROUP MANAGEMENT 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za

INVESTEC ASSET MANAGEMENT 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com

FEDGROUP PARTICIPATION BOND MANAGERS 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za FNB CIS MANCO Simmonds St, Johannesburg, 2001 087 575 9404 www.fnb.co.za FOORD UNIT TRUSTS Corner Forest Drive & Lonsdale Way, Pinelands, Cape Town, 7405 (021) 532-6988 www.foord.co.za

IP MANAGEMENT COMPANY Main Road, Newlands, Cape Town, 7700 (021) 673-1340 www.mitonoptimal.co.za INVESTEC SPECIALIST INVESTMENTS 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www,investec.com ITRANSACT FUND MANAGERS 15 Philips Street, Ferndale, Johannesburg, 2194 (011) 561 6812 www.itransactfm.co.za

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[COLLECTIVE INVESTMENTS] KAGISO COLLECTIVE INVESTMENTS Cnr Campground & Main Roads, Claremont, Cape Town, 7708 (021) 673 6300 www.kagisoam.co.za

OASIS CRESCENT PROPERTY FUND MANAGERS University Estate, Cape Town, 7925 (021) 413 7860 www.oasis.co.za

MARRIOTT UNIT TRUST MANAGEMENT COMPANY Marriott, 2 Delamore Road, Hillcrest, 3610 (031) 765 0700 www.marriott.co.za

OLD MUTUAL UNIT TRUST MANAGERS Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 www.oldmutual.co.za

MET COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.metci.co.za MOMENTUM COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.momentuminv.co.za NEDGROUP COLLECTIVE INVESTMENTS 135 Rivonia Road, Sandton, Johannesburg, 2196 0860 123 263 www.nedgroupinvestments.co.za NEWFUNDS 15 Alice Lane, Sandton, Johannesburg, 2146 (011) 895 5517 www.absa.co.za NINETY ONE FUND MANAGERS SA 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com NOVARE CIS Carl Cronje Drive, Bellville, Cape Town, 7530 (021) 914-7730 www.novare.com

PERSONAL TRUST INTERNATIONAL MANAGEMENT COMPANY Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za PRESCIENT MANAGEMENT COMPANY Westlake Business Park, Otto Close, Cape Town, 7945 (021) 700 3600 www.prescient.co.za PRIME COLLECTIVE INVESTMENT SCHEMES MANAGEMENT COMPANY (021) 670 5100 (010) 594 2100 www.primeinvestments.co.za PROFESSIONAL PROVIDENT SOCIETY MANAGEMENT COMPANY 6 Anerley Rd, Parktown, Johannesburg, 2193 (011) 644 4200 www.pps.co.za PRUDENTIAL PORTFOLIO MANAGERS UNIT TRUSTS Protea Place, 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 670 5100 www.prudential.co.za PSG COLLECTIVE INVESTMENTS Carl Cronje Drive, Tyger Waterfront, Bellville, Cape Town, 7530 (021) 918-7800 www.psg.co.za

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[COLLECTIVE INVESTMENTS] REALFIN COLLECTIVE INVESTMENT SCHEMES Steenberg Office Park, Tokai, Cape Town, 7966 (021) 701 3777 www.realfin.co.za RECM COLLECTIVE INVESTMENTS 8 Vineyard Road, Claremont, Cape Town, 7700 (021) 657 3440 www.recm.co.za REZCO COLLECTIVE INVESTMENTS 114 West Street, Sandton, Johannesburg, 2196 0861 739 468 www.rezco.co.za SA CORPORATE REAL ESTATE FUND MANAGERS North Bank Lane, Century City, Cape Town, 7441 (021) 529 8410 www.sacorporatefund.co.za

STANLIB COLLECTIVE INVESTMENTS 25 Ameshoff Street, Johannesburg, 2000 0860 123 003 www.stanlib.com STANLIB REIT FUND MANAGERS 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196 0860 123 003 www.stanlib.com STRATEGIC INVESTMENT SERVICE MANAGEMENT The Terrace, Protea Road, Cape Town, 7708 (021) 670 7800 www.oldmutual.co.za STRATEGIC REAL ESTATE MANAGERS 33 Sloane Street, Bryanston, Johannesburg, 2191 (011) 028-3100 www.emira.co.za

SANLAM COLLECTIVE INVESTMENTS Â 2 Strand Rd, Labiance, Cape Town, 7530 0860 100 266 www.sanlam.co.za

SYCOM PROPERTY FUND MANAGERS 570 Fehrsen Street, Pretoria, 0181 (021)702 2745 www.growthpoint.co.za

SANNE MANAGEMENT COMPANY Heerengracht St, Foreshore, Cape Town, 8001 (021) 202 8282 www.sannegroup.com

SYGNIA COLLECTIVE INVESTMENTS West Street, Sandon, Johannesburg, 2196 0860 794 642 www.sygnia.co.za

SATRIX MANAGERS 11 Alice Lane, Sandton, Johannesburg, 2196 (011) 784 0641 www.satrix.co.za STABILITAS DEELNEMINGSVERBANDSKEMA 265 Kent Avenue, Ferndale, Johannesburg, 2194 (011) 886 7195 www.stabilitas.co.za

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[COMPLIANCE] atWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

ISS COMPLIANCE P.O. Box 940, Houghton, 2041 0861 COMPLY (266759) www.isssa.co.za

BARNOWL PO Box 3009, Randburg, 2125 (011) 540 9100 www.barnowl.co.za

MASTHEAD 1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town, 7700 (021) 686-3588 www.masthead.co.za

COMPLIANCE CONSULTING 71 Lurgan Road, Parkview, 2193 082 901 4269 www.complianceconsulting.co.za

MOONSTONE COMPLIANCE P.O. Box 12662, Die Boord, Stellenbosch, 7613 086 111 3127 www.moonstone.co.za/

COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642-7974 www.compliancesa.com

NATIONAL COMPLIANCE COMPANY P.O. Box 6869, Zimbali, 4418 0860 104 194 www.nationalcompliance.co.za

COMPLI-SERVE SA P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) www.compliserve.co.za

ORACLE COMPLIANCE P.O. Box 413163, Craighall, 2024 (011) 100-2551 www.oraclecompliance.com

CRUX CONSULTING P.O. Box 2762, Sunninghill, 2157 (011) 234-4991 www.cruxconsulting.co.za

RISCURA SOLUTIONS P.O. Box 23983, Claremont, 7735 (021) 673-6999 www.riscura.com

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za

WEBBER WENTZEL 90 Rivonia Road, Sandton, Johannesburg, 2196 (011) 530 5000 www.webberwentzel.com

HORIZON COMPLIANCE 180 Garsfontein Road, Ashlea Gardens, 0081 (072) 351 1653 www.horizoncompliance.co.za

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[DISCRETIONARY FUND MANAGERS] 2IP INDEPENDENT INVESTMENT PARTNERS 14 Church Street, Durbanville, Cape Town 7550 (021) 914 1321 www.2ip.co.za ANALYTICS CONSULTIMG 54 Peter Place, Peter Place Park, Johannesburg, 2191 (011) 463 9600 www.analytics.co.za BOUTIQUE INVESTMENT PARTNERS 81 Dely Road, Hazelwood, Pretoria, 0081 (012) 460 9580 www.bcis.co.za CARRICK 135 Daisy Street, Sandton, Johannesburg, 2196 (011) 666 7504 www.carrick-wealth.com

MITON OPTIMAL 240 Main Road, Rondebosch, Cape Town, 7700 (021) 689 3579 www.mitonoptimal.com MOMENTUM INVESTMENT CONSULTING 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za MORNINGSTAR 20 Vineyard Rd, Claremont, Cape Town, 7708 (021) 446 8300 www.morningstar.com/en-za/company MOSAIC INVESTMENT CONSULTANTS 35 Carl Cronje Drive, Tygervalley, Cape Town, 7530 (021) 914 0496 www.mosaicinvestments.co.za/

EVEREST WEALTH 176 Vinko Street, Sinoville, Pretoria, 012 (087) 654 8705 www.everestwealth.co.za

MULTIVEST 2 De Beers Avenue, Somerset West, Cape Town, 7110 083 460 5530 www.multivest.co.za

FUNDHOUSE Cnr Campground and Main Road, Cape Town, 7708 (021) 670 3340 www.fundhouse.co.za

OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutualinvest.com

GLACIER INVEST 1 Sportica Crescent, Tygervalley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

PORTFOLIO METRIX 2 Payne Road, Bryanston, Johannesburg, 2191 (010) 448 1400 www.portfoliometrix.com/za/

MI-PLAN Newlands on Main, Newlands, Cape Town, 7700 (021) 657 5960 www.mi-plan.co.za

SEQUOIA The Club Shopping Centre, Hazelwood, Pretoria, 0081 (012) 764 7235 www.sequoiacapital.co.za

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[DISCRETIONARY FUND MANAGERS] STAR INVESTMENT PARTNERS Tyger Waterfront, Carl Cronje Drive, Bellville, Cape Town,7530 (087) 813 6288 www.starip.co.za STRATEGIQ CAPITAL 27 Somerset Road, De Waterkant, Cape Town, 8001 (021) 401 8940 www.strategiq.co.za TRINE CAPITAL 27 Plettenberg Street, Welgemoed, Cape Town, 7530 (021)Â 285 0300 www.trinecapital.co.za WEALTHPORT 35 Ballyclare Drive, Bryanston, Johannesburg, 2191 (010) 593 3103 www.wealthport.co.za

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[EMPLOYEE BENEFITS] ALEXANDER FORBES FINANCIAL SERVICES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za AON SA The Place, 1 Sandton Drive, Sandhurst, Johannesburg, 2196 (011) 944-7000 www.aon.co.za AXIOMATIC BENEFITS 4th Floor, 82 Grayston Drive, Johannesburg, 2196 (011) 305 1940 www.axiomatic.co.za

HEWETT WEALTH Willowbrook Office Park, Van Hoof Street, Johannesburg, 1724 (010) 597-7506 www.hewettwealth.co.za HOLLARD 22 Oxford Road, Parktown, Johannesburg, 2193 (011) 351 5000 www.hollard.co.za LIBERTY CORPORATE 25 Ameshoff Street, Johannesburg, 2001 (011) 558 4871 www.libertycorporate.co.za

EFFICIENT BENEFIT CONSULTING Corner Durban Road & Bella Rosa Street, Bellville, Cape Town 7530 (021) 276 1987 www.efbc.co.za

MOMENTUM CORPORATE 269 West Avenue, Centurion, Pretoria, 0157 (011) 715 3000 www.momentumpartnershipconnect. co.za/employers/

ENSIMINI 25 Owl Street, Auckland Park, Johannesburg, 2092 (011) 381 7960 www.ensimini.com

NBC HOLDINGS 22 Ridge Rd, Parktown, Johannesburg, 2193 (010) 206-0000 www.nbc.co.za

FEDGROUP 89 Bute Lane, Sandown, Sandton, 2196 (011) 305 2300 www.fedgroup.co.za

OLD MUTUAL CORPORATE Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7450 (021) 980 0628 www.oldmutual.co.za

FUSSELL AND ASSOCIATES 48 Athol Oaklands Road, Melrose North, Johannesburg, 2196 (011) 582-1000 www.fussell.co.za

POGIR GROUP St Andrews Office Park, 39 Wordsworth Avenue, Johannesburg, 2007 (011) 879 7200 www.pogir.co.za

GTC Wanderers Office Park, 52 Corlett Drive, Johannesburg, 2196 (010) 597-6800 www.gtc.co.za

PSG KONSULT CORPORATE Trident Office Park, Niblick Way, Somerset West, Cape Town, 7130 (021) 918-7800 www.psg.co.za

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[EMPLOYEE BENEFITS] RISK BENEFIT SOLUTIONS Soho on Strand, 128 Strand Street, Cape Town, 8001 (021) 443 4400 www.rbs.co.za

SIMEKA CONSULTANTS & ACTUARIES 99 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 912-3300 www.simekaconsult.co.za

ROBSON SAVAGE 2 Hermitage Terrace, Richmond, Johannesburg, 2092 (011) 643 4520 www.robsav.com

SOUTHERN CHARTER WEALTH Silverwood Close, Tokai, Cape Town 7945 (021) 700-1000 www.southerncharter.co.za

SANLAM EMPLOYEE BENEFITS 2 Strand Road, Bellville, Cape Town, 7530 (021) 947-9111 www.sanlam.co.za

TENNANT GROUP 59 Woodlands Ave, Hurlingham, Johannesburg, 2070 (011) 100 8100 www.tennant.co.za

SALT EMPLOYEE BENEFITS 400 16th Road, Randjespark, Midrand, 1685 (011) 544 8300 www.salteb.co.za

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[ EXCHANGE TRADED FUNDS] 1NVEST 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196 (011) 448 6000 www.1nvest.co.za

ITRANSACT 15 Philips St, Ferndale, Johannesburg, 2194 (0861) 468 383 www.itransact.co.za

ABSA CAPITAL (NEWFUNDS) 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za

OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 https://www.oldmutual.co.za/wealth

ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196 (011) 282-8800 www.ashburtoninvestments.com CLOUD ATLAS Jan Smuts & William Nicol Drive, Johannesburg, 2196 (010) 203 9157 www.cloudatlasinvesting.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za etfSA.co.za 3 Anerley Road, Parktown, Johannesburg, 2193 (010) 446 0371 www.etfsa.co.za GLACIER BY SANLAM 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

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RMB US DOLLAR CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za RMB KRUGER RAND CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za SATRIX 11 Alice Lane, Sandton, Johannesburg, 2196 (011) 784 0641 www.satrix.co.za SYGNIA Cardiff Street, Green Point, Cape Town, 8001 (0860) 794 642 www.sygnia.co.za

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[FUND MANAGERS]

INVESTEC FOR INTERMEDIARIES Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds on behalf of their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services, Life Investments and Bespoke Investments – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Ninety One (previously Investec Asset Management) operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Support Centre on 0800 28 28 28 www.investec.com/ifipartnerships

27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker Street, Rosebank, Johannesburg, 2196 0800 000 274 www.27four.com 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501-0250 www.36one.co.za ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 0800 11 11 55 www.absa.co.za AEON INVESTMENT MANAGERS 4th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 204 6061 www.aeonim.co.za AFENA CAPITAL P.O. Box 23883, Claremont, 7735 (021) 657-6240 www.afenacapital.com ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za ALUWANI CAPITAL PARTNERS EPPF Office Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 (021) 204-3800 www.aluwanicapital.co.za ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591-0500 www.anchorcapital.co.za ARGON ASSET MANAGEMENT P.O. Box 23254, Claremont, 7735 (021) 670-6570 www.argonassetmanagement.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com BALONDOLOZI INVESTMENT SERVICES 1st Floor, Building 1, Glenhove Square, 71 4th Street, Houghton Estate, 2198 (011) 484 7006/ 086 126 2270/ 082 886 8319 www.balondolozi.co.za

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[FUND MANAGERS] BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620 www.bayhillcapital.co.za BLUEALPHA INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409-7100 www.bluealphafunds.com BOUTIQUE COLLECTIVE INVESTMENTS Bella Rosa Village, Bella Rosa Street, Bellville, 7530Â (021) 914 1880 www.bcis.co.za CADIZ ASSET MANAGEMENT P O Box 44547, Claremont, 7735 08000 CADIZ / 08000 22349 www.cadiz.co.za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 (021) 201-1070 www.capital-iom.com CAPRICORN FUND MANAGERS P.O. Box 352090, Benmore, 2010 (011) 666-0700 www.capricorncapital.com CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 www.cstone.co.za CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za CENTAUR ASSET MANAGEMENT P.O. Box 35, Newlands, 7725 (021) 685-2408/9 www.centaur.co.za

DIRECTORY 2021

CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771-1960 www.clucasgray.co.za CONSILIUM CAPITAL SA 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340-1300 www.consiliumsa.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 www.coronation.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za DENKER CAPITAL Private Bag X8, Tygervalley, 7536 (021) 950 2603 www.denkercapital.com DISCOVERY INVEST 1 Discovery Place, Sandhurst, Sandton, 2196 (0860) 998 877 www.discovery.co.za ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000 (021) 426-1313 www.elementim.co.za EMPEROR ASSET MANAGEMENT Postnet Suite 247, Private Bag X1, Melrose Arch, 2076 087 940 6121 www.emperor.co.za

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[FUND MANAGERS] ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, 2196 (011) 328 7400 www.ethos.co.za FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943-3790 www.fairtree.com

HEIN KRUGER INTERNASIONALE FONDSBESTUUR P.O. Box 72260, Parkview, 2122 (011) 726-7700 www.krugerinternasionaal.co.za HUYSAMER CAPITAL INVESTMENTS P.O. Box 98663, Sloanpark, 2152 011 550 6192 www.huysamercapital.com

FLAGSHIP ASSET MANAGEMENT Private Bag X21, Constantia, 7848 (021) 794-3140 www.flagshipsa.com

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 011 550 6192 www.imara.co

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 www.foord.co.za

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-6687 www.i2solutions.co.za

FUTUREGROWTH ASSET MANAGEMENT Private Bag X6, Newlands, 7725 (021) 659-5300 www.futuregrowth.co.za GRANATE ASSET MANAGEMENT 23rd Floor, Portside Building, Cape Town, 8001 (021) 446 9410 www.granate.co.za GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrodbank.co.za GRYPHON ASSET MANAGEMENT Private Bag X20, Tygervalley, 7536 (021) 915-5100 www.gryphon.com GTC P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

INTEGRAL ASSET MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralasset.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 (010) 001-8300 www.mazi.co.za

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[FUND MANAGERS] MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 ( Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za

NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446-8000 www.nvestsecurities.co.za

MERGENCE INVESTMENT MANAGERS PO Box 8275, Roggebaai, 8012 (021) 433-2960 www.mergence.co.za

OBSIDIAN CAPITAL P.O. Box 413407, Craighall, 2024 (011) 219 6300 www.obsidiancapital.co.za

METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760 www.metopegroup.com

OLD MUTUAL WEALTH MANAGEMENT Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 509 9111 www.oldmutual.co.za

MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 www.mitonoptimal.com MOMENTUM ASSET MANAGEMENT Private Bag 9959, Sandton, 2146 0861 110 220 www.momentum.co.za

PEREGRINE HOLDINGS P.O. Box 650361, Benmore, 2010 (011) 722-7400 www.peregrine.co.za PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 ( Jhb) www.perpetuaim.co.za

NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.ninetyone.com

PERSONAL TRUST INTERNATIONAL MANAGEMENT CO PO Box 476, Rondebosch 7701 (021) 689 8975 www.personaltrust.co.za

NEDGROUP 135 Rivonia Road, Sandton, Johannesburg, 2196 (0860) 123 263 www.nedgroupinvestments.com

PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011)Â 262-4820 www.platinumportfolios.com

NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za

POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com

DIRECTORY 2021

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There’s a reason Investec for Intermediaries feels like it was made specifically for advisors.

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A powerful proposition, with people at the forefront, a backbone of innovative technology and Out of the Ordinary solutions all combined for a partnership you can count on. investec.com/ifipartnerships Global Client Support Centre 0800 28 28 28 Investec for Intermediaries Save | Invest | Trade

Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit www.investec.com. Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518). Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).

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[FUND MANAGERS] PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com

PRESCIENT INVESTMENT MANAGEMENT Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700-3600 www.prescient.co.za

SASFIN ASSET MANAGERS P.O. Box 95104, Grant Park, 2051 (011) 809-7500 www.sasfin.com

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont, 7735 0860 105 775 www.prudential.co.za PSG MULTI-MANAGER Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918-7800 www.psg.co.za REGARDING CAPITAL MANAGEMENT P.O. Box 45040, Claremont, 7735 (021) 657-3440 www.recm.co.za

SATRIX 11 Alice Lane, Sandton, Johannesburg, 2196 (010) 020 2250 www.satrix.co.za SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 www.seic.com SENTIO CAPITAL MANAGEMENT Illovo Edge, Building 3, 1st Floor, 5 Harries Road, Illovo, Johannesburg, 2196 (011) 880-6080 www.sentio-capital.com

REZCO 114 West Street, Sandton, Johannesburg, 2196 (086) 173 9468 www.rezco.co.za

SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com

RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

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[FUND MANAGERS] SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

TANTALUM CAPITAL Ground Floor, South Wing Great Westerford, 240 Main Road, Rondebosch, 7700 (021) 680 6500 www.tantalum.co.za

WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593-3103 www.wealthport.co.za

TEREBINTH Tyger Falls Blvd, Tyger Valley, Cape Town, 7530 (021) 943 4819 www.terebinthcapital.com

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 www.worldwidecapital.com

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325-0030 www.truffle.co.za UMBONO FUND MANAGERS Postnet Suite 201, Private Bag X30500, Houghton, 2041 (011) 484-5005 www.umbono.com

DIRECTORY 2021

VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za

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[INDUSTRY BODIES] ACTUARIAL SOCIETY OF SOUTH AFRICA P.O. Box 4464, Cape Town, 8000 (021) 509-7880 www.actuarialsociety.org.za ASSOCIATION FOR SAVINGS AND INVESTMENT SOUTH AFRICA (ASISA) 1 Mariendahl Lane, Newlands, Cape Town, 7700 (021) 673 1620 www.asisa.org.za BANKING ASSOCIATION OF SOUTH AFRICA P.O. Box 61674, Marshalltown, 2107 (011) 645-6700 www.banking.org.za BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF) P.O. Box 2324, Parklands, 2121 0861 30 20 10 www.bhfglobal.com COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642-7974 www.compliancesa.com COUNCIL FOR MEDICAL SCHEMES Private Bag X34, Hatfield, 0028 0861 123 267 www.medicalschemes.com ETHICS INSTITUTE OF SOUTH AFRICA P.O. Box 11233, Hatfield, 0028 (012) 342-2799 www.ethicsa.org FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470-9080 www.faisombud.co.za FASSET P.O. Box 6801, Cresta, 2118 086 101 0001Â www.fasset.org.za

FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P O Box 67027, Bryanston, 2021 082 449 2569 www.fisa.net.za FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA) P.O. Box 11901, Centurion, 0046 (012) 665-0085 www.fia.org.za FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za FINANCIAL SECTOR CONDUCT AUTHORITY (FSCA) P.O. Box 35655, Menlo Park, 0102 0800 20 20 87 www.fsca.co.za INSTITUTE OF RETIREMENT FUNDS Leppan House, No 1 Skeen Blvd, Bedfordview, Johannesburg, 2008 (011) 450-1670 / 081 559 1960 www.irf.org.za INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555-1800 www.irmsa.org.za INSURANCE INSTITUTE OF SOUTH AFRICA P.O. Box 413264, Craighall, 2014 0861 00 IISA (4472) www.iisa.co.za INSURANCE OMBUDSMAN 1 Sturdee Avenue, First Floor, Block A, Rosebank, Johannesburg, 2196 (011) 726-8900 www.insuranceombudsman.co.za

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[INDUSTRY BODIES] INSURANCE SECTOR EDUCATION AND TRAINING AUTHORITY (INSETA) P.O. Box 32035, Braamfontein, 2017 0861 130 013 www.inseta.org.za SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM) Postnet Suite 673, Private Bag X29, Gallo Manor, 2052 (011) 802-4768 www.saifm.co.za SOUTH AFRICAN INSURANCE ASSOCIATION Corner 14th Avenue & Hendrik Potgieter Street, Weltevreden Park, Johannesburg, 1709 (011) 726-5381 www.saia.co.za

DIRECTORY 2021

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[LINKED INVESTMENT SERVICE PROVIDERS] ABSA INVESTMENT MANAGEMENT SERVICES P.O. Box 6115, Johannesburg, 2000 0860 557 557 www.absa.co.za

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-6687 www.i2solutions.co.za

ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 500 100 www.investecassetmanagement.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com

INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.sa.investmentsolutions.co.za

CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

MOMENTUM WEALTH P.O. Box 7400, Pretoria, 0046 ShareCall number: 0860 546 533, International number: +27 (0) 675-3000 Local: (012) 675-3941 www.momentum.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-7506 www.hewettwealth.co.za HOLLARD INVESTMENT MANAGERS P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918-7800 www.psg.co.za

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[LINKED INVESTMENT SERVICE PROVIDERS] STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593-3103 www.wealthport.co.za

DIRECTORY 2021

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[LONG TERM INSURANCE] Â 1LIFE INSURANCE PO Box 11250, Johannesburg, 2000 (0860) 10 53 40 www.1Life.co.za 3SIXTY LIFE INSURANCE 91 Central Street, Houghton, Johannesburg, 2198 (086) 166 6335 www.3sixtylife.co.za ABACUS INSURANCE 171 Katherine Street, Sandown, Johannesburg, 2031 (0800) 777 444 www.abacus-insurance.co.za

AVBOB MUTUAL ASSURANCE COMPANY PO BOX 1661, Pretoria, 0001 (012) 303 1000 www.avbob.co.za BIDVEST LIFE 1 Park Lane, Wierda Valley, Johannesburg, 2196 (086) 166 8888 www.bidvestinsurancegroup.co.za BRIGHTROCK LIFE 165 West Street, Sandton, Gauteng 0860 00 77 44 www.brightrock.co.za

ABSA LIFE PO Box 7735, Johannesburg, 2000 (0860) 227 253 www.absa.co.za

CENTRIQ LIFE INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268-6490 www.centriq.co.za

ACSIS 2 Cullinan Cl, Morningside, Johannesburg, 2196 (011) 883 1303 www.acsis.co.za

CHANNEL LIFE PO Box 1, Sanlamhof, 7532 (021) 947-9111 www.sanlam.co.za

AIG LIFE SA 88 Stella Street, Sandown, Johannesburg, 2196 (011) 551 8000/1 www.aig.co.za

CLIENTELE LIFE ASSURANCE P.O. Box 1316, Rivonia, 2128 (011) 320-3000 www.clientelelife.com

ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

CONSTANTIA LIFE 2 Bruton Road, Bryanston, Johannesburg, 2191 (011) 686 4200 www.constantiagroup.co.za

ALLAN GRAY LIFE P.O. Box 51318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

DISCOVERY LIFE P.O. Box 784262, Sandton, 2146 0860 00 54 33 www.discovery.co.za

ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 086 123 5664 www.assupol.co.za

FEDGROUP PO Box 782823, Sandton, 2146 0860 011 773 www.fedgroup.co.za

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[LONG TERM INSURANCE] FIRST RAND LIFE ASSURANCE 9 Fredman Drive, Sandown, Johannesburg, 2031 (087) 736 0000 www.fnb.co.za/insurance/life/

MOMENTUM CORPORATE 269 West Avenue, Centurion 0157 086 065 7585 https://www.momentumpartnershipconnect. co.za/employers/

FMI Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 10 52 08 www.fmi.co.za

MOMENTUM LIFE INSURANCE 268 West Avenue, Centurion 086 066 5432 www.momentum.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za HOLLARD LIFE ASSURANCE P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za INVESTEC ASSURANCE 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 416 1000 www.investec.co.za INVESTEC LIFE 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www.investec.com JUST SA 16 Beach Estate Blvd, Big Bay, Cape Town, 7441 (021) 200 0463 www.justsa.co.za LIBERTY GROUP P.O. Box 10499, Johannesburg, 2000 0860 456 789 www.liberty.co.za

DIRECTORY 2021

NEDGROUP LIFE P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za NESTLIFE ASSURANCE P.O. Box 2919, Houghton, 2041 (011) 783-9112 www.nestlife.co.za NEW ERA LIFE INSURANCE Corner Witkoppen and Stonehaven Roads, Paulshof, 2056 (011) 463 0463 www.neweralife.co.za OAKHURST LIFE 127A York Street, George, 6529 (0861) 368 7873 www.oakhurstins.co.za OLD MUTUAL LIFE ASSURANCE 77 Harrison St, Johannesburg, 4310 (0860) 111 023 www.oldmutual.co.za OUTSURANCE LIFE INSURANCE P.O. Box 8443, Centurion, 0046 (012) 688 6800 www.outsurance.co.za PPS INSURANCE P.O. Box 1089. Houghton, 2041 0860 468 777 (0860 INV PPS) www.pps.co.za

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[LONG TERM INSURANCE] PSG LIFE Tyger Waterfront, 3 Howick Close, Bellville, Cape Town, 7530 (021) 918 7800 www.psg.co.za

SANTAM STRUCTURED LIFE 1 Sportica Crescent, Tyger Valley, Bellville, 7530 (0860) 444 444 www.santam.co.za

SAFRICAN INSURANCE COMPANY P.O. Box 616, Johannesburg, 2000 (011) 778-8000 www.safrican.co.za

VIVA LIFE INSURANCE PostNet Suite 33, Private Bag X75, Bryanston, 2021 086 100 VIVA (8482) www.vivalife.co.za

SHIELD LIFE Maxi Building, 1293 South Street, Centurion, 0157 (0861) 777 353 www.shieldlife.co.za

WORKERS LIFE 273 Paul Kruger Street, Pretoria, 0001 (0861) 520 520 www.workerslife.co.za

SANLAM LIFE INSURANCE 2 Strand Road, Bellville, Cape Town, 7530 (021) 947-9111 www.sanlam.co.za

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[MEDICAL] ALEXANDER FORBES HEALTHCARE SERVICES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 2690 www.alexanderforbes.co.za BESTmed MEDICAL SCHEME 361 Oberon Avenue, Faerie Glen, Pretoria, 0081 086 000 2378 www.bestmed.co.za BONITAS MEDICAL FUND P.O. Box 1101, Florida Glen, 1709 0860 002 108 www.bonitasmedicalfund.co.za CAPE MEDICAL PLAN De Tijger park , Hannes Louw Dr , Parrow North, Cape Town , 7500 (021)-937-8300 www.cmp.co.za COMPCARE WELLNESS MEDICAL SCHEME Private Bag X49, Rivonia, 2128 0861 222 777 www.compcarewellness.co.za DISCOVERY HEALTH MEDICAL SCHEME 1 Discovery Place, Sandton, Johannesburg, 2196 (011) 529 7246 www.discovery.co.za FEDHEALTH MEDICAL SCHEME Corner Conrad & Ontdekkers Roads , Florida Glen, Johannesburg, 1709 0860 011 773 www.fedhealth.co.za GENESIS MEDICAL SCHEME P.O. Box 5467, Cape Town, 8000 0861 56 46 66 www.genesismedical.co.za

DIRECTORY 2021

GTC P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za HEALTH SQUARED 54 Maxwell Dr, Woodmead, Johannesburg, 2191 (011) 796 6400 www.healthsquared.co.za HOSMED 3 Victoria Link, Route 21 Corporate Park, Pretoria 0178 0860 00 00 48 www.hosmed.co.za KEY HEALTH MEDICAL SCHEME P.O. Box 14145, Lyttelton, 0140 0860 671 050 www.keyhealthmedical.co.za MAKOTI MEDICAL SCHEME Private Bag X47, Rivonia, 2128 (011) 208-1000 www.makotihealth.co.za MEDIHELP 410 Steve Biko Road, Arcadia, Pretoria, 0083 (012) 334 2000 www.medihelp.co.za MEDIMED MEDICAL SCHEME P.O. Box 1672, Port Elizabeth, 6000 (041) 395-4474 www.medimed.co.za MEDSHIELD MEDICAL SCHEME 288 Kent Ave , Ferndale , Johannesburg, 2194 (010) 597-4701 www.medshield.co.za MOMENTUM MEDICAL P.O. Box 7400, Pretoria, 0046 0860 102 493 www.momentum.co.za

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[MEDICAL] PROFMED 1272 Heuwel Rd , Centurion Central , Pretoria, 0157 (012) 679-4144 www.profmed.co.za SIZWE MEDICAL FUND 7 West St, Houghton Estate, Johannesburg , 2198 (011) 353 0199 www.sizwe.co.za THEBEMED MEDICAL AID SCHEME P.O. Box 4709, Johannesburg, 2000 0861 THEBEMED/0861 84 32 36 www.thebemed.co.za

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[OFFSHORE]

INVESTEC FOR INTERMEDIARIES Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds on behalf of their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services, Life Investments and Bespoke Investments – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Ninety One (previously Investec Asset Management) operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Support Centre on 0800 28 28 28 www.investec.com/ifipartnerships

36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501-0250 www.36one.co.za ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ALLAN GRAY PROPRIETARY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591-0500 www.anchorcapital.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591-0677 www.anchorcapital.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com

DIRECTORY 2021

BLACKROCK 29 Stanley Street, V&A Waterfront, Cape Town www.blackrock.com/za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771-1960 www.clucasgray.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 (021) 680-2000 www.coronation.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za

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[OFFSHORE] CREDO WEALTH 85 Bute Rd, Sandown, Johannesburg, 2196 (011) 883 3222 www.credgroup.com

KRUGER INTERNATIONAL P.O. Box 72260, Parkview, 2122 (011) 726 7700 www.krugerinternasionaal.co.za

CYPRIOT REALTY PO Box 23644, Claremont, 7735 083 448 8734 www.cypriotrealty.com

HENLEY & PARTNERS Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700 (021) 850 0524 www.henleyglobal.com

DEVERE INVESTMENTS SOUTH AFRICA 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 www.devere-group.com

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 www.hewettwealth.co.za

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 www.foord.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192 www.imara.co

FRANKLIN TEMPLETON INVESTMENTS PostNet Suite #12, Private Bag X1005, Claremont, 7735 (021) 831 7400 www.franklintempleton.co.za

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-6687 www.i2solutions.co.za

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

INN8 Grove Exchange, Grove Avenue,Claremont,Cape Town, 7708 (0860) 004 668 www.inn8.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrodbank.co.za

INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

GTC P.O. Box 55118, Illovo, 2116 (010) 597-6800 www.gtc.co.za

NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com

GUERNSEY FINANCE PO Box 655, St Peter Port, Guernsey, GY1 3PN 44 (0) 1481 720071 www.weareguernsey.com

INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.investmentsolutions.co.za/

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[OFFSHORE] ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 ( Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418-3760 www.metopegroup.com MITONOPTIMAL SOUTH AFRICA P.O. Box 45068, Claremont, 7733 (021) 689-3579 www.mitonoptimal.com MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446-8000 www.nvestsecurities.co.za

DIRECTORY 2021

OLD MUTUAL INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutual.co.za PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 ( Jhb) www.perpetuaim.co.za PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262-4820 www.platinumportfolios.com POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com PRUDENTIAL P.O. Box 44813, Claremont, 7735 (021) 670 50100 www.prudential.co.za PSG WEALTH Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918-7800 www.psg.co.za SANLAM INTERNATIONAL INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com SARASIN FUNDS MANAGEMENT (IRELAND) George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 www.sarasin.co.uk

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[OFFSHORE] SASFIN BANK P.O. Box 95104, Grant Park, 2051 (011) 809-7500 www.sasfin.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za

SASFIN SECURITIES P.O. Box 299, Johannesburg, 2000 (011) 809-7500 www.sasfinsecurities.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

SCHRODER INVESTMENT MANAGEMENT 155 West Street, Sandton, Johannesburg, 2031 082 333 8994 www.schroders.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914-4966 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 www.seic.com

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325-0030 www.truffle.co.za WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com

WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593-3103 www.wealthport.co.za

STANDARD BANK ISLE OF MAN One Circular Road, Douglas IM1 1SB, Isle of Man 441 624 643 643 www.international.standardbank.com

VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za

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[ PRIVATE CLIENTS] 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501-0250 www.36one.co.za ABSA PRIVATE CLIENT ASSET MANAGEMENT Eastgate Office Park, South Blvd, Eastgate, Johannesburg, 2090 (011) 601 7500 www.absa.co.za ALEXANDER FORBES WEALTH MANAGEMENT 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0677 www.anchorcapital.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CONSILIUM SECURITIES 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340 1300 www.consiliumsa.co.za CREDO WEALTH 199 Oxford Road, Dunkeld, Johannesburg, 2196 (011) 463 6312 www.credogroup.com

DIRECTORY 2021

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860 www.grindrod.co.za HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-7506 www.hewettwealth.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 011 550 6192 www.imara.co INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-6687 www.i2solutions.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 011 530 8400 www.maitlandgroup.com MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 ( Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com

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[ PRIVATE CLIENTS] NEDBANK PRIVATE WEALTH 135 Rivonia Road, Sandown, Johannesburg, 2196 (0860) 111 263 www.nedbankprivatewealth.co.za NORTHSTAR ASSET MANAGEMENT Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446-8000 www.nvestsecurities.co.za OLD MUTUAL WEALTH PRIVATE CLIENT SECURITIES Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 524 4400 www.oldmutual.co.za/wealth/solutions/ private-client-securities

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za PSG KONSULT 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za SANLAM PRIVATE WEALTH Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town 7530 (021) 950-2770 www.sanlamprivatewealth.co.za SASFIN 337 Brooklyn Rd, Menlo Park, Pretoria, 0081 (012) 425 6000 www.sasfin.com

PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262-4820 www.platinumportfolios.com

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[SHORT TERM INSURANCE] AUTO & GENERAL INSURANCE COMPANY P.O. Box 11250, Johannesburg, 2000 0861 00 12 69 www.autogen.co.za

ECONORISK P.O. Box 3428, Rivonia, 2128 (011) 045 8555 www.econorisk.co.za

BIDVEST INSURANCE PO Box 25038, Gateway, 4321 0860 77 88 99 www.bidvestinsurance.co.za

FIRST RAND SHORT TERM INSURANCE Cnr Pixley Ka Seme & Pritchard Streets, Johannesburg, 2001 www.fnb.co.za

BRYTE INSURANCE COMPANY PO Box 61489, Marshalltown, Johannesburg, 2107 (011) 370 9111 www.brytesa.com

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 (011) 268-6490 www.centriq.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 086 564 9120 www.hewettwealth.co.za

CHUBB PO Box 1192, Saxonwold, 2132 (011) 722 5700 www.chubb.com/za-en/

HOLLARD P.O. Box 87419, Houghton, 2041 0860 202Â 202 www.hollard.co.za

COMPASS INSURE P.O. Box 37226, Birnam Park, 2015 (011) 745-8333 www.compass.co.za

IMPREXXION FOOTPRINT Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 www.imprexxion.com

CONSTANTIA INSURANCE P.O. Box 3518, Cramerview, 2060 (011) 686-4200 www.constantiagroup.co.za CREDIT GUARANTEE P.O. Box 125, Randburg, 2125 (011) 889-7000 www.creditguarantee.co.za DISCOVERY INSURE PO Box 3888, Rivonia, Johannesburg, 2128 (011) 529 2869 www.discovery.co.za

DIRECTORY 2021

INDWE RISK SERVICES Private Bag X7, Northlands, 2116 0860 13 13 14 www.indwerisk.co.za INFINITI INSURANCE P.O. Box 23, Strathavon, 2031 0860 00 2526 www.infinitiafrica.com KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 0860 50 50 50 www.kingprice.co.za

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[SHORT TERM INSURANCE] LOMBARD INSURANCE COMPANY P.O. Box 2740, Parklands,2121 (011) 551-0600 www.lombardins.com

RENASA INSURANCE COMPANY P.O. Box 412072, Craighall, 2024 (011) 380-3080 www.renasa.co.za

MOMENTUM SHORT TERM INSURANCE Private Bag 6784, Centurion, 0046 0861 110 220 www.momentum.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

MUA INSURANCE COMPANY P.O. Box 5777, TygerValley, 7536 0861 MUA INS (682 467) www.mua.co.za

SANTAM 1 Sportica Crescent, Tyger Valley, Bellville, 7530 0860 444 444 www.santam.co.za

NEDGROUP INSURANCE PO Box 1144, Johannesburg, 2000 (011) 667 7000 www.nedbank.co.za OLD MUTUAL INSURE Jan Smuts Drive, Pinelands, Cape Town, 7405 (0860) 111 023 www.oldmutual.co.za PSG INSURE 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za

SASRIA P.O. Box 653367, Benmore, 2010 086 172 7742 www.sasria.org.za ZURICH INSURANCE COMPANY P.O. Box 61489, Marshalltown, 2107 0800 112 604 www.brytesa.com

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[ SOFTWARE SOLUTIONS]

INVESTEC FOR INTERMEDIARIES Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds on behalf of their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services, Life Investments and Bespoke Investments – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Ninety One (previously Investec Asset Management) operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Support Centre on 0800 28 28 28 www.investec.com/ifipartnerships

ALLEGIANCE CONSULTING Equity Estate , Charles De Gaulle Cres , Centurion 0081 (012) 360-0040 www.allegiance.co.za

E-SET Belmont Rd, Rondebosch, Cape Town, 7700 (021) 659 2000 www.eset.com/za

ASSET MAP 66-68 Albert Rd, Woodstock, Cape Town, 7925 www.workthatmatters.co.za

EAS-E FICA Maxwell Office Park, Magwa Cres, Jukskei View, 2090 (0861) 342-592 www.easefica.co.za

atWORK Corner Lois Ave & Tsitsa St , Erasmuskloof , Pretoria 0181 (012) 484 9184 www.atwork.co.za

EEZI-SIGN DIGITAL SIGNATURES 2 Ernest Oppenheimer Avenue, Bruma, Johannesburg, 2026 (011) 484 5070 www.jmr.co.za

BIAS Kya North Park , Bernie St , Kya Sand, Randburg 2040 (011) 708 7007 www.biasconsultants.co.za

ELITE WEALTH Boardwalk Office Park , Eros Rd , Faerie Glen, 0043 (0861) 222-378 www.elitewealth.biz

BROKER TOOLS Corner Karee & John Vorster Avenue, Irene, Pretoria, 0064 (012) 665 3899 www.brokertools.co.za

ENHANCE INVESTOR 197 Peter Mokaba Rd , Morningside, Durban, 4001 (031) 205 2496 www.enhanceinvestor.com

COMMSPACE KWV Head Office, 57 Main Rd , Paarl, 7646 0861 477 774 www.commspace.co.za

ESCROW EUROPE 5a Pastorie Park , Corner Lourens & Reitz St , Somerset West, 7129 076 379 6368 www.escroweurope.co.za

DIRECTORY 2021

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[ SOFTWARE SOLUTIONS] FINAMETRICA Fountain Grove, Cnr William Nicol & 2nd Road, Hyde Park, 2196 (011) 888 5088 www.riskprofiling.com

INTEGRITY SOFTWARE 65 Old Main Road, Kloof, Durban, 3640 (031) 764-2558 www.integrity.co.za

FSP HUB Willie van Schoor Drive, Bellville, Cape Town, 7530 (021) 914 2169 www.fsphub.com

J2 SOFTWARE 6 Ateljee Street, Randpark Ridge, Johannesburg, 2169 (011) 794 1096 www.j2.co.za

FUND ANALYTICS 26 Eleventh Avenue, Houghton Estate, Johannesburg, 2198 (011) 728 5510 www.profile.co.za

KAPERSKY Thornhill Office Park, Bekker Road, Midrand, 1682 (011) 783-2424 www.kapersky.co.za

G04 SOFTWARE 164 Waverley Road, Dan Pienaar, Bloemfontein 9301 (051) 436-0371 www.go4software.co.za

LEXIS SIGN 215 Peter Mokaba Road, Morningside, Durban, 4001 (031) 268 3111 www.lexissign.co.za

GENASYS TECHNOLOGIES Cnr 14th Ave & Hendrik Potgieter Road, Weltevreden Park, Johannesburg, 1709 (011) 679 3151 www.genasystech.com

LIBRALEX PO Box 74337, Lynwood Ridge, Pretoria, 0040 (012) 809-0335 www.libralex.co.za

IMPRESSION SIGNATURES Waterfall Office Park, Howick Close, Allandale Road & Bekker Road, Midrand, 1686 (087) 405 6220 www.impression-signatures.com

MCAFEE The Campus, 57 Sloane St, Bryanston, 2021 (011) 707-5500 www.mcafee.com/en-za/index.html

IRESS 2929 William Nicol Drive, Bryanston, Johannesburg, 2021 (010) 492 1111 www.iress.com

MCI 60 Civin Drive, Bedfordview, Johannesburg, 2007 (011) 454 3420 www.mci.co.za

INSURE TECH 118 Graskop Road, Waterkloof Heights, Pretoria, 0184 (081) 234-3312 www.insuretech.co.za

MI-PLAN Mariendahl House, Newlands on Main, Cape Town, 7700 (021) 673-1340 www.mi-plan.co.za

W W W.MONEYMARKETING.CO.ZA

[ SOFTWARE SOLUTIONS] PAPER TRAIL 138 Athol Street, Highlands North, Johannesburg, 2192 (011) 880 4411 www.papertrail.co.za

SIGNIFLOW 78 Kyalami Boulevard, Kyalami Business Park, Midrand, 1684 (010) 300 4899 www.signiflow.com

PFIRESTORM 21 Alexander Drive , Winston Park, Gillitts, 3610 (031) 764 4090 www.pfire.co.za

SOFTBYTE COMPUTERS PO Box 1158, Kloof, Durban, 3640 (031) 464 2289 www.softbyte.co.za

PROFIDA Bateleur Office Park, Pasita St Bellville, CapeTown, 7530 (021) 975-0215 www.profida.co.za PROPULSION 5 Jacob Mare Avenue, Monument, Krugersdorp, 1739 (083) 275 8368 www.propulsion.co.za QUICKBOOKS 100 Armstrong Ave, Umhlanga, Durban, 4051 (031) 566 2960 www.quickbooks.intuit.com/za/ REFINITIV The Chelsea Building, 138 West Street, Sandton, Johannesburg, 2196 (011) 775-3000 www.refinitiv.com SAGE 22 Magwa Crescent, Waterfall 5-lr, Midrand, 2066 (011) 304 3000 www.sage.com/en-za/ SEED ANALYTICS PO Box 3107, Tygervalley, Bellville, 7536 (021) 914-0658 www.seedanalytics.info

DIRECTORY 2021

SURE QUOTE The Corner Office, Lynwood Rd , Lynwood, Pretoria 0081 083 295 2302 www.sure-quote.co.za THRYVE 2 Hood Avenue, Rosebank, Johannesburg, 2196 (011) 771-5600 www.thryve.com TIAL TECHNOLOGIES 67 Wessel Road, Rivonia, Johannesburg, 2128 (011) 807 1030 www.tial.co.za TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312 5777 www.trusteeze.co.za WEALTHBIT 150 Rivonia Road Sandton, 2146 (011) 768 1022 www.gci.co.za

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[UNDERWRITING MANAGERS] AC & E UNDERWRITING MANAGERS 7th Floor, Bedford Centre Office Park, Kloof Road, Bedfordview (011) 615-7529 www.engineeringace.co.za

CHARTERED AUTO UNDERWRITING AGENCY P.O. Box 78589, Sandton, 2146 086 100 2282 www.caua.co.za

AFRICAN RAND UNDERWRITING MANAGERS P.O. Box 731386, Fairland, 2030 (011) 678-1354 www.africanrand.co.za

COMMERCIAL AND INDUSTRIAL ACCEPTANCES P.O. Box 615, Bedfordview, 2008 0861 CIA 777 www.cia.co.za

AMBLEDOWN RISK & UNDERWRITING MANAGERS P.O. Box 1862, Cramerview, 2060 086 126 2533 www.ambledown.co.za

COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015 (011) 745-8333 www.compass.co.za

ARTINSURE UNDERWRITING MANAGERS Postnet Suite 243, Private Bag X30500, Houghton, 2041 0861 111 096 www.artinsure.co.za BROLINK P.O. Box 9346, Centurion, 0046 (012) 673-0000 www.brolink.co.za CAMARGUE UNDERWRITING MANAGERS Postnet Suite 250, Private Bag X4, Bedfordview, 2008 (011) 778-9140/41/42/43/44 www.camargueum.co.za CAPTIVE BUSINESS CONSULTANTS Postal address – P O Box 654, Bedfordview, 2008 (011) 615-3640/43 www.captive.co.za CENTRIQ INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268-6490 www.centriq.co.za

CONSORT TECHNICAL UNDERWRITING MANAGERS P.O. Box 520, Banbury, 2164 (011) 658-1156 www.consort.co.za FACTORY & INDUSTRIAL RISK MANAGERS P.O. Box 615, Bedfordview, 2008 0861 FACIND (322463) www.facind.co.za FILM & ENTERTAINMENT UNDERWRITERS SA Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431-3694 www.feusa.co.za FIREDART & CONSTRUCTION GUARANTEE UNDERWRITING MANAGERS PO Box 11653, Randhart, 1457 (011) 833-1400 www.firedart.co.za GARAGESURE CONSULTANTS & ACCEPTANCES P.O. Box 3375, Randburg, 2125 (011) 791-6602 www.garagesure.co.za

W W W.MONEYMARKETING.CO.ZA

[UNDERWRITING MANAGERS] GEM & JEWEL ACCEPTANCES P.O. Box 70014, Bryanston, 2021 0800 112 604 www.brytesa.com GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za HIC UNDERWRITING MANAGERS P.O. Box 2253, Bedfordview, 2008 (011) 455-5271 www.hicsa.co.za INSURANCE UNDERWRITNG MANAGERS Private Bag X10, Gardenview, 2047 0861 949 444 www.ium.co.za KEU UNDERWRITING MANAGERS Suite 125, Private Bag X10030, Randburg 2125 0861 00 00 90 www.keu.co.za LEPPARD UNDERWRITING P.O. Box 2730, Houghton, 2041 (011) 459-1640 www.leppard.co.za MERX COMMERCIAL UNDERWRITERS P.O. Box 4472, Atlasville, 1465 (011) 455-3838 www.merxhcv.co.za MOTORITE INSURANCE ADMINISTRATORS P.O. Box 1034, Gallo Manor, 2052 0860 66 22 11 www.motorite.co.za PALADIN UNDERWRITING MANAGERS P.O. Box 613, Rondebosch, 7701 (021) 686-7270 www.paladin.co.za

DIRECTORY 2021

PSG KONSULT Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918-7800 www.psg.co.za SA UNDERWRITING AGENCIES P.O. Box 3606, Randburg, 2125 0860 002 002 www.saunderwriters.com SENATE TRANSIT UNDERWRITING MANAGERS P.O. Box 10402, Centurion, 0046 (012) 663-1004 www.senate-net.co.za THE HOLLARD INSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0860 202Â 202 www.hollard.co.za TOP TRANS EXCESS UNDERWRITERS P.O. Box 1568, Lambton, 1414 (011) 622-0142 www.roadcom.co.za

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[TRUSTS] ASL TRUST SERVICES 1 Niblick Way, Trident Park, Somerset West, Cape Town, 7130 (021) 840 1600 www.asl.co.za

FEDGROUP 89 Bute Lane, Sandown 0860 011 773 www.fedgroup.co.za

ABSA TRUST P.O. Box 4167, Fourways, 2055 0800 11 11 55 www.absa.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597-7506 www.hewettwealth.co.za

ALEXANDER FORBES FINANCIAL SERVICES P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6192 www.imara.co

CENTURY TRUSTS AND WEALTH Somerset Links Park, De Beers Avenue, Somerset West, Cape Town, 7130 (021) 552 5440 www.centurytrust.co.za

LEGACY FIDUCIARY SERVICES Greenford Office Estate, Punters Way, Kenilworth, Cape Town, 7708 (021) 671 1438 www.legacyfs.co.za

CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670-9100 www.citadel.co.za

MAZARS Grand Moorings Precinct, Century City, Cape Town, 7441 (021) 818 5000 www.mazars.co.za

CREST TRUST HOLDINGS 276 West Avenue, Centurion, Pretoria, 0157 LIGHTHOUSE TRUST AND CORPORATE (012) 643 1049 135 Daisy Street, Sandton, Johannesburg, 2196 www.ctrust.co.za (011) 784 2634 www.lhtc.co.za DESTINATA HOLDINGS 5 Niblick Way, Somerset West, Cape Town, MAITLAND GROUP 7130 18 Fricker Road, Illovo, Johannesburg, 2196 (021) 851 3590 (011) 530-8400 www.destinataholdings.com www.maitlandgroup.com FIRST NATIONAL BANK Simmonds St, Johannesburg, 2001 (087) 575 9404 www.fnb.co.za

MOMENTUM TRUST 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za

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[TRUSTS] NEDGROUP TRUST 135 Rivonia Road, Sandown, Johannesburg, 2196 (011) 294 9000 www.nedbankprivatewealth.com OLD MUTUAL Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutual.co.za PERSONAL TRUST Belmont Park, Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za PRIVATE CLIENT TRUST P.O. Box 24033, Claremont, 7735 (021) 671-1220 www.privateclient.co.za PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za RUBICON TRUST COMPANY 73 Beyers Naude Drive, Roosevelt Park, Johannesburg, 2195 (011) 646 0064 www.rubicontrust.co.za RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

DIRECTORY 2021

SANLAM TRUST 2 Strand Road, Belville, Cape Town, 7530 (0860) 726 526 www.sanlam.co.za SENTINEL INTERNATIONAL Mariendal House, Main Rd, Newlands, Cape Town, 7700 (021) 674 0390 www.sentinelinternational.co.za SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 www.southerncharter.co.za STANDARD BANK FIDUCIARY SERVICES 5 Simmonds street, Selby, Johannesburg, 2001 (010) 249 0423 www.standardbank.co.za TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312-5777 www.trusteeze.co.za WEALTH SUCCESSION Menlyn Corporate Park, Cnr Garsfontein Road & Corobay Avenue, Pretoria, 0181 (012) 0012 704 www.wealthsuccession.co.za

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A partnership you can count on. investec.com/ifipartnerships Global Client Support Centre 0800 28 28 28 Investec for Intermediaries Save | Invest | Trade Investec for Intermediaries is not a legal entity and the products and services offered by Investec for Intermediaries may be offered or sold by the following legal entities who provide additional disclosures as follows: Investec Corporate and Institutional Banking is a division of Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9) and a member of the JSE. Investec Bank Limited is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit www.investec.com. Investec Markets (Pty) Ltd. registration number 2018/243092/07 is a member of the JSE. Investec Specialist Investments Fund Managers (Pty) Ltd. is an authorised Financial Services Provider (FSP number 48518). Investec Life Limited, a member of the Investec Group, is a registered Long-term Insurance Company and an authorised Financial Services Provider (FSP number 47702).