One of the world’s most prominent international banking institutions
With strong roots anchored in Europe’s banking history, BNP Paribas has positioned itself as a leading bank in the Eurozone and a prominent international banking institution, with a presence in over 70 countries.
- Over 30 years’ experience in the equity derivatives market
- Well-known for their capabilities in providing a comprehensive product range of diverse solutions across both flow and structured products
- A focus on designing new strategies and innovative solutions to meet all their clients’ needs.
- Consistently strong credit ratings (A)
Awarded ‘’Best Structured Product Provider’’ and ‘’Best Technology Platform’’ as voted by Structured Product Providers
- Wealthport is an independent FSCA registered Administrative Financial Services Provider (Reg No. 44158) offering Independent Financial Advisors access to bulk investment trading, and client account administration across all investment products.
- Wealthport is at the forefront of offering administration of Bank issued Structured Products. Its partnerships with the largest Banks in South Africa, International Banks, Wealth Managers and Private Client channels, allow Independent Financial Advisors to select from a wide suite of Structured Products without the bias of Wealthport being owned by these entities.
- Wealthport offers Structured Products on a discretionary basis, as well as wrapped in Living Annuities and Endowment policies. Its relationships with Life Companies allow Wealthport to offer Endowments with additional tax benefits.
South Africa’s #1 direct Life Insurer, on a mission to change lives for the better
- 1Life Insurance is a registered Financial Services Provider and Life Insurer and is 100% FAIS compliant.
- Offers distribution options that benefit the Independent Financial Adviser (IFA).
- Has a proud track record of partnering with all classes of Financial Advisers and brokers since 2012.
- 1Life Insurance has a healthy solvency Capital Adequacy Ratio (CAR) and they’re insured by Hannover Re.
Innovative local and offshore investment solutions
Momentum Wealth is part of Momentum Investments, one of the largest linked investment service providers (LISPs) in South Africa, with more than R200 billion in assets under administration.
The Momentum Wealth International platform in Guernsey is an offshore investment platform for South African and offshore clients. Investing through Momentum Wealth International gives investors:
- In-depth industry experience spanning more than 23 years
- A true offshore investment experience
- Diversification from local solutions with exposure to multiple global markets
- Solutions that offer leading estate-planning and tax benefits via the International Endowment Option as well as the International Investment Option solution to suit Investor needs for pure structured notes.
Leading independent investment product platform
Itransact is a leading independent investment product platform (Category III LISP) established in 2012 to service the growing market demand for low-cost, index-based investment products by combating hidden, high and unfair investment costs and fees.
- Offers innovative, cost-effective and highly differentiated products that are regulated by the FSCA, via independent Category I financial service providers
- Itransact is owned and operated by Automated Outsourcing Services (Pty) Ltd, an authorised financial services provider established in 1997 (FSP 650)
- Provides distribution, asset management and administration functions for a broad range of pre-and post-retirement products, including structured products
Leading provider of insurance and alternative risk transfer solutions
Guardrisk, which is part of Momentum Metropolitan Holdings Limited, provides tailormade, innovative, integrated and cost-effective insurance and alternative risk transfer solutions.
- Registered in South Africa as an insurer for all statutory classes of non-life and life insurance business
- Helps companies insure and finance risk exposures by undertaking a strategic study of the risk exposures
- Provides services and solutions to corporates who are serious about risk management, those who face complex or expensive risks, and those who want to sell their own branded insurance products