Competitive, cost-effective investment enablement. Meet Sipho, your digital assistant — here to answer fund questions and walk you through every application, no PDF printing required.
Tailor-made administration and investment product solutions that help asset managers and investment specialists build within complex regulatory environments.
Collective investment scheme structures across securities and hedge, administered end-to-end.
Investment plans, tax-free savings, retirement annuities, living annuities and preservation funds.
Independent, cost-effective administration with Global Nominees safeguarding investor assets.
Section 65 funds and global feeder structures in USD and GBP for international diversification.
Treasury services and platforms that let managers launch and grow bespoke products.
Supporting group companies and partners with efficient payroll administration.
The forms below used to be multi-page PDFs. Now they're guided digital journeys: Sipho explains each section, validates your answers as you go, and you upload FICA documents straight from your phone.
Open a flexible investment plan. Choose your portfolios, set a lump sum or monthly debit order, and appoint an advisor if you have one.
Invest up to R36,000 per year — R500,000 lifetime — with zero tax on growth, interest or dividends. Sipho tracks your limits as you type.
Existing investor? Instruct a once-off or recurring withdrawal from your plan. Banking details verified against your file automatically.
From the Prime Money Market Fund to global equity feeders and qualified investor hedge funds — Sipho can summarise objectives, fees and minimum disclosure documents in plain language. Try: "Which funds suit a cautious investor?"