FSCA-regulated · South Africa · Mauritius · Africa

Driving the evolution of the global financial industry — now with a guide.

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.

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Sawubona! I'm Sipho, Prime's digital assistant. I can explain our funds, fees and tax-free savings — or help you complete an application in about 10 minutes.
What's the annual TFSA limit?
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You may contribute up to R36,000 per tax year, with a lifetime limit of R500,000. All growth and income inside the plan is completely tax free. Want me to open the TFSA application for you?
Sipho provides factual product information, not financial advice.
R60bn+Assets under management
2005Established by Shane Peters
200+ yrsCombined team experience
MultiGlobal jurisdictions
Global Financial Solutions

Enablement with a personal touch

Tailor-made administration and investment product solutions that help asset managers and investment specialists build within complex regulatory environments.

CIS Portfolios (Unit Trusts)

Collective investment scheme structures across securities and hedge, administered end-to-end.

Investment Products

Investment plans, tax-free savings, retirement annuities, living annuities and preservation funds.

Investment Administration

Independent, cost-effective administration with Global Nominees safeguarding investor assets.

Offshore Solutions

Section 65 funds and global feeder structures in USD and GBP for international diversification.

Treasury & Asset Management Enablement

Treasury services and platforms that let managers launch and grow bespoke products.

Payroll Services

Supporting group companies and partners with efficient payroll administration.

Online Applications

Forms that fill themselves in — almost

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.

Application

Prime Investment Plan — Individuals

Open a flexible investment plan. Choose your portfolios, set a lump sum or monthly debit order, and appoint an advisor if you have one.

~10 min online6 pages as a PDF
Tax-free

Prime Tax Free Savings Plan

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.

~7 min online5 pages as a PDF
Instruction

Once-Off or Regular Withdrawal

Existing investor? Instruct a once-off or recurring withdrawal from your plan. Banking details verified against your file automatically.

~4 min online3 pages as a PDF
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Prefer paper? The original PDF forms remain available in the Document Library. Online submissions reach our administration team instantly and cut processing time — no printing, scanning or emailing needed.
Fund Range

Ask Sipho about any fund

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?"

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SiphoPrime Investments digital assistant
Sipho shares product information, not financial advice. Speak to a licensed advisor for personal recommendations.