Financial Mail - Investors Monthly - - Cover Story -

THIS OLD-SCHOOL, ex­e­cu­tion-based bro­ker fo­cuses on cre­at­ing aware­ness and pro­vid­ing ac­ces­si­ble, af­ford­able prod­ucts.

The firm keeps clients in­formed on do­mes­tic and in­ter­na­tional fi­nan­cial mar­kets through re­search prod­ucts. Its trad­ing plat­form has a Learn­ing Zone that aims to de­mys­tify share trad­ing and in­vest­ment for in­ex­pe­ri­enced in­vestors. Re­sources are pro­vided to ex­plain in­vest­ment jar­gon and con­cepts in plain lan­guage.

Af­ford­able CFDs are pro­vided, with good em­bed­ded in­ter­est rates for long and short po­si­tions. CFDs are writ­ten off In­vestec’s bal­ance sheet, which en­sures a good risk pro­file.

Thebe of­fers dis­cre­tionary ac­counts as well as a range of model port­fo­lios, along with be­spoke and risk-pro­filed port­fo­lios.

Trade de­ci­sions can be ex­e­cuted by giv­ing in­struc­tions to a trader, or clients can ex­e­cute their own trad­ing through the on­line or mo­bile plat­forms. Clients are gen­er­ally sat­is­fied, in par­tic­u­lar with the tech­nol­ogy. And 88% have been with the firm for more than five years.

Newspapers in English

Newspapers from South Africa

© PressReader. All rights reserved.