Partners & Affiliates

Allan Gray

  • Allan Gray Investment Services Proprietary Limited is the unit trust administrator for
  • Allan Gray Investment Services Proprietary Limited is an authorised administrative financial services provider.
  • Allan Gray Nominees (RF) Proprietary Limited is the company who holds your investments in safe custody for your exclusive benefit.
  • Allan Gray Investment Services Proprietary Limited is the company that collects your lump sum or debit order investment from your bank account.

Old Mutual Wealth

  • As advice partners of Old Mutual Wealth, we provide holistic, Integrated Wealth Planning for our clients. This enables us to identify various goals during a client’s lifetime and to develop appropriate strategies to achieve each goal.
  • We offer niche investments and solutions through Old Mutual Wealth, including Old Mutual International investments, Treasury and Advisory Services, Fiduciary Services and Private Client Securities.
  • Through our affiliation with the broader Old Mutual Group, we also offer solutions for personal risk protection and wills.

Capital Legacy

  • They take care of every aspect of your Will, from initial drafting to unlimited amendments, ensuring that your wishes are accurately recorded.
  • Your will is securely stored in their safe custody, giving you peace of mind and easy access whenever needed.
  • To make the process even more convenient for you, they arrange for the pickup of your Will through trusted CCD couriers, at no cost to you.
  • Their tailor-made plan is designed to provide you with exceptional protection for your legacy, covering a variety of estate costs such as 100% of legal costs and executor’s fees.
  • In times of loss, we understand the importance of financial support. Capital Legacy provides an immediate liquidity feature that ensures a prompt cash pay-out within 48 hours of receiving the death certificate (on all 100% indemnification plans).

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