According to its official website, NVest Securities is an investment management and stockbroking firm offering local and offshore investment portfolios to private investors and independent financial advisors. The firm is a member of the Johannesburg Stock Exchange (JSE) and part of the NVest Financial Holdings group, headquartered in East London. Locally it offers the General Equity, Income Growth and Managed Income portfolios and a living annuity solution for advisors; offshore it offers the Global Equity portfolio investing in global listed companies. For clients who want to make their own investment decisions it also provides a non-managed execution-only service in which trades are placed on the client's instruction. According to its FAQ page, the suggested minimum initial investment is ZAR 250,000 for local portfolios and ZAR 1,000,000 for offshore investments, with flexibility in certain situations; the Global Equity portfolio page shows a minimum of ZAR 250,000. Clients track their portfolios through an online client portal. This information is the company's own statement.
Datos de la cuenta
TIPOS DE CUENTALocal and offshore managed portfolios · Execution-only account
DEPÓSITO MÍN.250,000 ZAR (suggested for local portfolios)
PLATAFORMASOnline client portal
PRODUCTOSJSE-listed shares · Local equity portfolios · Global equity portfolio · Living annuity
Licencias y regulación
FSCA (Sudáfrica)
N.º de licenciaFSP 44699
Titular de la licenciaNVest Securities (Pty) Ltd
AlcanceListed in the FSCA register as an authorised (Authorized) financial services provider under NVest Securities (Pty) Ltd (FSP 44699); authorised since 13 Aug 2013; approved product classes: shares, money market instruments, collective investment schemes, deposit products and insurance products.
EstadoVerificada
Fuentes e historial de verificación
Fuentes oficiales de la empresanvestsecurities.co.za — homepage, about us, FAQ, execution-only and Global Equity portfolio pages, footer
ForexQ.com
