Fund Management where the interests of the financial advisers and their clients come first
DISCRETIONARY FUND MANAGEMENT (DFM)
CATEGORY 1 FINANCIAL SERVICES PROVIDERS (IFA)
Appoint us as your DFM to construct and manage a range of portfolios for you. Benefits:
It frees you up to focus on offering advice and building your practice
It reduces your advice risk
It consolidates your investment offering across your book
Meet the stringent regulatory requirements placed on you
FICA, TCF, Reg 28, Client reporting, RDR
Build a professional IFA brand with co-branded reports
Total Peace of Mind with outcome-based approach
Greater focus on servicing your client needs
Efficiently manage client expectations countrywide
CATEGORY 2 FINANCIAL SERVICES PROVIDERS
Appoint us to provide advice on your portfolios managed on your mandate.
Appoint us to manage your portfolios on our mandate.
INVESTMENT MANDATES AVAILABLE
We offer Standard and Bespoke models
Standards, Guidelines, and Codes promote the competitiveness and efficiency of our industry to benefit consumers and to promote fairness, equilibrium, transparency, and industry best practice.
Discretionary portfolio management aligned to specific investment objectives, while the adviser maintains full control of client relationships.
We help financial advisers grow their business and assist with prudent investment choices for their clients, growing their wealth over time.
Fund Management where the interests of the financial advisers and their clients come firts.
Multivest is an independently owned financial services business, offering specialist investment management and asset consulting to financial advisers.