12 FOR ADVISORS

FOCUS ON YOUR CLIENTS

"Spend more time on your client relationships"

END THE PRESSURE ON ADVISOR FEES

"Reduce your clients total fee without impacting your own"

 
 
 
 

BENEFITS OF OUR WRAP SOLUTIONS

  • Diversified range of unit trust funds in a single managed solution.
  • Transparency with regards to the underlying fund managers and all fees
  • Mitigation of single manager risk.
  • Managed by investment specialists.
  • Solutions based on a range of goals, risk tolerances and time horizons.

BENEFITS TO IFA’S

  • Available on a wide range of the largest Linked Investment Service Provider platforms in South Africa.
  • One relationship and one point of contact.
  • I2 does not offer financial advice.
  • All direct investor enquiries are referred to partner advisors
  • Consolidated reporting in respect of all I2 solutions available on all approved LISP platforms.
  • Access to tax reports, CGT statements and transaction reports.