SA Bullion Partnership Brochure

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FOR FINANCIAL PROFESSIONALS PARTNERSHIP

Transcript of SA Bullion Partnership Brochure

Page 1: SA Bullion Partnership Brochure

FORFINANCIALPROFESSIONALS

PARTNERSHIP

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SA Bullion is the only regulated financial firm in South Africa that offers a gold bullion investment service outside the banking system, to everyone.

At SA Bullion we believe in collaboration. Our products provide financial professionals with the tools to empower their clients’ financial choices.

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These solutions apply to both the BullionGold Facility and BarakaGold Facility. For more information on our products visit: www.sabullion.co.za or call our support team: +27 (0) 21 447 3240

Benefits for your clients Benefits for you

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Our offering

Our savings product option has been designed to help your clients reach their savings goals quicker by automatically converting their cash into gold, the surest currency on earth.

SA Bullion’s success over the past 10 years can largely be attributed to the relationships we hold with our financial advisors and intermediaries worldwide. As Africa’s first investment manager in gold bullion, we are proud of our distribution agreements with IFAs and intermediaries, without which we would not be here today. To this extent, we consistently work to evolve our business model and products to support you.

BECOME A PARTNER

Introduce clients to directlyowned physical gold.

Unlock clients’ access to assets held outside the banking system.

Provide your clients with an innovative portfolio diversifier and Rand-hedge.

A complete solution for physicalgold ownership.

Intermediate business into physical gold and help your clients to achieve physical gold ownership.

Derive a fee income for assets held under management with SA Bullion.

Underpin your investment book with a strong Rand-hedge, thereby aligning your business interests with those of your clients.

Engage with one of the most innovative financial products in gold investments.

Our investment product option has been designed to enhance your clients’ financial portfolios by enabling a portion of their portfolio to be allocated to gold, outside of the banking system.

SMART SAVING / FACILITY FOR SAVING

BEDROCK INVESTMENT / FACILITY FOR INVESTMENT

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Your Initial EarningThe Initial Fee is levied on the amount invested, in respect of your advice and intermediation. This fee is negotiated between you and your client. Initial fees are settled weekly.

Fee structure

For investment amounts over R 5 million, please enquire about our performance based fee structure.

Your Ongoing IncomeYour client pays an ongoing, fixed fee of 2% p.a to SA Bullion. SA Bullion distributes 25% of fees earned to you, as our business partner. This amount is billed monthly in arrears via debit order. Ongoing fees are settled monthly.

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Become a member of the SA Bullion Family

Some value added benefits which make business smoother:

Visit partner.sabullion.co.za and register to become a distribution partner. Once completed, theSA Bullion partner team will contact you to provide further information and assistance.

Alternatively, call our support team on +27 (0) 21 447 3240.

INTERGRATED MARKETING SUPPORT

ONLINE PORTAL / PORTFOLIO MANAGEMENT

DASHBOARD

QUARTERLY REPORTS AND THOUGHT LEADERSHIP

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www.sabullion.co.za

SA Bullion Unit 3, The Old Castle Brewery6 Beach Road, Woodstock, Cape Town 7925, RSAT +27 21 447 3240F +27 86 504 [email protected]

The BullionGold and BarakaGold Facilities are proudly brought to you by SA Bullion, licensed financial services providers, with SA Bullion Management (Pty) Ltd holding FSP license no. 21984, and SA Bullion Investor Services (Pty) Ltd holding license no. 45151