Conflict of Interest

Conflict of Interest Conflict of Interest Management Policy Background Section 3A(2)(a) of the General Code of Conduct stipulates that every provider, other than a representative, must adopt, maintain and implement a conflict of interest management policy that complies with the provisions of the Act. The policy is to provide for mechanisms in place at Edge […]

Estate Planning

Estate Planning Wills |​ Estates | Trusts Wills Any person of 16 years or older who owns assets and is mentally able to understand the results of his/her actions, should have a Will. If a person dies without a Will, it could lead to administration, tax and legal problems and possibly also lead to financial […]

Offshore Investment

Offshore Investment Money Market  |  How will you benefit? profit-money-earn-dollar-growth Offshore Investments We offer access to and assistance with the setting up of Offshore Trusts through our key service level agreements with Sovereign. Sovereign offers specialist trustee services for the private client. They can advise on all aspects of setting up and administering trusts including […]

Local Investment

Local Investment Unit Trusts |​ Endowments Unit Trusts A unit trust is the pooled money of many investors that is invested in the financial markets. Endowments An endowment is an insurance-based investment product. You can either pay a monthly premium or a lump sum both of which are invested in a mix of equities, bonds, […]