South African 3rd Party Funds
Sanlam Asset Management (Ireland )offers you the opportunity to offer 3rd party funds to your clients. Together with Sanlam Collective Investment Investments (SCI), SAMI can provide South African Financial Services Providers the opportunity to offer international investment vehicles. While you concentrate on proper investment performance, distribution and marketing of these funds, SAMI will ensure that all UCITS and other international regulation, e.g. money laundering is taken care of. This is done through strategic agreements with one of the largest transfer agencies and fund administrators in the world. These agreements also ensure that you obtain the benefits of the current fee arrangements, and therefore better Total Expense Ratio’s.
Sanlam Collective Investments (SCI) in South Africa is registered with the Financial Services Board as a representative manager in respect of international funds. This means that SCI can register funds that abide by the regulations of the Financial Services Board for solicitation in South Africa.
Sanlam Asset Management (Ireland), an approved UCITS III fund manager can offer the following fund structures, services and advantages for Asset Managers, Intermediaries and other financial services providers in South Africa:
If you are interested in expanding your business outside of South Africa into the EU, we can also offer you the following:
The above can be used to provide, traditional long only equity and bond, equity long/short, Property, Private Equity, Hedge Fund and Fund of Fund solutions.
If you are interested in our 3rd party solution, please email intouch@Sanlam.ie
*UCITS, or Undertakings for Collective Investment in Transferable Securities are a set of European Union directives that aim to allow collective investment schemes to operate freely throughout the EU on the basis of a single authorisation from one member state. UCITS are the minimum requirements, and any member state may impose additional regulatory requirements.