Ikhtisar:Independent Securities is a JSE member that specializes in full discretionary portfolio and asset management across various mandates. With 3 offices in Johannesburg, Pretoria, and Stellenbosch. The size of assets under management is 68% local, 15% global, 10% retirement, and 7% unit trust.
Independent SecuritiesReview Summary | |
Founded | 1998-08-31 |
Registered Country/Region | South Africa |
Regulation | Unregulated |
Services | Local Portfolio Management/Global Portfolio Management/Retirement/Unit Trust/Cash/Stock Brokerage. |
Customer Support | Phone: 011 489 5400/012 362 2772/021 882 8680 |
Email: jhb@isec.co.za/pta@isec.co.za/bos@isec.co.za | |
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Independent Securities is a JSE member that specializes in full discretionary portfolio and asset management across various mandates. With 3 offices in Johannesburg, Pretoria, and Stellenbosch. The size of assets under management is 68% local, 15% global, 10% retirement, and 7% unit trust.
Independent Securities is not regulated, making it less safe than regulated brokers.
Users can choose from various services such as local portfolio management, global portfolio management, retirement, unit trust, cash, and stock brokerage.
Local Portfolio Management: Selected JSE-listed stocks and local portfolio management services in the Momentum Endowment Fund.
Global Portfolio Management: Select globally listed stocks and provide global portfolio management services through Momentum endowment funds and asset swap services for trusts, companies, and individuals.
Retirement: Manage retirement annuities, survival annuities, provident funds, and pension funds in individual stock portfolios managed by Momentum. Also, manage corporate pensions and provident funds and provide employee benefits services.
Stock Brokerage: Provide an advisory and execution-only service.