FIRSTGLOBAL was formed in 2001 with a view to provide a relationship based comprehensive financial planning and investment management solution to clients.
The company has 11 investment professionals with Category II licences, operating out of 9 offices across South Africa. During 2005 FIRSTGLOBAL Asset Management was formed and now manages a number of registered multi-manager portfolios exclusively for FIRSTGLOBAL clients. We focus on private clients who are retired or approaching retirement.
The principal members of FIRSTGLOBAL are all professionally qualified to render Investment consulting and Management services of the highest standard.
The FIRSTGLOBAL proposition to South African financial advisers
1. FSP`s who are not licensed or not sufficiently experienced in handling large investments, can approach a FIRSTGLOBAL investment advisor to:
Determine the financial needs and risk profile of the client
Provide an income and return simulation
Construct a portfolio and presentation for discussion
Obtain client approval
Complete the total administration process
Place the investment
Provide ongoing reporting to the referring FSP and the client
Allow the referring FSP to earn a referral commission of 40% of total commission for the life of the investment
Undertake to have no dealings with the client other than through the referring FSP.
2. FSP`s who are licensed and wish to make use of the FIRSTGLOBAL building blocks, the multi-manager portfolios, can enter into an arrangement with FIRSTGLOBAL to use these investment vehicles for their clients. FIRSTGLOBAL will:
Benefits to client
A robust investment process
Risk adjusted returns
Ongoing investment management
Sound administration and regular reporting on performance
