Please click below for notes on the BCI Conference 2019 Local notes.
FIN 24 - 3 Insurance questions to ask if you are using Dagga.
Please click below to see how the use of Dagga is viewed in the insurance underwriting process.
Synergy Multi Managers - June 2019 Economic and Market overview
Please click button below for more information on the Economic and Market overview for June 2019.
Momentum Wealth International - Frequently asked questions
Please click below to access the FAQ’s for Momentum Wealth International.
Momentum Offshore Leverage
Please click below to note the Momentum Legal and Technical update - Sept 2018.
Non-disclosure in Life Cover Applications
Please click below for an article from the Sunday Times - Business Times 6th May 2019 on how non-disclosure in life cover applications is increasing, the implications of non-disclosure and how to avoid this.
Synergy Multi Managers - May 2019 Market Overview
Please click button below to view the May 2019 Newsletter and Market Overview.
Synergy Multi Managers - Market Overview for Q1 2019
Please click button below to view the SMM Market Overview for Q1 2019.
Harry Joffe - The benefits of an offshore endowment policy.
Please click below to see the benefits of an offshore endowment policy.
The Market Performance for April 2019
Please click button below to view the Market Performances for April 2019.
Analytics Consulting - Market Overview for April 2019
Please click button below for the Analytics Consulting Market Overview for April 2019.
Clientele Estate Preservation Plan
Please click below to find our Introduction to the Clientele Estate Preservation Plan - A plan specifically designed to provide a Will as well as Cash, to fund expenses in the Winding up of your Estate.
Synergy Multi-Managers Economic and Market overview - April 2019
Please click below to view the Synergy Multi-Managers Economic and Market Overview for April 2019
Stanlib Weekly Performance Update 14 March 2019
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Stanlib Economic Update
Please click below to view the Stanlib Economic Update by Kevin Lings - Chief Economist for Stanlib
Budget 2019 Tax Guide
Please click below to see the 2019 Tax Guide.
Analytics Consulting - Synergy Multi-Managers Economic and Market Overview - March 2019
Please click below to view the Synergy Multi-Managers Global and Local Economic and Market overview for March 2019.
Analytics Consulting - Market Performances 2019
Please click below for the Market Performances to date for 2019.
Analytics Consulting - Feb 2019 Market Overview
Please click below to see the February 2019 Market Overview.
Momentum Investments Local Core Portfolio.
Please click below to see the Local Core Portfolio performance as at 31 January 2019.