WORKING WITH SOUTH AFRICAN FINANCIAL ADVISERS

For over 15 years we have been working with South African Financial Advisers and their clients to offer them award winning Offshore International Investment Portfolios.

Why TAM is the right solution for your clients?

Introduction

An award-winning discretionary managed portfolio service

TAM's portfolio service provides detailed, client specific investment proposals that includes allocation changes, costs, investment process, individual holding descriptions and a great deal more.

Accessibility

Whether Client funds are to be remitted from South Africa or already externalised, we have agreements in place with all the major Foreign Exchange providers, tax clearance providers, international Trust and Life Assurance companies to ensure our portfolios are as accessible as possible.

Peace of Mind

TAM Asset Management International is an authorised Financial Services Provider regulated by the South African Financial Services Board and regulated by the Financial Services Commission of Mauritius.

Win new business

When working with TAM you're free to focus on business development and growth, rather than becoming tied up in daily portfolio management and administration.

Full transparency

Provide your clients with real-time access to their portfolio valuation 24 hours a day, 7 days a week allowing them to understanding why each and every investment has been made.

Investment Reports whenever you need them

We offer an available-any-time reporting function.  Within Seconds you can receive an electronically delivered full investment review.

A white labelled actively managed portfolio service

You can offer your clients a complete discretionary investment management service with all reports, correspondence and web-site access branded with your own corporate identity. This ensures that your clients remain your clients.

Whether your Clients require traditional offshore model portfolios or portfolios with a more thematic approach, we have a solution:

Actively Managed Multi-Asset Portfolios

7 risk profiles, Over 12 year track record
Income and currency options (£, $, €)
$7,500 minimum investment

Sustainable World Model Portfolios

5 risk profiles, Over 6 year track record
Currency options (£, $, €)
$ 7,500 minimum investment

Sharia Compliant Investments

5 risk profiles, Over 4 year track record
Currency options (£, $, €)
$ 7,500 minimum investment

Contact us today or complete the form below and we will be happy to answer any questions you may have by email: info@tamint.com or by telephone: 00 230 454 6400.


 

Our South African partners appreciate the
comfort of a globally recognised company
that is present right on their doorstep.

Phillip Hadley CEO