Bekker Investments

ONSHORE

LISP PLATFORM WITH UNIT TRUSTS

  • Flexible
  • Large choice of funds
  • Tax friendly
  • Risk rated by Mandate
  • Cost effective
  • Internet access

DIRECT UNIT TRUST

  • Choice of Platform
  • Tax friendly
  • Risk Rated
  • Large choice of funds
  • Internet access
  • Liquidity

SHARE PORTFOLIO WITH OLD  MUTUAL PRIVATE CLIENT SECURITIES

  • Bespoke Personal Portfolio
  • Tax friendly
  • Flexible
  • Appointed Broker
  • Risk rated by Mandate
  • Cost effective
  • Internet access
  • Liquidity

OLD MUTUAL TREASURY ADVISORY SERVICES

  • Cash, Call and Fixed Deposits
  • Flexible
  • No Risk
  • Internet access
  • Liquidity

PRIVATE EQUITY

  • Fixed Term – 5 to 10 years
  • High Risk
  • High Returns
  • Not Flexible / Liquid
  • Internet access

SKYBOUND CAPITAL SA PRISM

  • Guaranteed Growth
  • Low Risk
  • Quarterly withdrawals
  • Tax friendly
  • Ideal for Retirement Funds
  • Internet access