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Digital Download: South African Platform Survey

R 1 148.85 (VAT inclusive)*

The survey, available as a high res PDF download, covers a diverse range of industry insights, including;

  1. Corporate information – Description of the business, culture, key persons, BEE score and shareholding, financial soundness, unresolved litigation, insurance cover and auditors, asset base, growth and source of new business by intermediary channel.

  2. Product details – Product range and new products launched, jurisdiction of products and tax wrappers.

  3. Pricing – Retail pricing client tables, quotations and disclosure of all fees, options for differing advisers/adviser groups.

  4. Funds – Number of funds on platform and “buy lists”, ration of assets between CIS funds, listed securities and structured notes, products, the process of adding new funds, model portfolio administration and costs, performance reporting and monitoring.

  5. Service – New business investment turnaround times, online tools (new business, switching, rebalancing), service models for advisers and clients, internal self-assessment of service and employee incentive models, industry awards.

  6. Adviser support – List of available tools and calculators, report types and customization (adviser and client), training and technical support.

  7. Technology – Platform ownership and systems, future fit (API interfaces, digital signatures, 24/7 access, Mobi), data security, technology roadmap.

* By clicking "Buy Now" you are agreeing to the following terms and conditions;

In downloading this document, I certify that I am doing so in my capacity as a financial adviser and that this document is for my own personal use only. I am not permitted to share this document  in any way whatsoever with any other person without the express permission of The Collaborative Exchange. The South African DFM Survey is the proprietary property of The Collaborative Exchange (Pty) Ltd and all source information, databases and graphics contained in the document and trademarks, logos contained therein are owned or controlled by us and are protected by copyrights and trademark laws and various other intellectual property rights and unfair competition laws of South Africa, foreign jurisdictions and international conventions.