DSFin Services equips Financial Advisors with a comprehensive range of Collective Investment Schemes. We manage our own WRAPS through incorporated CIS’s and can create Model Portfolios to suit your practice as well as tailor made solutions.
The private client portfolios are managed on the JSE administration platform in the name of the client, and are insured by the JSE guarantee fund against theft, fraud, mala fide dishonesty and gross negligence.
Our WRAP products strictly invest in approved Collective Investment Schemes (unit trusts) on respected platforms (LISP’s) in the industry.
To ensure transparency, DSFin Services makes use of third party administration services, allowing investors to place their investment funds directly on the applicable FSB approved investment platforms (for example BCI, ABSA Investment Management Services, Investec, Sanlam Glacier, PPS Investments, Old Mutual and Allan Gray).