The company is authorised as a Category I Financial Services Provider and is suitable for financial advisory, brokerage, investment intermediary, wealth management, securities, derivatives, and investment product distribution activities
Key Highlights
Licence Type Authorised Financial Service Provider
Category Category I
Company type Private company
Authorisation date March 2026
No previous business history
Active bank account with a local South African bank
Broad product permissions approved
Suitable for brokerage, investment advisory, wealth management, pension products, securities and derivatives-related business models
Approved Product Categories Include
Shares
Derivative instruments
Participatory interests in collective investment schemes
Long-term deposits
Short-term deposits
Pension fund benefits
Retail pension benefit
Long-term insurance subcategories A, B1, B2, B2-A, B1-A C
ID: 20260347
by
