Frequently Asked
Questions
Every question deserves careful attention, and we respond with the same focus and commitment that drives our mission—ensuring clarity, trust, and long-term progress.
What distinguishes Independent Securities from other brokers?
At Independent Securities, we prioritise excellent personal client service. Clients have direct contact with their portfolio manager or an admin assistant instead of navigating through call centers, ensuring personalised and immediate responses to inquiries and investment decisions.
How does Independent Securities ensure the safety and security of my investments?
We hold three JSE equity licenses: Trading Services, Investment Services, and Custody Services. Holding these licenses means that we adhere to rigorous compliance standards. As a Custody Services provider, client securities and funds are entirely segregated from company assets, further protected by the JSE guarantee fund, and covered by both fidelity and professional indemnity insurance. We are also a licensed Category II/IIA Financial Services Provider with FSP number 29612. Our in-house compliance function and consistent clean audits from the JSE enhance the security and integrity of your investments
What investment management services does Independent Securities offer?
We manage a diverse range of assets, focusing on creating tailored investment strategies that align with individual client goals. This includes continuous monitoring and adjusting of portfolios to optimize performance under varying market conditions.
Can Independent Securities handle complex investment portfolios and strategies?
Yes, our services encompass wealth and financial planning, investment management, stockbroking, collective investment schemes, and cash management. We also offer bespoke in-house forex services, trading at institutional spot rates far more favorable than typical bank spreads.
What types of investment products does Independent Securities provide?
Our product offerings include retirement annuities, pension and provident funds, living annuities, local and offshore endowments, bespoke share portfolios, qualified investor hedge funds, and tax-free savings accounts. We tailor these products to meet the specific financial needs and goals of our clients.
How does Independent Securities products cater to different investor needs?
We offer a wide range of investment products to suit various financial goals, whether for immediate income, long-term growth, tax efficiency, or estate planning. Each product is supported by a robust underlying share portfolio to ensure comprehensive investment solutions.
What fee structure can I expect at Independent Securities?
Our management fees are competitive and transparent and are levied based on the size of your investment, with no upfront or performance fees. We charge low monthly administration fees, focusing on maximizing your investment returns without burdening your investments with excessive costs.
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