Financial planning

Grant Thornton Capital is a diversified financial services company specialising in the areas of retirement fund administration and consulting, private client wealth management, investment management and unit trust management.

Grant Thornton Capital’s vision is to be recognised as a benchmark of best practice and innovative thinking in the financial services and employee benefits industry by ensuring that the interests of all clients and their members are protected and placed at the core of all decisions, business practices and company culture and ethics.

Our main areas of business include:

• retirement fund administration and consulting
• private client wealth management
• investment management
• unit trust management

Grant Thornton Capital holds the following licenses and accreditations:

• Registered Retirement Fund Benefit Administrator and Investment Manager (Registration number 24/314)
• Licensed and registered as a collective investment schemes manager managing the Grant Thornton Capital Unit Trusts
• Discretionary Financial Services Provider (FSP number 731)in terms of FAIS
• Category II license approved to provide advice and intermediary services in respect of the following products:
  • Long-term insurance: Category A, B and C
  • pension fund benefits
  • securities and instruments
  • shares in a company, market instruments
  • debentures and securities debt
  • warrants
  • certificates and other instruments acknowledging
  • conferring or creating rights to subscribe to, acquire, dispose of, or convert securities, bonds, derivative instruments
  • deposits as defined in the Banks Act
  • participatory interest in one or more collective investment scheme
  • foreign currency denominated investments instrument, including a foreign currency deposit