The Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services Act (FAIS) requires that every Financial Services Provider (FSP) be registered with the FSCA before they may legally conduct business.

 

SBRO Fund Managers is the proud owner of a Category II licence as conferred by the Financial Services Board. Accordingly, we can invest and manage the client’s voluntary and compulsory funds with regards the composition and the underlying unit trust funds. SBRO Fund Managers can therefore be appointed as investment manager with full confidence that a specific investment will be managed in correlation with the client’s preference, needs and circumstances.

 

A Category II license is a much sought after licence in the industry which is only obtained through compliance with rigorous requirements regarding knowledge, experience, skill and personal integrity. This corroborates the values that underline our directors’ work ethics. We want to ensure clients that their best interests are our prime focus at all times and we will always act responsibly and loyal to them.

 

SBRO Fund Managers’ administration is handled by Boutique Collective Investments (RF) (Pty) Ltd (“BCI”). BCI is a leading independent administrative and collective investment services provider in South Africa. BCI’s core business is to support boutique partners such as SBRO Fund Managers in growing their assets under management by providing high quality products, administration and distribution services.

 

The following investments can be made: