NATIONAL WEALTH MANAGER DISTRIBUTION NETWORK

MeTTa Capital has built the most sophisticated product offering that is perfectly suited to large scale national wealth networks. What’s more is that we look to assist in its rollout, through national roadshows, assisting your wealth managers in presenting the offering to their clients. Following their client’s investment, our Section 12J solution can provide a post investment reporting and monitoring service that will enhance the client’s investment experience throughout their investment term.

A SOLUTION THAT IS IDEAL FOR THE HEAD OF PRODUCT ADVICE AND COMPLIANCE

The heads of Product Advice/Solutions and Compliance are at the helm when it comes to sourcing new product solutions for wealth manager’s and their clients. Our offering is built to provide these key role players with a single due diligence access point, to gain the necessary comfort around:

Initial and ongoing compliance mechanisms specific to the Section 12J industry.
Calibre and track record of the service level offering MeTTa Capital provides.
The independent and thorough processes in the composition and weighting of the portfolio offering that wealth manager’s will be providing to their clients.

ABILITY TO LEVERAGE METTA CAPITAL’S THOROUGH DUE DILIGENCE PROCESSES AROUND THE SECTION 12J INDUSTRY

MeTTa Capital provides product solution teams with a single access point of due diligence into the Section 12J industry. To have a point of contact with an industry wide knowledge of the market is crucial when product approval teams are tasked with sourcing information from an asset class with limited data collection points.

A WEIGHTED PORTFOLIO OF SECTION 12J INVESTMENTS IN ONE PLACE

Our investment processes yield a weighted portfolio of market-leading Section 12J investment strategies. This guarantees that your wealth manager’s clients have a simplified and diversified entry into Section 12J investing. With an all-encompassing offering satisfying the crucial rule of diversification, wealth manager’s will have the confidence to introduce their clients to the most powerful tax efficient investment incentive that is Section 12J.

OUR REPORTING FUNCTION WORKS FOR YOUR WEALTH MANAGERS AND THEIR CLIENTS

We know investing is all about transparency and trust and that is why MeTTa Capital provides a market-leading reporting service to your Wealth Managers and their clients. By leveraging this service offering, your Wealth Managers will be able to:

Report accurately the performance of their client’s investment.
Have peace of mind that an experienced Board is monitoring compliance specific to Section 12J legislation.
Have more time to continue building and servicing your client base.

AFFORDABLE

DIVERSIFICATION

Investors for R500k can subscribe for shares within multiple Section 12J VCCs and bypass these funds own minimum investment limits, which can range from R200k to R500k per fund.

NO ADDITIONAL

FEES

Investors are not charged any additional fees by MeTTa Capital and are only subject to the fees charged on their investment within the underlying 12J companies in the portfolio.

SINGLE POINT

OF INQUIRY

MeTTa Capital collects and distributes all share and tax certificates as well as fields all investment related inquiries from the investor and/or their wealth manager.

MONITORING & REPORTING

SERVICE

Each Investor and/or their Wealth manager with their own personalised quarterly investment statement and newsletter through our reporting and distribution partner, Prescient Fund Services.

Walk through our processes and see for yourself.

Who selects and monitors my client’s investment?

Meet the team that has made this all possible.

Experience what our approved distributors experience?

Experience firsthand our partnership in action.