INVESTMENTS

Sending and Receiving Money Abroad

​South African taxpayers (Private Individuals and Companies) can invest funds into various asset classes abroad in terms of limits as laid down by the South African Reserve Bank.  

BeztForex can facilitate any outward or inward investment from and into South Africa through our reputable Financial Partners.

Investments – Local and Offshore

Our Partners’ are local and offshore Wealth Management Specialists who offer exceptional investment products.

Each client receives a bespoke investment plan that caters for their financial goals and needs. This is then enhanced by a client centric approach that delivers superb client service. 

 

Estate Planning

All our partner Specialists and Planners are qualified to provide clients with a comprehensive estate plan. It is important to note that estate planning is not simply drafting of a will and or the structuring of an estate plan to limit estate duty. Estate planning involves far more, such as, consulting with our clients on their future needs, risks and goals in order to ensure their requirements and legacy are achieved. All clients are reviewed on a regular basis to ensure that as their needs and goals may change so does their estate plan.

 

High Interest Call Accounts

All our investment clients receive a High Interest Call Account (HICA). This provides them with a secure, flexible and high yielding bank account, with a reputable bank. The HICA ensures that our clients have immediate access to cash while receiving an exceptional return on their monies through our scale and bargaining power with external banking institutions.

 

Wills and Executorship

All our clients are offered a free Will with excellent discounted executorship fees as part of their financial planning requirements.  We make use of a reputable Fiduciary Service provider, as our preferred Wills and Executorship partner. 

 

Portfolio Secured Credit

We also offer ‘Portfolio Secured Credit’ as an alternative to more traditional credit products. Clients can use their investment portfolio as security to obtain a line of credit. 

 

South African Reserve Bank Applications

The Currency and Exchanges Manual for Authorised Dealers (Authorised Dealer Manual) contains the permissions and conditions applicable to transactions in foreign exchange that may be undertaken by Authorised Dealers and/or on behalf of their clients in terms of Exchange Control Regulation.

 

​In this regard we can facilitate any request for permission to receive or pay foreign exchange outside the laid down rules and regulations of the Financial Surveillance (Exchange Control) Division of the South African Reserve Bank.

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Herman Bezuidenhout, Founder & CEO of BeztForex shares his knowledge and experience on Foreign Exchange and Investments.
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