Global Solutions

What We Offer

Global Solutions

We provide access to a number of registered and approved product solutions and also affords clients the opportunity to create customised / tailored financial solutions for their businesses and clients.

Our assets under administration is R67.5 billion AUM, spread over more than 180 CIS portfolios.

Prime Investments

CIS Portfolios (Unit Trusts)

We are an independent Collective Investments Scheme service provider in South Africa for both CIS in Securities and Hedge Portfolios.

As an independent Collective Investment Schemes (CIS) manager, we provide own-brand and co-branded CIS portfolios to wealth managers and asset managers.

Prime Investments

Investment Products

We are an independent Linked Investment Service Provider (LISP). Our solution offers clients and investors access to several unit trust funds in the industry.

This is facilitated through the following branded product solutions:

Prime Investments

Investment Administration

We offer niche administration services for Unit Trust, Retirement, Life and LISP products. We work with the best business process operators and systems in the world.

This is facilitated through the following product solutions:

Cash flow movements on portfolios
Unit prices are calculated on frequency required (daily/monthly)
Portfolio reconciliation
Investment administration reporting
Regulatory reporting (where applicable)
Governance

Prime Investments

Offshore Solutions

We are integrated with independent Partners that provide Collective Investments Scheme Portfolio (securities and hedge) services in various offshore jurisdictions.

As an independent Collective Investment Schemes (CIS) manager, our partners provide own-brand and co-branded CIS portfolios to wealth managers and asset managers.

What We Offer

Offshore Solutions

We are integrated with independent Partners that provide Collective Investments Scheme Portfolio (securities and hedge) services in various offshore jurisdictions.

As an independent Collective Investment Schemes (CIS) manager, they provide own-brand and co-branded CIS portfolios to wealth managers and asset managers.

Prime Investments

Treasury Services

Prime Financial Markets is a registered Financial Services Provider that provides financial market advice and intermediary services in the treasury or financial market space. With over 50 years of combined financial markets experience, we are perfectly set up to support our customers on their financial market exposure.

Prime Investments

Asset Management Enablement Solutions

We are integrated with various independent Partners that provide bespoke Asset Management solutions to the industry.

Prime Investments

Payroll Services

We offer comprehensive payroll services to various businesses.

Payroll processing – monthly
Detailed computerised secure payslips
Management of total payroll administration
General Payroll Audits
Calculation and payment of U.I.F., PAYE, SDL, Pensions and Provident Fund payments and returns
Submission of U.I.F. disc.
Financial year-end and tax returns
Balancing of Employee tax and processing of IRP5 and IT3a certificates
Submissions of monthly, bi-annual & Annual return to e-Filing
Tax reconciliations
Management and auditing of annual leave and sick leave
Auditing of employees’ files on site to ensure correct documentation
Leave management