Linked Investments
access to a wide range of investment products through one company
LISPs (linked investment service provider) offer a service whereby investors can buy unit trusts and other investments offered by different collective investment management companies and switch their investments at reduced initial charges. LISPs may also offer their own offshore, retirement and guaranteed investment products as well as risk profiled managed funds.
Product Providers:
- Glacier by Sanlam
- Momentum Wealth
- Allan Gray
- Stanlib
- Investec
- etc.
LISPs Offers investment products such as:
- Domestic and offshore managed funds
- Retirement funds
- Preservation funds
- Investment funds and life annuities that are linked to collective investments
- Protection options
Benefits of investing through a LISP
- Convenience: access to a wide range of investment products through one company. Instead of communicating with individual management and investment companies, you communicate with one company. The LISP will carry out your investment instructions and regularly send you details of all your underlying investments. You can also access your investment details via the LISP communication centre or by clicking on Secure Services on their websites.
- Cost effective investments: the LISPs has negotiated lower initial fees with collective investment management companies.
- Objective investment advice: the LISPs Advisory Services researches funds and provides market related information.
- Online transactions: you can perform a multitude of functions online via Secure Services, from accessing statements to switching or rebalancing your portfolio.
