INVESTMENTS We offer an ample range of local and offshore Investment products. These can be tailored to your specific needs depending on factors such as tax efficiency, liquidity, income and investment growth expectations.
Policies & Procedures
An Authorised Financial Services Provider FSP 17634
A D V I S O R Y & F I N A N C I A L P L A N N I N G S E R V I C E S
LONG-TERM RISK PRODUCTS Long-term risk products include things such as life cover, disability and severe illness benefits. We hold contracts with all major assurers as well as some of the smaller ones enabling us to compare rates and benefit options for you.
SHORT-TERM RISK PRODUCTS We have experienced advisors on both Personal and Commercial lines. Their knowledge ensures that you have the correct type and level of cover and that your excesses are well managed. Your cover is regularly reviewed and maintained.
IBG Sureinvest cc has contractual relationships with the following companies: Old Mutual (Local, offshore and corporate), Liberty Life, Stanlib, Discovery Life & Invest, Regent Life, Resolution Life, Sanlam, Glacier, Momentum Life and Wealth, Marriott, AIMS, Allan Gray, Altrisk, FMI, Clientele Life.