CAPE TOWN FINANCIAL ADVISOR

Mr BRIAN WINTER


MEMBER SINCE	2004
Firm	Bay Willow Investments CC
Suburb	Cape Town
Address	A733 St Martini Gardens, 74 Queen Victoria Street, Cape Town, 8001 See Map
GPS	-18.4291, 33.93506
FSP Licence	6080
Languages	English Afrikaans (in order of proficiency)
Email
Tel	0214184257
Cel	082 449 7687
Qualifications
Post Graduate Diploma in Financial Planning Formerly Institute of Life and Pensions Advisors - ILPA - from UOFS

SERVICES

FOCUS

Investment Planning: Local and Offshore

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

A range of reputable offshore Asset Management Companies and Funds

EXPERIENCE

Have been working in the Financial Services Industry for over 30 years in the Life, Employee Benefits and Investment Sectors.
Qualified to give advice in the areas of Life, Estates, Business Assurance, Investment and Health Care environments.
The firm specialises in the provision of investment opportunities that are appropriate for individuals and businesses - This is achieved through profiling clients correctly to ensure expectations are always met.
All recommendations made are fully compliant, conforming to FAIS and FICA and providing the necessary legislative protections.
Excellent back office research houses are utlised and only A-rated and approved institutions considered, for client comfort and security.

ABOUT FIRM

Bay Willow Investments CC is a FSCA licensed and authorised Financial Services Provider (FSP)

BUSINESS PRACTICES

Minimum Levels of Premium/Investment accepted	Lump Sum: R200000.00 Recurring monthly: R500.00
Remuneration	Fee and Commission
Legal structure of employer	Close Corporation (cc)
Number of staff	2
Indemnity insurance	Insurance: yes Value: R2000000.00

Preferred Mode of Communication