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International IFA
South Africa
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How we work with IFAs

Understand how we support your relationships with your clients

Working with us

We will always act in your clients’ best interests, offering only transparently priced products and services that match their requirements.

 

We are here to make your life easier and to assist you in meeting your clients’ financial needs.

 

Our primary role is to provide objective guidance and product and service excellence.

Professional online banking services

Our professional online banking services (POBS) provides you with the flexibility to view your clients’ accounts, statements and valuations online. Managing clients’ wealth is made easy with the ability to make payments, internal, domestic and international transfers, as well as execute foreign currency exchange. A comprehensive range of reporting services offers the means to create and export client information as and when required.

If you are not already signed up for our professional online banking services, please contact intermediary support to find out more.

Intermediary support team contacts

Tom Callister or Craig Sinclair

+44 (0)1624 645800

support@nedbankprivatewealth.com

Downloads

Please note that Microsoft Internet Explorer is no longer supported and can, therefore, pose a security risk if you continue to use it. It is recommended that you use an alternative browser such as Microsoft Edge or Google Chrome to download these PDF files, decreasing any potential security risks while browsing.

If you do not see an application form that you need, contact us.

Corporate application form – introduced clients
Focus account application form – introduced clients
Focus account application form – pension scheme
Focus appoint third party adviser company mandate
Professional online banking service – application form
Professional online banking service – terms and conditions
Professional online banking service – user guide

If you do not see an application form that you need, contact us.

New applicants amendments deletion mandate
Authority to disclose to third party service provider form
SRD II decision maker form
Self-certification of entity tax form
W-8BEN-E entity tax form
W-8BEN individual tax form
W-8IMY tax form
W9 tax form

We provide updated factsheets of all our funds every month, which includes the latest performance information as well as a commentary from the fund manager. The performance of each fund is measured against the fund’s defined benchmark, which is described separately in each factsheet. 

Nedgroup Investments: balanced multifund class a
Nedgroup Investments: balanced multifund class c
Nedgroup Investments: growth multifund class a
Nedgroup Investments: growth multifund class c
Nedgroup Investments: income multifund – accumulating class a
Nedgroup Investments: income multifund – accumulating class c
Nedgroup Investments: income multifund – distributing class a
Nedgroup Investments: income multifund – distributing class c

Access our latest insights

Investing

Is environmental transition a new industrial revolution?

31 May

   |   3½ mins

Can sustainable investments offer sound financial returns as well as sound environmental practices in the fight against climate change?

Learn more
Learn more
Investing

The week in review

23 May

   |   4 mins

During the week of 15 May 2023, investor sentiment was buoyed by a more positive tone in the US debt ceiling negotiations. But continued tightness in labour markets prompted more hawkish comments from central banks on their determination to reduce inflation.

Learn more
Learn more
Investing

The week in review

16 May

   |   4 mins

The week of 8 May 2023 was a mixed week for markets. US equities and bonds advanced as investor confidence grew following better than expected inflation data. However, weaker data releases renewed fears of a slowdown and led to a risk-off sentiment.

Learn more
Learn more
Investing

April's investment market commentary

12 May

   |   3 mins

April was a quieter month for markets as attention focused on further rate increases, given stronger economic data and signs of more persistent inflation. Simon Watts explains.

Learn more
Learn more
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Resources

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Copyright Nedbank Limited 2023.

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Important information

This is the Nedbank Private Wealth International website. You can access Nedbank Private Wealth South Africa by clicking on the link or using the toggle in the header.

This website is accessible worldwide. We cannot guarantee that the website or the information contained within it complies with, or is appropriate for use in, all jurisdictions. The purpose of this website is to provide information about Nedbank Private Wealth, our products and services, and how we aim to help our clients. Not all products and services referred to in this website are available in all jurisdictions. The information contained in the website is not intended to, and does not constitute, any offer by us to sell, nor it is intended to be an invitation or solicitation to buy, any product or service, and must not be relied on in connection with any investment or other decision. More information is available in the legal notices section of this website. This message will only be displayed once.

 

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