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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 service (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 service, please contact intermediary support to find out more.

Downloads

Find our literature and fact sheets here.

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 application form

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

Trust application form for personal trustees – introduced clients
Trust application form for corporate trustees – introduced clients
Trust transfer application form
QNUPS application form

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
QNUPS fee structure
RNUPS fee structure

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

support@nedbankprivatewealth.com

Access our latest insights

Investing

Weekly investment update

1 Dec

   |   5 mins

James Robertson explains how markets have fared in the month-to-date, posting returns no one predicted at the start of November, as value stocks again outperformed their growth peers.

Learn more
Learn more
Money management

Lombard loans: your questions answered

1 Dec

   |   7 mins

Lombard loans are an option few individuals take up, and yet they typically offer an opportunity for people to borrow that can be much easier and cheaper to set- up, risks notwithstanding. Colin Campbell explains.

Learn more
Learn more
Investing

13 January investment webinar: 2021 outlook

27 Nov

   |   30 mins

David McFadzean will be joined by Andrew Yeadon to talk through key scenarios for 2021, financial markets, the risks facing investors, and what that means for portfolios.

Learn more
Learn more
Investing

How vaccines are reshaping portfolios

27 Nov

   |   8½ mins

As the news of vaccine developments unfolded, we made changes to our clients' managed investment portfolios to position them for market movements over the coming months, as Rebecca Cretney explains.

Learn more
Learn more
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Resources

Connect

client.services@nedbankprivatewealth.com

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Copyright Nedbank Limited 2020.

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IMPORTANT

Beware of scams using Nedbank Private Wealth’s name.

 

Have you received an email or SMS claiming to be from Nedbank Private Wealth, inviting you to open an account?

 

Don’t be tricked – Nedbank Private Wealth never contacts members of the public directly, and will never use email or text messages to ask you for your bank details or sensitive personal information.

 

We are aware of scams using our name and those of our staff. These are usually intended to convince you to send money to the scammers, who use our name because it sounds legitimate.

 

If you are in any doubt about whether an email or SMS in our name is legitimate, please speak to your private banker, or call the telephone numbers on the “Contact us” page.

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 uses cookies to improve your experience on our website. We recently updated our privacy policy and our cookies policy to ensure you understand how we protect your personal information. Please note that in order to stop cookies being downloaded, you will need to change your browser settings, which we explain in our cookies policy.

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