Are you ready for personalized, innovative investing?

CAVEAT Hedge Portfolio MGMT PTY LTD is a strategic Advisory firm based in Minerton, Cape Town, South Africa. We specialise in structuring investment portfolios that serve your needs now and grow with you as your needs change. From savings and strategic market investments through to specialist M&A and structured PE portfolio management, CAVEAT works to maximize your gains and minimize your risk.

Caveat Alternative Investments is a distributor of Financial Products for I-transact, Fedgroup and Sanlam.

•I- transact offers 40 Exchange Traded Funds (EFTs) across cash, fixed income, Property, Local and International equity

•Fedgroup offers two FIXED INCOME Investments, each gives you the certainty of returns regardless of a shifting market.

•Sanlam Glacier offers Unit trust | Mutual fund Tax-Free Savings Accounts (TFSA) , Investments with CAPITAL GUARANTEES, Investments with fixed terms, offshore investments and stockbroking services

Sanlam also offers solutions for business insurance needs.

SOLUTIONS

• Contingent Liability

A contingent Liability Insurance Plan is taken out by the business on the life side of the business owner who signed surety for overdrafts in the name of the business

• Key Person

Provides the business with much needed funds while a replacement key person is found and vested.

• Credit Loan Account

Credit Loan Account by director/shareholder of a SME can be covered by an insurance policy that includes death and disability.

• Debit Loan Account

Debit Loan Account by director/shareholder of a SME can be covered by an insurance policy that includes death and disability.

• Buy and Sell Agreement

A Buy and Sell structure insure a smooth exit by a co-owner in the event of death

• Replacement of Income at Death

Replacing the business owner’s income with a lump sum benefit on death will minimise the financial impact for the family

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Caveat® Hedge Portfolio MGMT (PTY) LTD Registered at the Financial Sector Conduct Authority
An Authorised Financial Services Provider. FSP: 24777