IFA Partnership Program

Crystal Water Investment Management is looking for Independent Financial Advisors (IFA) to join our partnership program in the Western Cape. We are looking for advisors that are hardworking, client centric and have a passion for the investment industry. Their motivation should be to establish a trusting partnership with their client and focus on wealth creation rather than be product driven. We offer a “plug-and-play” solution to IFA’s want to spend more time looking after their clients and less time worrying about the bureaucratic side of the industry.

 

So what are the benefits of joining Crystal Water Investment Management?

  • A well-researched investment philosophy, access to Investment Strategists and research by Sanlam
  • Lead generation through the Graviton and Sanlam networks
  • Use of a financial planning tool
  • Outsourcing of compliance
  • Competitive pricing structure on Lisps and in-house unit trust solution
  • Administration support
  • Business support and  development
  • Simplicity and efficiency

 

The IFA’s own clients are ring-fenced and will always be retained by the IFA.

 

Interested in joining?

So, should you be an IFA interested in joining Crystal Water Investment Management and run your own business under our umbrella, please contact Adrian Fortuin at afortuin@cwim.co.za.

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