Ten reasons for you
Ten key reasons for clients to consider Dinamika BCI managed funds.
Managed investment options
Dinamika’s funds are acitively managed and positions are continuously adjusted to utilise investment opportunities as well as to reduce risk.
Protection against most events
Dinamika follows a top-down investment philosophy to minimise the risk to the client.
Continuously adjusted information regarding the strategic and tactical asset allocation and underlying fund managers are provided to and discussed with financial advisors for distribution to their clients.
Support services to participating financial advisors
Dinamika provides the financial advisor and client with market research on Dinamika’s managed funds.
Dinamika will only manage and recommend investment products regulated by the Financial Services Board (FSB).
Contact with Dinamika Fund Managers
Participating financial advisors can contact Dinamika’s Fund Management’s portfolio managers. The Dinamika Fund Management team’s priority is to support the participating advisor and assist him in finding a solution for his client.
There are no additional costs to the participating financial advisor choosing to integrate into the Dinamika network. Dinamika’s revenue is subject to the assets in the Dinamika funds.
Clients’ risk profile
According to the FSB, fund choices must always be in line with the prospective investor’s risk profile and investment objectives. The Dinamika BCI managed funds currently offer investment options for clients with a conservative as well as those with an aggressive risk profile. A balanced fund will eventualy be available.
Financial advisor is better informed
Dinamika Fund Managers, FM research and information distribution allow participating financial advisors to make informed recommendations to clients and to continuously monitor investment performance.
Easy investment process
Easy investment process (continued)
6 Easy steps to invest:
- Source of funds
FICA- + FAIS- compliance documentation.
- Investment platform options
Glacier from Sanlam
ABSA Investment Management Services (AIMS)
- Investment options + Funds
Conservative: Dinamika BCI Conservative Funds of Funds (Min. Lump sum: R10 000 of Maandeliks: R500).
Aggressive: Dinamika BCI Worldwide Flexible Fund (Min. Lump sum: R10 000 of Maandeliks: R500).
Other funds that Dinamika has done due diligence on.
- Transfer of funds
Direct transfer to investment platform.
No monies are invested directly with Dinamika or the financial advisor.
- Issuing of investment contracts
Financial advisor received investment contracts:
– Confirmed as correct.
– Deliver to client.
- Continuous interaction
Financial advisor receives regular reports on the Dinamika fund performance for distribution to customers.
Financial advisor and his / her clients can attend Dinamika presentations.
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** We apologise for certain fields which are in Afrikaans on the English page, it is caused by circumstances out of our control