Ten reasons for you

Ten reasons

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.

Fund information

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.

Regulated products

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.

Costs

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:

  1. Source of funds
    FICA- + FAIS- compliance documentation.
    Risk profile
  2. Investment platform options
    Investec
    Glacier from Sanlam
    ABSA Investment Management Services (AIMS)
    Momentum
  3. 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.
  4. Transfer of funds
    Direct transfer to investment platform.
    No monies are invested directly with Dinamika or the financial advisor.
  5. Issuing of investment contracts
    Financial advisor received investment contracts:
    – Confirmed as correct.
    – Deliver to client.
  6. 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.

Newsflash

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Finansiële gewoontes wat die moeite werd is om aan te leerSukses gebeur selde oornag. Finansiële sukses, spesifiek, neem tyd in kombinasie met 'n stel goeie finansiële gewoontesBly op hoogte van veranderings in die markOngeag of jy ’n natuurlike affiniteit vir finansies het, as belastingbetaler en belegger, maak dit sin om op hoogte te bly van finansiële sake. Baie dikwels neem mense swak finansiële besluite omdat hulle eenvoudig nie geweet het wat hulle nie weet nie. Alhoewel jou onafhanklike adviseur jou op hoogte moet hou van sake wat met jou finansiële posisie verband hou, is dit belangrik om ook verantwoordelikheid te neem vir jou deurlopende finansiële kennis.Vir meer inligting besoek ons webtuiste - www.dinamika.co.za ... See MoreSee Less
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CONTACT US ON: 086 184 66 44 OR 011 749 7300

We are here to help. Contact us telephonically, email or via our social media channels.

** We apologise for certain fields which are in Afrikaans on the English page, it is caused by circumstances out of our control

Dinamika Financial Services (Pty) Ltd is an authorised financial services provider - FSP lic. no. 46494