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FUNDHOUSEADVISER.CO.ZA

Fundhouse | Research & Ratings, Investment Advisory, Adviser Services

Fundhouse is an independent owner-managed business providing fund research and ratings to financial advisers and institutions

http://fundhouseadviser.co.za/

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Fundhouse | Research & Ratings, Investment Advisory, Adviser Services | fundhouseadviser.co.za Reviews

https://fundhouseadviser.co.za

Fundhouse is an independent owner-managed business providing fund research and ratings to financial advisers and institutions

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fundhouseadviser.co.za fundhouseadviser.co.za
1

Fundhouse | About the Team

http://www.fundhouseadviser.co.za/about

Fundhouse is a leading investment adviser specialising in fund research, ratings and portfolio construction services. We help clients manage investments on behalf of the end investor. Bachelor of Business Science (Actuarial) , Fellow of the Institute of Actuaries. Ian is a qualified actuary and brings with him a wealth of financial services experience, most recently as an executive of an asset manager. He also has international experience, having spent five years in Australia. He started in the i...Peter...

2

Fundhouse Adviser

http://www.fundhouseadviser.co.za/faq

I have just registered and I am unable to sign in. Programme members who register prior to 1 March 2015 will not yet have active accounts as membership only begins from this date. Should you wish to gain access prior to this date then please contact us on teh details below. For Full Access Online Members, the account will be activated once we have received your signed Debit Order schedule. This may take up to 24 hours. Please contact us on 27 21 488 3420 or support@fundhouse.co.za. Or 27 21 488 3420.

3

Fundhouse | Manager Research, Investment Advisory, Adviser Services

http://www.fundhouseadviser.co.za/services

Fundhouse Adviser offers a focused set of services designed to help financial advisers build successful, sustainable practices. Underpinning each service is the industry expertise and experience of our full Fundhouse team. Fundhouse Adviser Practice Development Programme. Our next Adviser Programme begins in May 2016. Download the registration form below to register. You can always upgrade later. R500 (ex vat) per month. Manager Research - Fund Rating Report. Manager Research - Fund Rating Note. Use this...

4

Fundhouse Adviser | Become a member

http://www.fundhouseadviser.co.za/conflict-of-interest

Conflict of Interest Management Policy. In terms of Section 3A(2)(a) of the General Code of Conduct "every provider, other than a representative, must adopt, maintain and implement a conflict of interest management policy that complies with the provisions of the Act. This policy will be reviewed annually. Means any situation in which a provider or a representative has an actual or potential interest that may, in rendering a financial service to a client:. Including but not limited to -. A) any equity or ...

5

Fundhouse Adviser | Access your account details and resources

http://www.fundhouseadviser.co.za/account

Sign in and Access your Resources. Or forgotten your details? Please enter your email address you registered with. Below and we will send your details to you. Please contact our support team. CLICK HERE FOR SERVICES. 27 21 488 3420. Your message has been sent. Your message could not be sent. Fundhouse Investment Advisors (Pty) Ltd is an authorised financial services provider, FSP 43960.

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Fundhouse | Research & Ratings, Investment Advisory, Adviser Services

Welcome to Fundhouse Adviser. We offer a range of independent services designed for financial advisers and their practices. At the core is a team of experienced investment industry professionals who collectively provide financial advisers with full practice support; from business and investments through to fund research and industry regulation. We look to help build industry leading practices with like-minded advisers. Find more details on our full range of services here. WE ARE A TEAM OF INVESTMENT.

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