Independently compiled wrap fund investment

Diversified range of unit trust funds in a single managed solution.

ABOUT US

Independent Investment Solutions (Pty) Limited (I²) is an independent multi-asset investment solutions provider to Independent Financial Advisors (IFAs) as well as certain Tied Financial Advisory firms.

I² provides a range of independently compiled wrap fund investment solutions that are made available to any appropriately licenced Category 1 and Category 2 advisors, by providing access to the solutions via a wide range of the largest and most highly recognised Linked Investment Service Provider platforms in South Africa.

The I² range of independently compiled wrap fund investment solutions are tailor-made to address a diverse range of investment needs. The i² range of solutions is constructed by a professional independent investment committee who is tasked with the selection and ongoing review of the specific underlying funds, thus continually ensuring that the correct blend of unit trust funds is combined to achieve the desired risk adjusted returns.

OUR MISSION

To be an industry leading provider of totally independent multi-asset investment solutions to the broader financial services market that our employees, financial advisory services partners and their clients are proud to be associated with.

OUR VISION

To provide a range of totally independent, high quality, multi-asset investment portfolios, which encompass a range of local and international investment solutions, across the risk-return spectrum, that consistently perform in line with their respective benchmarks over their specified investment time horizons.

BENEFITS OF OUR WRAP SOLUTIONS

Diversified range of unit trust funds in a single managed solution.

Transparency with regards to the underlying fund managers and all fees.

Mitigation of single manager risk.

Managed by investment specialists.

Solutions based on a range of goals, risk tolerances and time horizons.

BENEFITS TO IFA’S

Available on a wide range of the largest Linked Investment Service Provider platforms in South Africa.

One relationship and one point of contact.

I² does not offer financial advice.

All direct investor enquiries are referred to partner advisors.

Consolidated reporting in respect of all I² solutions available on all approved LISP platforms.

Access to tax reports, CGT statements and transaction reports.

Our Partners

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Johannesburg Office
Block 16 B
Willowbrook Office Park
Van Hoof Street, Ruimsig
Johannesburg, 1724

Cape Town Office
2nd Floor, The Square
Cape Quarter
27 Somerset Rd, De Waterkant
Cape Town, 8001

Contact Details
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