MANCO

In order to allow Merchant West Investments to focus on our core skill of managing investments, we have procured the services of Sanlam Collective Investments (SCI) to provide Merchant West Investments with Management Company (ManCo) services for our unit trust funds, as this is an efficient and cost-effective solution for these specialised administrative services.

The role of the SCI ManCo is to provide our company with the following range of services:

  • Fund set-up, structuring and monitoring
  • Legal and compliance alignment
  • Relationship management with direct, intermediate, and institutional investors
  • Risk management
    Fund distribution support
  • Regulatory and tax reporting

Merchant West Investments has signed a discretionary mandate with Sanlam Collective Investments (RF) (Pty) Ltd “SCI” and Sanlam Global Funds PLC and is the appointed Investment Manager on specific co-named funds. SCI is the Manager of the Merchant West Sanlam Collective Investment Schemes (CIS), and Sanlam Global Funds PLC is the scheme manager of the Merchant West Global Equity Fund $. “Sanlam Collective Investments (RF) (Pty) Ltd “SCI” is a registered and approved Manager in Collective Investment Schemes in Securities. Collective investment schemes are generally medium- to long-term investments. SCI retains full legal responsibility for the third-party portfolio.

Co-branded Funds include the names or abbreviated names of both the Investment Manager and the Manager of the Collective Investment Schemes, which reflects as the following: Merchant West SCI* Fund.

Due to the regulatory and technical support provided to Merchant West Investments and its clients by SCI through their Manco, several of our documents include descriptions and branding elements of both entities as required by legislation. We also utilize the automated online services, customer service support and investment forms made available by SCI.

SECURE YOUR TOMORROW

Get in Touch

Want answers to a pressing question? Fill in the form and we’ll get back to you shortly

Investment Enquiry

I am Interested in:
This field is for validation purposes and should be left unchanged.

Book a Free Consultation

Contact us today to set your financial plan in motion. We’ll advise you on the appropriate next steps for the most suitable investment plan.

MM slash DD slash YYYY
Preferred Time
:
Let's Chat:
This field is for validation purposes and should be left unchanged.

INVEST NOW

Choose the relevant option that applies to you for further information on our funds and how to invest.

or, continue directly to the Smart Invest platform

I AM:

Newsletter

Subscribe to our newsletter. Be the first to gain access to savvy investment advice, insights, webinars and events. Keep track of fund performance by selecting to receive detailed monthly or quarterly reports.