3PIM
3rd Party Investment Manager
Easily grow your business and manage third party investment accounts entrusted to you by your clients on 3PIM, our ever-evolving platform.
Easily grow your business and manage third party investment accounts entrusted to you by your clients on 3PIM, our ever-evolving platform.
The following industries can benefit from the use of 3PIM
Trust and Estate Administrators can open and manage trust and estate investments.
Manage 3rd party funds and comply with the Legal Practitioners Act. (LPA).
Manage 3rd party funds securely on platform and comply with the Property Practitioners Regulatory Authority. (PPRA).
Open and manage multiple investment accounts (Shari'ah compliant options available).
Generate account statements for each investment account.
Generate individualised IT3BS for your clients and enable reporting to SARS on your clients' behalf.
If you're managing third party funds, you can charge a flexible management fee to your clients.
Our platform is compliant with the following:
Open and manage multiple investment accounts (Shari'ah compliant options available).
Generate account statements for each investment account.
Generate individualised IT3BS for your clients and enable reporting to SARS on your clients' behalf.
If you're managing third party funds, you can charge a flexible management fee to your clients.
Our platform is compliant with the following:
Open and manage multiple investment accounts (Shari'ah compliant options available).
Generate account statements for each investment account.
Generate individualised IT3BS for your clients and enable reporting to SARS on your clients' behalf.
If you're managing third party funds, you can charge a flexible management fee to your clients.
Our platform is compliant with the following:
