PSG Konsult Annual Report 2012

Overview

Business philosophy

Our business is founded on the fundamental principles of integrity, trust and transparency.
We place a strong emphasis on personal service and building lifelong relationships with our client.

Ethical code of conduct

The PSG Konsult Group is firmly committed to:

  • Advising clients with the highest level of good faith, integrity, professional knowledge and diligence
  • Providing clients with accredited products and services that will appropriately address their
    particular needs
  • Ensuring that all client funds are always directly deposited with the relevant financial institution
  • Disclosing the exact amount of commission and fees earned
  • Complying with legislation regulating the financial services industry

Business disciplines

Our holistic financial planning includes the following services:

TRADE

Our registered stockbrokers and portfolio managers will assist you with our knowledge, experience
and quality service. We offer you the following:

  • Buying and selling of shares.
  • Currencies, commodities and derivatives on request.
  • Implementation of trading strategies at appropriate levels of risk.

INVEST

We offer holistic, independent investment advice and portfolio management services for the creation
and protection of wealth:

  • Investments in local as well as offshore investment products.
  • Experienced and skilled investment portfolio management.
  • Discretionary portfolio management.

INSURE

We offer independent advice on insurance products at competitive rates:

  • We insure your motor vehicles, household content and business assets.
  • Advice on long-term insurance products such as retirement annuities, endowment policies
    and life insurance.
  • Advice on medical aid funds and health care insurance.

PLAN

We make financial planning understandable and provide an extensive, national network of offices:

  • Estate planning to structure your financial matters effectively in respect of your will, property, trusts, insurance, income and estate duty.
  • Retirement planning to ensure your retirement income in order to maintain your lifestyle
    and capital needs.
  • Expert advice in respect of pension and provident funds.

The PSG Konsult Group

Board of directors

As at 29 February 2012, the board of directors of PSG Konsult Limited consisted of
the following members:

Executive Committee Members

As at 29 February 2012, the executive committee of PSG Konsult Limited consisted of
the following members: