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Caring for our Clients is our highest priority


At Investment Intelligence client care is our highest priority and that is why we promise to:


  • Develop a supportive and trusting relationship

  • Follow a disciplined investment process based on a clearly defined

  • investment philosophy to achieve your investment goals

  • Conduct in-depth research into products and funds

  • Discover your investment objectives, requirements and constraints

  • Employ effective 'risk control' techniques for you

  • Document all recommendations and advice

  • Provide a continuous review service to manage all your investments within the parameters agreed

  • Provide regular updates and communications

  • Answer all your queries and provide all necessary assistance all year round

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