vunani private clients company overview

9
Vunani Private Clients-Company Overview FSP Invest Symposium 2012

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Page 1: Vunani Private Clients Company Overview

Vunani Private Clients-Company Overview FSP Invest Symposium 2012

Page 2: Vunani Private Clients Company Overview

Table of Contents

5

3

4

6

7

8

Trade

Vunani Group Overview

Our Core Pillars

Preserve

Invest

Learn

Page 3: Vunani Private Clients Company Overview

03

Section / Chapter

Page 4: Vunani Private Clients Company Overview

04

Core Pillars / Overview

Preserve Invest Trade Learn

Our Core Pillars

Page 5: Vunani Private Clients Company Overview

05

Core Pillars / Preserve

Preserve

Our Core Pillars: Wealth Planning

• Retirement Planning

• Estate Planning

• Retirement Products

• Personal Share Portfolio(PSP)

• Risk Products

Page 6: Vunani Private Clients Company Overview

06

Core Pillars / Invest

Invest

Our Core Pillars: Investment Management Services

• Asset Allocation

• Active Management

• Passive/Index Stategies

• Alternative Investments

• Structured Products

• Cash Management

Accelerated Growth Portfolio Growth Portfolio Income Portfolio Shariah Portfolio Emerging Companies Portfolio Core and Satellite Portfolio Commodity Tracker Portfolio Offshore Diversification Portfolio Aggressive Long/Short Portfolio Neutral Portfolio Multi Strategy Hedge Fund Bespoke Structured Products Cash Management Products

Page 7: Vunani Private Clients Company Overview

07

Core Pillars / Trade

Trade

Our Core Pillars: Trading Services

• Equities • Warrants • CFD’s • Index Futures • Single Stock Futures • Commodity Derivatives • Currency Futures • Foreign Referenced • Quanto Futures NEW • and more…

Online Trading

Dedicated Broker

Follow Me stock picks

Research

Technical Analyses

Advisory Services

Business Day Top Stockbroker Awards 2012

Page 8: Vunani Private Clients Company Overview

08

Core Pillars / Learn

Learn

Our Core Pillars: Education

Regular Seminars

Interactive Workshops

training

LIVE CHAT with brokers

Traders Club

Page 9: Vunani Private Clients Company Overview

Thank you

1. Visit our website

2. Grab a business card

3. Request fund fact sheets