FIRSTGLOBAL GROUP – Authorised Financial Services Provider

WHETHER ONE CHOOSES AN AEROPLANE, 4 X 4 OR A VINTAGE AUTOMOBILE, THE ART OF CHOICE DETERMINES THE JOURNEY AS WELL AS THE DESTINATION.

Asset management has become the core business activity of FIRSTGLOBAL. Our holistic approach to asset allocation is driven by continued re-evaluation and assessment of market environments.

The FIRSTGLOBAL asset management process encompasses:

- A strategy, designed for each client according to his or her unique situation and objectives;
- Application of the strategy with a view to create an optimal balance between different asset classes;
- Formation (or adjustment) of structures required to optimise returns and minimise risks;

- Allowing the flexibility necessary for making adjustments when required without incurring avoidable costs or administrative burden.

FIRSTGLOBAL's international networking with Private banks, Trust companies and Fund managers provides clients with the full spectrum of global investments as well as investment vehicles.

Every precaution is taken to ensure that funds are allocated only to institutions of high reputation, transparent operation and impeccable track record with proper systems and efficient reporting mechanisms.

Amongst other things, attention is paid to the following:

- Tax status of product and country of custodian;
- Security of funds;
- Confidentiality agreements;
- Reporting procedures;
- Accessibility to funds / flexibility of product;
- Service levels; and
- Costs.

FG ASSET MANAGEMENT is a separate fully fledged asset management company registered in South Africa under the auspices of the Financial Services Board. This company has been managing a number of multi-manager portfolios exclusively for FIRSTGLOBAL clients since 2005.

A unique and rigorous process has been developed for the purpose of managing portfolios to provide the best risk-adjusted returns possible over different time horizons.