For many investors, IFSA offers just the kind of investment solution to meet their needs. However, it can be difficult to know where you fit in, without someone giving you a clear idea of the process and expected outcome. So, we’ve put together a step-by-step guide that outlines how to go about investing in IFSA’s private equity (PE) funds.
Once you’ve decided you’re interested in further exploring IFSA’s investment options, then it’s time to reach out. If you haven’t made up your mind just yet, check out our FAQ page to see how private equity can deliver results beyond traditional returns.
For more information on the latest performance metrics, download our fund fact sheet.
I’m interested – what’s next?
So, you’d like to find out more about investing with IFSA but don’t know what the process entails? Read on for step-by-step guidance in terms of onboarding, what you can expect, and how to make sure you get the most out of your investment.
Step 1: Reach out to us
The first step is to reach out to IFSA or a registered Independent Financial Advisor (IFA) via online enquiry. Following the enquiry, we will be in touch.
Step 2: IFSA sends vetting questionnaire
To ensure that you find the right long-term investment partner, we have carefully put together a set of questions. The questions help determine an asset allocation based on the information provided. This typically includes details about your investment objectives, time horizon, financial position, and risk tolerance.
Once you return the paperwork to us, we will review the vetting questionnaire and work with you to set up an appointment to talk through the questions and discuss the next steps.
Step 3: Meeting the team
Meeting face to face is an essential part of relationship building and gives us the opportunity to exchange questions, concerns, ideas, and discuss your investment vision and goals. In addition to getting to know you and your investment requirements a bit better, we will also unpack our investment model and introduce you to our private equity funds.
Here are the main members of the IFSA team:
Frikkie: The Rainmaker
Frikkie van Loggerenberg is the founder and CEO of IFSA. He is highly skilled at portfolio diversification, guiding growth hands-on with overarching insight backed by many years of experience.
Gerdouw: The Beancounter
From financial and tax due diligence to financial modelling and acquisition valuations – Gerdouw is our resident investment optimisation expert.
Roderick: The Head Honcho
Building a world-class investment portfolio shouldn’t involve guesswork. Roderick’s job is to do the know-work, removing ambiguity from the investment process.
Step 4: IFSA meets and proposes a solution
No two investors are ever the same. The same can be said of your investment goals, risk profile, and investment horizon.
Once you have sat down with the IFSA team, we will return to our offices and put together a custom proposal for you. Once the details of your investment have been reviewed, you will receive an offer to sign for the investment you would like to make.
Step 5: Investor signs and legal team assesses
All right, you have filled in all the forms and made the financial commitment to invest a certain amount every month for the next couple of years. The next step is to finalise the different legs of paperwork that need to be completed so that your investment decisions will be secure.
You will be required to submit your signed documents electronically. These documents may consists of an acknowledgment of terms and conditions, investor details, and transfer forms.
Our legal team will then process the paperwork and ensure that you have all the proper legal documents in place, so that we can start to set up the arrangement for the transfer of funds.
Step 6: Transfer of funds to trust account
A transfer of funds involves the movement of assets, monetary funds, or ownership rights from one account to another.
This transfer may require an exchange of funds in the form of a lump sum, or in the form of monthly contributions over a period of time. Transfer particulars are discussed in great length before signing any paperwork. This ensures accuracy and complete transparency in terms of when, where, and how funds are moved.
Step 7: Investor receives welcome letter and all signed documents
Once the transfer of funds has been logged successfully, you will become an official client of IFSA Private Equity.
Want to hear from other investors as to how they found the experience of working with us? Read our interview with broker consultant Brenda Fourie:
Step 8: You receive monthly statements
IFSA provides all clients with a monthly statement that summarises the total value of your private equity investment. Should you experience any difficulty with the interpretation of your statement details, please contact IFSA or your financial advisor for assistance.
Taking the first step: Get in touch with us
So, you’ve done your homework and made up your mind to invest with IFSA. Led by the best in the business, we combine more than 60 years of experience to shine a guiding light on building a more resilient portfolio – helping you realise your boundless potential by better navigating the investment space.
To take the first step towards a more prosperous future, contact us today for a free personal consultation.
IFSA (Pty) Ltd Registration No. 2000/005153/07 An Authorised Financial Services Provider Licence No. 43337