Any advisor requiring a broking contract with Element Investment Managers should complete the IFA Registration Document. This document can be downloaded below. Once the document has been completed, it can be faxed to 021 426 1000 or emailed to utclientservices@elementim.co.za.
A financial advisor code will be available within 48 hours of receipt of this application.
Financial advisor fees
VAT is payable on all initial and/or ongoing fees and is levied against a client's investment. This practice is also applicable to non-VAT vendors.
Accreditation process
We recommend that financial advisors wishing to invest in Element Investment Managers' funds on behalf of their clients should complete the accreditation process. This enhances the advisor's knowledge of the technical aspects of the funds offered by Element Investment Managers and their appropriate application.
- Download the IFA Registration Document here.
