Informational Overview of Global Investment Strategies

The following communications introduces a range of global investment strategies available through select asset managers. It includes fact sheets for informational purposes only, providing insights into various strategies without constituting direct marketing or solicitation of any specific product. These strategies are designed to meet diverse objectives and preferences but are not currently approved under Section 65 in South Africa. As such, these offerings are not marketed or promoted directly within the South African retail market.

Section 65 Limitations on Marketing and Sale of Foreign Investment Funds

Section 65 of the Collective Investment Schemes Control Act (CISCA) governs the offering and marketing of foreign collective investment schemes that are not registered in South Africa. To ensure full compliance, key limitations include:

1. No Active Marketing or Direct Selling: Investment strategies not approved under Section 65 cannot be actively marketed or sold to South African investors. This restriction prohibits any form of direct solicitation, public advertisement, or promotional material aimed at South African clients.
2. Reverse Solicitation Required: Information on these strategies may be shared only upon direct request from the investor, known as reverse solicitation. Any engagement must be investor-initiated, underscoring the importance of client autonomy and regulatory adherence.
3. Strictly Informational Material: Fact sheets and supporting documents are presented solely to provide a high-level understanding of each strategy's structure, objectives, and broader investment approach. They are not intended as offers to buy or invest in these specific strategies.

Contact for Reverse Enquiry

If you have an interest in learning more about any of these strategies or would like to explore their suitability for your portfolio, you are encouraged to reach out. Any such enquiry will be treated as a reverse solicitation, ensuring compliance with South African regulations. Please contact us directly at info@boncor.co.za, and we will be pleased to provide further information on an as-requested basis.