Everest Wealth Management (Pty) Ltd (2002/004025/07) is an authorised financial services provider, with FSP number 795 CAT I & II & IIA and a registered credit provider NCRCP 21504 (“Everest Wealth”). Everest Wealth Management hereby informs all current and prospective investors and users that there are risks involved when entering into any investment. It is recommended that investors consult an accredited financial adviser before making any investment into Venture Capital (“VCCs”), Private Equity (“PEs”) or Private Debt (“PDs”) companies. The content provided, does not constitute a solicitation, guidance, proposal, invitation or investment recommendation, and prior to selecting an investment it is recommended that investors seek specialised financial, legal and/or tax advice. All information contained herein, is subject to change without notice. Full disclosure documents can be obtained on request from Everest Wealth Management. Laudian Investment Holdings (Pty) Ltd (2015/385366/07), and its subsidiaries, are not financial service providers (“FSP”) and is governed by the Companies Act of South-Africa (71 of 2008). Private and confidential, all rights reserved, E&OE.
This guide is provided for informational purposes only and does not constitute a solicitation, offer, recommendation, or advice regarding any investment, including investments in Venture Capital (VCCs), Private Equity (PEs), or Private Debt (PDs). All investments carry inherent risks, and past performance is not indicative of future results.
It is recommended that investors consult an accredited financial adviser before making any investment decision. The content of this guide is subject to change without notice and does not replace the need for specialised financial, legal, or tax advice.
Full disclosure documents, including details on fees, commissions, and the nature of Everest Wealth Management are available on request from Everest Wealth Management (Pty) Ltd. We are committed to providing clear, accurate, and transparent information in accordance with FAIS and Treating Customers Fairly principles.
For further information, please contact Everest Wealth Management (Pty) Ltd via our website or email.
Everest Wealth Management (Pty) Ltd (2002/004025/07), a registered financial services provider (FSP number 795 CAT I, II & IIA and a registered credit provider NCRCP 21504), and Laudian Investment Holdings (Pty) Ltd (2015/385366/07) wish to disclose that, at times, they may have a direct or indirect financial interest-such as shareholding-in the portfolios they manage. This means that these entities may benefit financially from the performance of the underlying assets within those portfolios.
Importantly, any fees or value received by Everest Wealth Management and its asset manager teams are based on portfolio performance and are not deducted from the client’s investment allocation. This structure is intended to align the interests of the managers with those of all investors, as their compensation is directly tied to achieving positive outcomes for the portfolios.
We are committed to transparency and ethical standards. This disclosure is made to ensure clients are fully informed of potential conflicts of interest, in line with regulatory requirements and best practices for financial services providers. Clients are encouraged to consider this information when making investment decisions and are welcome to request further details or clarification at any time.
The documents provided are solely for information purposes in support of the product(s), service(s), and/or brand promotion. The contents thereof are the sole property of Everest Wealth Management (Pty) Ltd (2002/004025/07), an authorised financial services provider, with FSP number 795 CAT I & II & IIA and a registered credit provider NCRCP 21504 (“Everest Wealth”) and is legally protected. Recipients are strictly prohibited from copying, modifying and/or re-encoding the same without the prior written permission of Everest Wealth Management. Everest Wealth Management requests all current and prospective clients to take note that there are risks associated with any investment. The information and content provided, does not constitute a solicitation, guidance, proposal, invitation or investment recommendation, and prior to selecting an investment it is recommended that investors seek specialised financial, legal and/or tax advice. All information provided is subject to change without notice. Full disclosure can be requested from Everest Wealth Management. All Rights Remain Strictly Reserved | E&OE
The information, views and opinions expressed by Everest Wealth Management, its officers, directors, employees, partners, members, managers, agents, advisors, subsidiaries, affiliates or representatives (collectively referred to as “Representatives”) are based on information believed by Everest Wealth Management and its Representatives to be reliable and is expressed in good faith. Everest Wealth Management however gives no recommendation, guide, warranty, representation, undertaking or guarantee concerning the accuracy, adequacy and/or completeness of the information or any view or opinion provided or expressed.