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Give your clients
what they need
More Value. Innovative Products. Trusted Advice.
Our distribution channel empowers independent advisors and brokers to deliver comprehensive investment solutions. By integrating Everest Wealth’s range of products into your practice, you significantly enhance your value proposition and provide your clients with superior asset class diversification.
Meet the team
Jakov Meyer
Distribution Manager
Abrie Cronje
Broker Relations Manager
Ruan Nel
Product Specialist
Carel Cronje
Advice Implementation Specialist
Johan Meyer
Advice Implementation and Product Specialist
Mark Bullock
Product Specialist
Add Value to Your Practice and Your Clients
Distinguish Yourself as a Leader
Offer exclusive alternative products that are not available through other advisors. Position yourself at the forefront of the industry with innovative and diversified investment strategies.
Expert Training and Support
Our Training & Development Team, along with our Product Specialists, provides thorough industry training to help you effectively utilise our products and enhance your clients’ portfolios.
Everest Wealth Distribution Channel
With over 100 years of combined experience in sales, product management, and private equity, the Everest Wealth distribution channel provides robust support to external brokers.
Comprehensive Product Training
Gain valuable insights and support throughout the advice process, benefiting both brokers and clients.
Nationwide Footprint
Our experienced product specialists currently support more than 90 accredited and affiliated brokers across KwaZulu-Natal, Western Cape, Eastern Cape, Free State, Gauteng, Limpopo, and Mpumalanga.
THE ACCREDITATION PROCESS
Depending on your role and licensing, several options and agreement structures are available:
FSP Agreement / Intermediary Agreement
For Financial Services Providers (FSP) with a Category 1.8 license:
- Sign an Agreement: Your FSP must sign an agreement with Everest Wealth.
- Training: Brokers registered with your FSP must attend a training session.
- Complete PSTs: Finish the required Product Specialist Training (PST) modules.
- Outcome: Once these steps are completed, brokers will be accredited to sell and provide advice on Everest Wealth’s product range.
Support Channels
Accredited independent brokers have access to two support channels:
Direct Channel
Work directly with Everest Wealth’s head office support team. Ideal for those who prefer to manage their support needs independently.
Dedicated Support Channel
A dedicated Product Specialist will visit your office regularly (weekly, bi-weekly, or as agreed). Provides hands-on support and is beneficial for those requiring personalised assistance and regular interaction.
Next Steps
- Determine Your Role: Decide which agreement structure best fits your situation (FSP, referral, or combined).
- Contact Everest Wealth: Reach out to Everest Wealth Distribution for guidance on the way forward.
- Complete the Requirements: Fulfill the necessary steps for training, agreements, and licensing as applicable.
- Choose a Support Channel: Decide between direct support or a dedicated product specialist.
WILLEM VAN DEN HEEVER
National Head: Production
CALL US
+27 87 654 8705
EMAIL US
distribution@everestwealth.co.za
CHAT TO US
Visit Us
3rd Floor, Building C,
Westend Office Park,
250 Hall Street,
Centurion, Pretoria, 0046
GET IN TOUCH
Our Products, Your Added Value
We offer both direct and indirect distribution contracts, as well as referral contracts to external advisors and intermediaries such as accountants and attorneys. Complete your details below or email distribution@everestwealth.co.za to start your journey with us!