Give your clients
what they need

MORE VALUE

INNOVATIVE PRODUCTS, UNEQUALLED VALUE PROPOSITION

Our distribution channel empowers independent advisors/brokers to deliver comprehensive investment solutions. Integrating Everest Wealth’s range of products into your practice significantly enhances your value proposition and provides your clients with superior asset class diversification.

Meet the team

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Jakov Meyer

Distribution Manager

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Abrie Cronje

Broker Relations Manager

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Rual Nel

Financial Advisor

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Carel Cronje

Advice Implementation Specialist

Profile

Johan Meyer

Advice Implementation and Product Specialist

Profile

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, and Product Specialists, provide thorough industry training to effectively utilise our products and enhance your clients’ portfolios.

Income Portfolio
Living Annuity

Everest Wealth Distribution Channel

With over 40 years of combined experience in sales, product management, and private equity, Everest Wealth distribution channel provides robust support to external brokers. Our team is committed to delivering

Comprehensive Product Training

Gain valuable insights and support throughout the advice process, benefiting both the broker and client.

Nationwide Footprint

Our experienced product specialists currently support more than 90 accredited/affiliated brokers in KwaZulu-Natal, Cape Town, Mbombela, and Gauteng

THE ACCREDIATION PROCESS

Depending on your role and licensing, there are several options and agreement structures available

FSP Agreement / Intermediary Agreement

For Financial Services Providers (FSP):

  • Sign an Agreement: Your FSP needs to 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.

Combined Agreement

If you lack a Category 1.8 license but still want to be involved:

  • Referral through Accredited Advisor: Enter into a Combined Agreement.
  • Utilise Existing Advisors: You can refer clients through one of Everest Wealth’s accredited financial advisors.
  • Benefit: This allows you to participate in client referrals and leverage existing accredited advisors.

Support Channels

Accredited independent brokers have access to two support channels:

Direct Channel

  • Description: Work directly with Everest Wealth’s head office support team.
  • Suitability: This is ideal if you prefer not to have a linked product specialist or if you handle most of the support needs independently.

 

Support Channel

  • Description: A dedicated Product Specialist will visit your office regularly (weekly, bi-weekly, or as agreed).
  • Suitability: This option provides more hands-on support and is beneficial if you require personalised assistance and regular interaction.

Next Steps

One of our team members will gladly assist you should you have any queries throughout the process.

  • Determine Your Role: Decide which agreement structure best fits your situation (FSP, referral, or combined).
  • Contact Everest Wealth: Contact Everest Wealth Distribution, who will provide assistance on the way forward.
  • Complete the requirements: Complete the necessary steps for training, agreements, and licensing as applicable.
  • Choose a support channel: Decide if you prefer direct support or a dedicated product specialist.

WILLEM VAN DEN HEEVER

National Head: Production

CALL US

+27 87 654 8705

EMAIL US

[email protected]

CHAT TO US

Visit Us

3rd Floor, Building C,
Westend Office Park,
250 Hall Street,
Centurion, Pretoria, 0046

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Our products. Your added valued.

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 [email protected] to start your journey with us!

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Everest Wealth Management (PTY) Ltd (2002/004025/07) is a registered financial services provider.FSP 795 CAT I & II & IIA.  | Everest Advisory Services (PTY)  Ltd ( 2017/362676/07) is a registered financial services provider. FSP 49495 CAT I. | Everest Protect (Pty) Ltd (2022/840317/07) is a registered Financial services provider with the FSCA. Registered FSP 52980 CAT I .