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Strategic Income Portfolio

A solution for clients requiring consistent income over 12-month periods, but no access to capital over a 5 year term

KID
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Strategic USD Income Portfolio

A solution for clients requiring consistent income over 12-month periods, but no access to capital over a 5-year term as well as capital valued in ZAR, but returns linked to USD. 

KID
One Pager

Strategic Global Property portfolio

A solution for clients requiring a high and consistent annual return yield, but no access to capital over a 5 year term as well as capital valued in ZAR,  but returns linked to GBP.

KID
One Pager

Strategic Growth PORTFOLIO

A solution for clients requiring a high and consistent return yield, but no access to return or capital over a 5-year term.

KID
One Pager
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PAIA Manual

EVEREST WEALTH MANAGEMENT (PTY) LTD (2002/004025/07) IS A REGISTERED FINANCIAL SERVICES PROVIDER WITH THE FSCA. REGISTERED FSP: 795 CAT I & II & IIA. EVEREST ADVISORY SERVICES (PTY) LTD IS A REGISTERED FINANCIAL SERVICES PROVIDER WITH THE FSCA. REGISTERED FSP: 49495 CAT I. © COPYRIGHT 2023 EVEREST WEALTH.

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