Alexforbes acquires OUTvest

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Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.

The ONEfee for advisors

Fees can limit the potential of a client’s investment outcome. But not with OUTvest. Thanks to the ONEfee model, your client can get a lot more out in the long term.

It starts at just 0.65% p.a. That’s less than half of our 1.5% p.a. for direct clients. Best of all, its capped at R5 310p.a. when the investment value is between R816 923 and R1 180 000.

This helps you create an attractive total fee proposition for your clients that we believe could be unbeatable.

We will soon be adding the capability to allow you to incorporate upfront advice fees into lump sums and selected transfers for your clients. We are aiming to apply this across all our products, where permitted by regulation. Watch this space!