As an advisor acting in your clients interests, consider presenting Sunstone to your client to:
- Help relieve the pressure of a tax event through a tax-efficient investment
- Provide high targeted dividend yields if there is appetite for a medium term investment
- Hedge macro-economic market fluctuations of conventional investments.
- Invest in a low risk, asset underpinned portfolio of assets
Benefits of section 12J and Sunstone Capital in particular
Individuals in the highest marginal tax bracket of 45% will be returned 45% from SARS reducing risk capital to only 55%
Physical asset underpin tied to fixed rental contracts
Diversified portfolio of operating assets
Highly liquid assets with predictable yields
WE SET UP RELATIONSHIPS WITH:
1. Advisor/social influencers
As an advisor/social influencer who is connected to various high net worth individuals we would welcome introductions into your network –sign an introductory fee agreement and send it through to email@example.com to get started.
2. Wealth managers with a 1.8 Shares license
As a 1.8 Shares licensee you are qualified to distribute our product to your clients. Hence we would put in place a simple distribution agreement
3. Wealth management/Tax advisory firm without a 1.8 License
We can either put in place an introductory fee agreement with your firm and all of its distributors, or we can look at bringing the entire firm onto our FSP as a juristic rep
We are always looking to expand our distribution channels, contact us to see if you qualify and to put a relationship agreement in place.
Request a Call back
Fill in the following form and we will get back to you.