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Minimum Disclosure Documents

To address your investment needs, SFP has created Wrap Fund solutions which provide a simple, cost-effective means of utilising an expert investment manager to manage your portfolio within your given risk profile.

SFP Multi-Asset Wrap Funds One-pager
SFP Investment Pack
SFP Wrap Fund Mandate – Glacier Investment Platform
SFP Wrap Fund Mandate – non-Glacier Investment Platform
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable
Succession Balanced
Succession Capital Growth
Succession Income Plus
Succession Stable Growth
Succession Stable

Disclaimer

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The content of the site is owned and licensed by Succession Financial Planning Advisory Services (Pty) Ltd. The provisions below govern the use of this website and your use of this site is subject to it. Please familiarise yourself with these terms of use before using this website. While we endeavour to ensure that the information on this site is accurate and complete, we make no warranties about the accuracy, reliability, completeness or timeliness of information published on this website. The information on this website is intended for general information purposes only and is not intended to serve as any type of advice. To the maximum extent possible under applicable law, we disclaim liability for any claim, loss, injury or damage arising out of or in connection with the use of information and/or goods and/or services available from or through this website, whether direct or indirect including, without limitation, any liability relating to any loss of use, interruption of business, lost profits or lost data, or incidental, special or consequential damages of any kind. Any use of or interaction with this website that could reasonably be construed as being aimed at achieving illegal or unlawful result will be subject to criminal prosecution and/or civil liability. Information transmitted via the internet, including e-mail, is susceptible to unlawful access or monitoring. Users shall bear all risk of transmitting such information in this manner and under no circumstances will Succession Financial Planning Advisory Services (Pty) Ltd. be liable for any loss, harm or damage suffered by them as a result thereof. Succession Financial Planning Advisory Services (Pty) Ltd. reserves the right to request independent verification of any information transmitted via the website or e-mail. Personal information transmitted to us via this website will be treated as confidential and will not be disclosed to any third party without your permission. The website and its contents are the property of Succession Financial Planning Advisory Services (Pty) Ltd. It may not be used in any way without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd. You may not establish a link to this website from a third-party site without prior written permission from Succession Financial Planning Advisory Services (Pty) Ltd.

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