IBG Sureinvest cc is an Independent Brokers Group of select financial planners who are proficient within their area of advice and pride themselves on providing clients with unbiased professional financial solutions.
We are obliged to at all times act honestly and fairly and to maintain the integrity of the financial services industry. The financial planners within our group are all Fit and Proper in terms of the Financial Advisory and Intermediaries (FAIS) Act 27 of 2002 and adhere closely to the Code of Conduct contained therein.
Our aim is to create a stronghold for independent financial advisors, a pooling of knowledge and experience and a supportive structure to encourage the survival of truly independent financial planning. As a client of IBG Sureinvest cc, you would have peace of mind in knowing that the advice and solutions presented to you are presented with skill, care and diligence and with your personal interests at heart.
IBG Sureinvest cc is able to provide advice and service in the following disciplines:
• Retirement and Risk Planning
• Estate Planning
• Tax Efficiency
• Employee Benefits
• Business Assurances as well as Short Term Personal and Commercial Lines.
IVAN BERNARD DOWN - PRINCIPAL / KEY INDIVIDUAL
Ivan Down is an Independent Financial Planner, who holds a Higher National Diploma in Accounting and Business Administration, as well as his Post Graduate Diploma in Financial Planning through University of Free State Achieving CFP professional Status. Ivan has been practicing as a Financial Planner for 15 years prior to which he had gained 10 additional years industry experience. Ivan is knowledgeable in producing advice and providing service on the following disciplines: Retirement Planning, Employee Benefits, Estate Planning, Investment Planning (including Offshore), Business Assurance, Wills and Trusts, Tax Planning, Advice on Banking and Risk Planning as well as Short Term Personal and Commercial Lines.
COMPLIANCE DETAILS Our compliance officer: Advocate Daniel Opperman National Compliance CC Practice Number 1307 Tel: 032 946 2921/49 Mobile: 083 675 3107 e-mail: firstname.lastname@example.org 3 Brabham House, Crowthorne Corner, Garlicke Cresent, Ballito
We offer an ample range of local and offshore Investment products. These can be tailored to your specific needs depending on factors such as tax efficiency, liquidity, income and investment growth expectations.
A D V I S O R Y & F I N A N C I A L P L A N N I N G S E R V I C E S
LONG-TERM RISK PRODUCTS
Long-term risk products include things such as life cover, disability and severe illness benefits. We hold contracts with all major assurers as well as some of the smaller ones enabling us to compare rates and benefit options for you.
SHORT-TERM RISK PRODUCTS
We have experienced advisors on both Personal and Commercial lines. Their knowledge ensures that you have the correct type and level of cover and that your excesses are well managed. Your cover is regularly reviewed and maintained.
IBG Sureinvest cc has contractual relationships with the following companies: Old Mutual (Local, offshore and corporate), Liberty Life, Stanlib, Discovery Life & Invest, Regent Life, Resolution Life, Sanlam, Glacier, Momentum Life and Wealth, Marriott, AIMS, Allan Gray, Altrisk, FMI, Clientele Life.
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