Offshore Portfolio's

We manage global portfolios (via unit trusts and ETF’s listed on various developed market exchanges).

The minimum portfolio size is USD 100,000 or foreign currency equivalent.

Clients open a brokerage account (in their own name) with our third-party provider, Canacord Jersey for offshore accounts.

The client signs a discretionary investment management agreement with Florin who is then appointed to manage the portfolio on a discretionary basis.

Florin charges a flat fee of 1% p.a. + vat for this service.

Any realised investment gains are taxable in the clients hands, we do not give tax advice so please consult with your tax adviser.

The share portfolios follow the same investment goals and principles as our fund investments.

Clients with a share portfolio should have a long-term investment horizon of preferably five years with a minimum of at least three years.

For further information please contact us on funds@florin.co.za.