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Recognising your role
We appreciate the value of independent financial advice. And we acknowledge the responsibility you have when giving such guidance.
It’s important to us to provide you with all the support you need when serving your clients’ investment needs. Our products and the focused selection of unit trusts we offer will assist you in doing so successfully.
Complete the PPS Financial Services Provider Application Form, Annexure A (Terms and Conditions) and Annexure B (Administration Agreement).
Register to do businessDownload PDF
Terms and conditionsDownload PDF
Administrator AgreementDownload PDF
- Initial each page
- Include all Key Representatives' details on Pg 2 of the PPS Financial Services Provider Application Form. Indicate which representatives require individual broker codes.
- All FICA documents are required (refer to Pg 2 of the PPS Financial Services Provider Application Form)
- PPS Investments requires proof of your SARS number
- PPS Investments requires proof of your brokerage's bank details (A cancelled cheque or recent bank statement, either with a bank stamp or on a bank letterhead. No internet bank statements will be accepted.)
Send your information to the PPS Investments Client Service Centre by faxing (021) 680 3680 or emailing admin@ppsinvestments.co.za. A consultant will contact you to confirm receipt.
You'll receive an email to confirm your broker code(s) and the products you've been registered to sell. You'll be copied on all correspondence sent to your clients going forward.
Our online secure site allows you and your clients access to their investment portfolios 24/7, 365 days a year.
With an online account you can view your clients' investment information, transaction summaries and contact details.
Your fees. You may earn both an initial and ongoing advice fee, which you will negotiate with your client for approval.
Your initial fee will be capped at 3.00% (excl. VAT). For the PPS SRA Retention Option and the PPS and OPN Living Annuities, this fee is capped at 1.71% (incl. VAT). Your ongoing fee will be capped at 1.00% p.a. (excl. VAT).
You may be required to complete an assessment as part of your accreditation process. Our Client Service Centre will contact you if this is necessary.
Click on the button below to complete the assessment.
For instructions received before 13:00 on a business day (with proof of deposit and supporting documentation):
- New lump sum investments: 5 business days
- New debit order investments: 6 business days
- Switches: 5 business days
- Withdrawals from Investment Accounts: 4 business days
- Withdrawals from contractual products: 7 business days
