Integre Investment Management
"..building long-term wealth for clients""..building long-term wealth for clients"
Intégre Investment Management (Pty) Limited ("Intégre") is a Financial Services Provider (FSP) registered with the Financial Services Board (www.fsb.co.za), which is the regulator for the full range of financial services provided in South Africa.
Minimum Size
Bespoke Portfolios: Pros and Cons
Fees
Intégre Investment Management (Pty) Limited is an approved Financial Services Provider (FSP No. 851) registered with and regulated by the Financial Services Board (www.fsb.co.za).

Some of the Laws, Codes and Ethics that we adhere to are detailed here.
  • Invest for the long-term
  • Diversify across and within asset classes
  • Balance risk your temperament and means
  • Remember it is your money
  • Select your advisor carefully
Bespoke Financial Advice backed by 35 years of Wisdom

Company Background


Intégre Investment Management (Pty) Limited ("Intégre") is a Financial Services Provider (FSP) registered with the Financial Services Board (www.fsb.co.za), which is the regulator for the full range of financial services provided in South Africa.

The primary legislation that all FSP's are required to comply with is the FAIS Act (Financial and Intermediary Services Act as amended) as well the Board Notices, Regulations and additional guidance provided by the FSB. Other Acts and regulations FSP's need to comply with are listed on the FSB's website as is the licensed product categories.

Intégre offers clients two ways of benefitting from our investment expertise: through our Collective Investment Scheme vehicle/s (unit trust) or through a bespoke (tailored) portfolio. Depending on client circumstances, we will be happy to compare the relative merits with clients. These are discussed in the respective tabs "Unit Trust" and "Equity Portfolio".

Intégre is jointly owned by Arthur Thompson, CFA and Ian Dodds. Both bring considerable client need and investment experience to bear in addition to being genuinely committed to delivering client-centric value. Further details can be found under the Governance Tab.