CORPORATE CLIENTS

At CAPTA Wealth, we are able to provide our corporate clients (from listed companies, to private firms), with sophisticated financial service offerings and advice designed to take care of the needs of your organisation and its people.

Some of our corporate client service offerings include:

In today’s workplace environment, it is expected for businesses to offer a complete compensation plan that best serves the business and its employees. In fact, employee benefits are important in attracting and retaining employees and business partners. Having said this, you may want to consider optimising your own employee benefits package.

Some examples of the types of employee benefits we are able to offer include: Pension and Provident Funds, Medical Aid, Group Life and Income Protection, Deferred Compensations, Salary Structuring, Performance Swaps, Pension and Provident Funds.

A great option for our clients to externalise funds without physically needing to move their money offshore can be done via a process called Asset Swaps.

Your capital is invested offshore, giving you the global diversification and foreign currency exposure you are looking for, however, because your money does not physically leave SA, when you redeem your investment, all the funds would have to come back to SA and be converted to rands. This means that your funds would be invested offshore but not fully externalised. No tax clearance is needed to place these investments and they are not subject to the size limits, as with the discretionary and foreign investment allowances. Asset swaps tend to have lower investment minimums and are less onerous in terms of regulation and paperwork.

Managing corporate cash is a big responsibility. To do this efficiently and effectively, you need a system that meets your needs. Through our relationship with retail and institutional banks, we are able to offer innovative banking solutions for companies.

Some of the benefits of our offerings include:

  • Opening, closing and managing accounts on your behalf i.e. Call Accounts, Notice Accounts, Fixed deposit accounts, Offshore bank accounts, Providing Guarantees
  • Competitive interest rates with instant liquidity
  • No fees and no transaction charges other than those related to cash deposits and other unconventional transactions
  • Full audit trail of all transactions
Business assurance can be used to ensure the ongoing sustainability of a business in the event of death or disability. Both these tools are available to business owners who wish to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession with the least amount of disruption to their business. At CAPTA Wealth we are able to offer a host of different solutions to suit your business needs.

CORPORATE CLIENTS

At CAPTA Wealth, we are able to provide our corporate clients (from listed companies, to private firms), with sophisticated financial service offerings and advice designed to take care of the needs of your organisation and its people.

Some of our corporate client service offerings include:

In today’s workplace environment, it is expected for businesses to offer a complete compensation plan that best serves the business and its employees. In fact, employee benefits are important in attracting and retaining employees and business partners. Having said this, you may want to consider optimising your own employee benefits package.

Some examples of the types of employee benefits we are able to offer include: Pension and Provident Funds, Medical Aid, Group Life and Income Protection, Deferred Compensations, Salary Structuring, Performance Swaps, Pension and Provident Funds.

A great option for our clients to externalise funds without physically needing to move their money offshore can be done via a process called Asset Swaps.

Your capital is invested offshore, giving you the global diversification and foreign currency exposure you are looking for, however, because your money does not physically leave SA, when you redeem your investment, all the funds would have to come back to SA and be converted to rands. This means that your funds would be invested offshore but not fully externalised. No tax clearance is needed to place these investments and they are not subject to the size limits, as with the discretionary and foreign investment allowances. Asset swaps tend to have lower investment minimums and are less onerous in terms of regulation and paperwork.

Managing corporate cash is a big responsibility. To do this efficiently and effectively, you need a system that meets your needs. Through our relationship with retail and institutional banks, we are able to offer innovative banking solutions for companies.

Some of the benefits of our offerings include:

  • Opening, closing and managing accounts on your behalf i.e. Call Accounts, Notice Accounts, Fixed deposit accounts, Offshore bank accounts, Providing Guarantees
  • Competitive interest rates with instant liquidity
  • No fees and no transaction charges other than those related to cash deposits and other unconventional transactions
  • Full audit trail of all transactions
Business assurance can be used to ensure the ongoing sustainability of a business in the event of death or disability. Both these tools are available to business owners who wish to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession with the least amount of disruption to their business. At CAPTA Wealth we are able to offer a host of different solutions to suit your business needs.

CORPORATE CLIENTS

At CAPTA Wealth, we are able to provide our corporate clients (from listed companies, to private firms), with sophisticated financial service offerings and advice designed to take care of the needs of your organisation and its people.

Some of our corporate client service offerings include:

In today’s workplace environment, it is expected for businesses to offer a complete compensation plan that best serves the business and its employees. In fact, employee benefits are important in attracting and retaining employees and business partners. Having said this, you may want to consider optimising your own employee benefits package.

Some examples of the types of employee benefits we are able to offer include: Pension and Provident Funds, Medical Aid, Group Life and Income Protection, Deferred Compensations, Salary Structuring, Performance Swaps, Pension and Provident Funds.

A great option for our clients to externalise funds without physically needing to move their money offshore can be done via a process called Asset Swaps.

Your capital is invested offshore, giving you the global diversification and foreign currency exposure you are looking for, however, because your money does not physically leave SA, when you redeem your investment, all the funds would have to come back to SA and be converted to rands. This means that your funds would be invested offshore but not fully externalised. No tax clearance is needed to place these investments and they are not subject to the size limits, as with the discretionary and foreign investment allowances. Asset swaps tend to have lower investment minimums and are less onerous in terms of regulation and paperwork.

Managing corporate cash is a big responsibility. To do this efficiently and effectively, you need a system that meets your needs. Through our relationship with retail and institutional banks, we are able to offer innovative banking solutions for companies.

Some of the benefits of our offerings include:

  • Opening, closing and managing accounts on your behalf i.e. Call Accounts, Notice Accounts, Fixed deposit accounts, Offshore bank accounts, Providing Guarantees
  • Competitive interest rates with instant liquidity
  • No fees and no transaction charges other than those related to cash deposits and other unconventional transactions
  • Full audit trail of all transactions
Business assurance can be used to ensure the ongoing sustainability of a business in the event of death or disability. Both these tools are available to business owners who wish to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession with the least amount of disruption to their business. At CAPTA Wealth we are able to offer a host of different solutions to suit your business needs.