At Vista Wealth Management you partner with a SAIS qualified stockbroker (click here to learn more). Our stockbroking services are offered through Investec Prime Services at very competitive rates. The stockbroking services includes trading of shares and exchange traded funds (ETFs) which are listed on either the Johannesburg Stock Exchange (JSE) or shares listed on 75 plus International Stock Exchanges around the world.

Investors can utilise our stockbroking services in 2 ways:

  • Our “do it yourself” service allows customers to build and manage their own share portfolio. Trading for yourself is however lonely and for this reason we maintain a houseview to assist DIY customers. Click here for an example of a houseview portfolio
  • We also offer managed portfolios for clients. The portfolio is created within a JSE BDA account in the client’s name. The client is informed and need to agree before any recommendations are implemented on the portfolio. Click here to learn more about our managed portfolios

Vista Wealth Management also offers share-based loans to clients who owns share portfolios with us. Share-based loans are lending facilities that allow investors to utilise their share account like a bank account with an overdraft facility. The investor can withdraw the cash or use it to buy more shares. It doesn’t require all the administrative paperwork involved with a non-collateralised loan and can be arranged within one week. There is no fixed loan amount or repayment period on these loans. The default interest rate is the prime interest rateClick here to read more about this exciting product offering.

Lastly, clients can also host Capital Protected Investments from multiple issuers in their stockbroking account. These investments provides exposure to equity markets (both local and foreign) while protecting investors’ initial capital in full or partially. Click here to learn more or view a list of Capital Protected Investments currently available.

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