Resources

This document provides information about supporting Investors that are considered US Persons and those requiring a Collateralised Loan.

This document outlines the options in respect of investors who elect to externalise their funds using Asset Swap.

Detailed information regarding onshore vs offshore custody.

Detailed information regarding cash management & interest rates.

Detailed information regarding complex instruments.

Guide explaining a Legal Entity Identifier and a Natural Person Identifier.

This document is to provide Financial Intermediaries (FIs) with the steps necessary to access the Credo Model Portfolio Service for their Investors and the areas of responsibility that remain with FIs to undertake.

How fees are processed, and which are included/excluded from performance calculations.

Contact details of strategic partners and other providers.

Includes details on Contractual Structure, Asset Protection, Capital Adequacy, etc.

Detailed information regarding pricing and reporting.

Information regarding the process for private placements.

This guide is to provide South Africa Financial Intermediaries with an overview of how Credo can assist with opening an Individual Savings Account for any UK resident clients.