LEGAL INFORMATION

Introduction

Welcome to the Stonewood Asset Management Proprietary (Pty) Ltd (‘Stonewood AM’) website. Stonewood AM is a registered private company incorporated in South Africa with registration number 2010/014548/07. An authorised Financial Services Provider (FSP) with licence number 45170 as granted by the Financial Sector Conduct Authority (‘FSCA’).

Stonewood AM has partnered with Boutique Collective Investments (RF) (Pty) Ltd ('BCI') to manage the Stonewood AM BCI Fund range, namely:

  • Stonewood AM BCI Guarded Fund

  • Stonewood AM BCI Temperate Fund

  • Stonewood AM BCI Diversified Growth Fund

Disclaimer

 

Boutique Collective Investments (RF) (Pty) Ltd (“BCI”) is a registered Manager of the Boutique Collective Investments Scheme, approved in terms of the Collective Investments Schemes Control Act, No 45 of 2002 and is a full member of the Association for Savings and Investment SA. 

 

Collective Investment Schemes in securities are generally medium to long term investments. The value of participatory interests may go up or down and past performance is not necessarily an indication of future performance.

 

The Manager does not guarantee the capital or the return of a portfolio. Collective Investments are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees, charges and maximum commissions is available on request. 

 

BCI reserves the right to close the portfolio to new investors and reopen certain portfolios from time to time in order to manage them more efficiently. Additional information, including application forms, annual or quarterly reports can be obtained from BCI, free of charge.

 

The Financial Advisory and Intermediary Services Act, 2002

 

Stonewood is an authorised financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002. Stonewood is authorised to provide financial advice however, no information contained on this website should be construed, or relied upon, as advice. If you require financial and/or investment advice, please engage the services of an independent financial adviser.

Ownership and copyright

 

This website and its content are owned by Stonewood and/or its licensors and are protected by copyright and other intellectual property laws. All rights not expressly granted are reserved. Any unauthorised copying, reproduction, retransmission, distribution, dissemination, sale, publication, broadcast or other circulation, or exploitation of this material will constitute an infringement of such protection. The copyright in all material vesting in Stonewood published on this website shall continue to vest in Stonewood. Without detracting from the above, Stonewood authorises you to view, copy, download, print and distribute the content of this website, provided the content is used only for your information, non-commercial and private purposes. You are expressly prohibited from incorporating any proprietary material of Stonewood and/or its licensors taken from this website in any other work, publication or website either of your own or belonging to any third party. The trademarks, logos and service marks (‘marks’) displayed on this website are registered and/or in the process of being registered. Nothing contained on this website or in the content or information provided should be construed as granting any licence or right to use any of the marks without the prior written permission of the owner and no right, title or interest in any proprietary material contained on this website is granted to you.

 

Content

 

The information and content (collectively 'information') accessible through this website is provided by Stonewood as general information about Stonewood and its products and services. Stonewood does not guarantee the suitability or potential value of any information or particular investment source. No information on this website is intended to provide nor does it constitute financial, tax, legal, investment, or other advice. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. It is recommended that you consult an independent financial adviser regarding your specific situation if you require financial and/or investment advice. Nothing contained in any service provided or any content on this website constitutes a solicitation, recommendation, endorsement or offer by Stonewood, including in regard to buying, selling or holding any securities or investments, but shall merely be considered to be an invitation to do business.

 

Service Providers

Stonewood is an authorised FSP and is a duly authorised intermediary of certain service/product providers. Your representative will select which service/product provider listed below they are accredited to market the products of:

The above list is subject to change and no conditions have been imposed by any of the above service/product providers.

COMPLAINTS PROCEDURE
 
DISCLOSURE

DEBARMENT POLICY

FICA POLICY

CONFLICT OF INTEREST POLICY

TREATING CUSTOMERS FAIRLY POLICY