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Momentum Wealth

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FSP No.: 657
Tel: 0860 546 533 (ShareCall)
Fax: +27 (0)12 675 3941
Address:
268 West Avenue
Centurion
0157
Postbox:
P.O. Box 7400
Pretoria
0046
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Momentum Wealth, a division of MMI Group Limited, is a local and international investment platform that provides a range of innovative solutions to financial advisers and investors through all the changing seasons of life.

 

We are ranked as one of the largest linked investment service providers (LISPs) in South Africa, with almost R120 billion combined assets under administration.

 

We provide a comprehensive range of investment and retirement products.  This includes various types of fund solutions across a diverse product range, and extends beyond that of being a unit trust platform provider.  We are effectively positioned to provide pre- and post-retirement product solutions that meet clients’ needs, ranging from capital preservation, income generation to capital growth.

 

Whether investing a lump sum or a regular savings amount, we offer an established track record of sound administration coupled with remarkable client service.

 

Momentum Wealth is an authorised financial services provider.

 

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From The Glossary »

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Net Premium Life Business:

The premium which, together with other similar premiums, along with investment income, will be exactly sufficient to pay all claims under certain specific assumptions as to mortality rates and interest yields. It does not provide for any expenses of administration nor for contingencies not contemplated in the basic mortality and interest assumptions. A level net premium is uniform in amount as between first and renewal policy years and hence makes ...
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