We tailor our services to meet the distinct needs and objectives of each client, avoiding a one-size-fits-all approach. Our solutions are carefully crafted to align with a clients’ risk appetite, liquidity considerations, offshore requirements, retirement plans and tax considerations. Our diverse range of offerings is designed to assist clients in realising their self-defined financial objectives. These offerings are heavily scrutinized and a thorough due diligence process is undertaken before sharing an opportunity with a client. The opportunities we have available at present include:
94% of South Africans cannot retire comfortably. The average return of an SA fund over the past 5 years has been 6% per annum (2022 MorningStar Report). With inflation at 5.5%, and the rand depreciating to the dollar at 7.5% per annum, the typical 60:40 split of stocks and bonds is no longer sufficient to reach long-term financial goals.
Private investment opportunities are insulated from broader economic fluctuations and consistently deliver double-digit returns. Our funds are strategically deployed to meet specific objectives, providing clients with clear visibility into the underlying assets. We offer customized portfolios that are meticulously designed to align with each client’s unique risk appetite, financial goals, liquidity needs, and tax considerations.
Innovate Alternative Assets & Solutions (Pty) Ltd
1. About this Policy
Innovate Alternative Assets & Solutions (Pty) Ltd (“Innovate”, “we”, “our” or “us”) is committed to protecting your personal information in accordance with the Protection of Personal Information Act, 2013 (“POPIA”).
This Policy explains how we collect and use your information when you:
We may collect information such as your:
We may also collect limited technical information, including your IP address, browser and device information.
We may use your information to:
We process your information with your consent, to provide a service you requested, for legitimate business purposes, or where required by law.
Where permitted, we may contact you about future webinars, educational events, market insights and financial products or services.
You may unsubscribe at any time by using the unsubscribe link in our emails or contacting us directly.
We do not sell your personal information.
We may share information with trusted service providers, including:
These service providers must handle your information securely and only for authorised purposes.
We use reasonable administrative, technical and physical safeguards to protect your information against loss, misuse, unauthorised access or disclosure.
We retain information only for as long as reasonably necessary for business, legal and regulatory purposes. Information that is no longer required will be securely deleted or anonymised.
Under POPIA, you may:
Our website may use cookies to improve functionality and understand website traffic. You can manage cookies through your browser settings.
Our website or communications may contain links to third-party platforms such as LinkedIn or Zoom. Their own privacy policies apply when you use those services.
Some trusted technology or cloud service providers may process information outside South Africa. Where this occurs, we will take reasonable steps to ensure that appropriate safeguards are in place.
For questions, requests or objections relating to your personal information, please contact:
Innovate Alternative Assets & Solutions (Pty) Ltd
Financial Services Provider: FSP No. 53040
Email: info@innovatealternative.com
Website: https://innovatealternative.com
Telephone: (010) 100 825