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Compulsory Portfolios

Regulated. Trusted. Rewarding.
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What Defines Our Compulsory Portfolios

Our compulsory portfolios form the cornerstone of a disciplined, long-term wealth strategy. Constructed and managed through a portfolio manager, designed to deliver consistency, diversification, and robust governance through a structured investment process. Each portfolio is carefully aligned to a client’s investment profile and objectives, providing a resilient foundation for capital growth and preservation. From this core allocation, we selectively integrate bespoke strategies and exclusive opportunities, offering our clients institutional-grade portfolio management, refined oversight, and the confidence of a thoughtfully engineered wealth solution.

Retirement Annuities

Retirement Annuities (R.A’s)

Secure your future with a Retirement Annuity to helps you build your retirement wealth step by step, with tax benefits along the way, so when you’re ready to stop working, you can still live with confidence and dignity.

Pension Fund

Pension Fund

Pension funds grow your retirement savings through expert investment in diverse assets, offering disciplined growth, potential tax benefits, and a steady future income.

Preservation Fund

Preservation Fund

Preservation funds safeguard your retirement savings when changing jobs, letting your money continue growing through expert investments, preserving tax benefits, and ensuring your hard-earned wealth works for your future

Provident Fund

Provident Fund

Provident funds help you save for retirement with a lump-sum payout at retirement, combining regular contributions and professional investment to grow your wealth and secure your financial future.

Living Annuities

Living Annuities

Turn your retirement savings into a paycheck you control. A living annuity lets you stay invested while drawing an income that suits your lifestyle, offering flexibility, growth potential, and the freedom to shape retirement on your terms.

Insurance Policies

Insurance Policies

Protect what matters most, even when life doesn’t go to plan. Insurance policies give you a safety net, cover for loss, illness, or unexpected events, so you and your loved ones can stay secure and financially supported.

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Group 4

Privacy Policy

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:

  • Register for a webinar or event;
  • Complete a LinkedIn Lead Form;
  • Subscribe to our communications;
  • Visit our website; or
  • Enquire about our financial products and services.
 

2. Information We Collect

We may collect information such as your:

  • Name and surname;
  • Email address
  • Telephone number;                                                                                                                                                          

We may also collect limited technical information, including your IP address, browser and device information.                                                                                                                                                             

3. How We Use Your Information

We may use your information to:

  • Manage webinar and event registrations;
  • Send confirmations, reminders and event links;
  • Provide presentations and educational resources;
  • Respond to enquiries and arrange adviser meetings;
  • Share relevant educational content, market updates and investment information;
  • Improve our services and client experience; and
  • Meet our legal and regulatory obligations.
 

We process your information with your consent, to provide a service you requested, for legitimate business purposes, or where required by law.                                                                                                                                                       

4. Marketing Communications

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.                                                                                                                                                             

5. Sharing Your Information

We do not sell your personal information.

We may share information with trusted service providers, including:

  • Zoom webinar platforms
  • LinkedIn registration platform
  • CRM, email and cloud service providers
  • Professional advisers
 

These service providers must handle your information securely and only for authorised purposes.                                 

6. Security and Retention

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.                                                                     

7. Your Rights

Under POPIA, you may:

  • Request access to your personal information
  • Ask us to correct or update your information
  • Request deletion where legally permitted
  • Withdraw your consent
  • Object to certain processing or marketing; and
  • Submit a complaint to the Information Regulator of South Africa.                                                                                            

8. Cookies and External Websites

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.                                                                                                                             

9. International Processing

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.                                                                                                                                                                                                                                                                                                                               

Contact Us

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