Company overview

Professional Financial Planning Services (Pty) Ltd (PFPS) was founded in 1994 by Ari Perlov and Peter Mincher to provide financial advice to a range of clientele.  Eugene Cloete and Mark Paidas joined Professional Financial Planning Services in February 2007.  The four directors each have an equal shareholding in the business. In 2012, Professional Financial Planning Services (Pty) Ltd underwent a name change to PFPS Wealth Management (Pty) Ltd in order to more accurately reflect the changing nature of the financial services industry.  In addition, a new company was formed, namely PFPS Asset Management (Pty) Ltd (PFPS AM).  In 2013 PFPS Asset Management was approved as a FSB Category 2 license holder.  PFPS Asset Management is the specialist multi-manager operation within the PFPS group.

PFPS Asset Management launched a range of Collective Investment Schemes portfolios in order to be able to continue to manage their client portfolios more effectively using a rigorous investment process while using a structure that will be in the clients’ best interest.

Collective Investment Scheme portfolios allow PFPS Asset Management to implement and execute their investment philosophy and process in the most effective and efficient way.

Key staff

Ari Perlov
Director

Peter Mincher
Director

Eugene Cloete
Director

Mark Paidas
Director

Contact details

Fund details

The primary objective of the portfolio will be to provide investors with high capital growth by actively managing the asset allocation in the portfolio and the assets will be shifted between the markets and asset classes to reflect changing economic and market conditions.

The portfolio may  include participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

The portfolio will be managed within the requirements of retirement funds prudential investment guidelines.  The equity exposure will be between 0% and 75%.

The portfolio seeks to provide investors with income and stable capital growth.

The portfolio may include participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

The portfolio will be managed within the requirements of retirement funds prudential investment guidelines. Equity exposure limited to between 0% and 40%.

The primary objective of the portfolio will be to provide investors with moderate capital growth through strict adherence to a strategic asset allocation.

The portfolio may include participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

The portfolio will be managed within the requirements of retirement funds prudential investment guidelines.  The portfolio will have equity exposure between 0% and 60%.

Minimum Disclosure Documents (MDDs)

PFPS Ci Cautious Fund of Funds
PFPS Ci Moderate Fund of Funds
PFPS Ci Balanced Fund of Funds

Reports & Forms

Quarterly Reports

Transaction Forms