At Ultra Brokers, we’re invested in your prosperity.
That’s why we cut out the middleman and take our clients direct to the funds or asset managers. This reduces your overall cost component. It also puts you at the helm of your investment.
With no commissions upfront, Ultra Brokers levies an on-going annual fee of 1.15% (incl. VAT) for all services. We understand that everybody has to start somewhere. That’s why no amount is too big or too small. We also understand that each client has a different financial goal. Understanding your financial goal, age, term of investment and risk appetites allows us to offer uniquely different investment strategies to match your needs. We do not believe in “selling” investment policies. Instead we would rather educate our clients on the world of investments. An educated client is always an appreciative client.
✓ Retirement planning
✓ Living annuities
✓ Unit trusts
✓ Endowment policies
✓ Tax free savings accounts
✓ Educational savings
✓ Off shore investment strategies
✓ Online access
✓ Quarterly statements on investment performances
✓ The option of customised fund selection
✓ Diversified fund selection