Allan Gray
Long-term investments (endowments, retirement annuities, pension and provident funds). Short-term investments (unit trusts, tax-free investing). GEPF transfers.
Discovery
Vitality ecosystem, Life cover, Medical Aid, various Health Insurances, Discovery Bank, Short-term insurance (i.e. home and car), long and short-term Investments, GEPF transfers.
Capital Legacy
Estate planning, free drafting of wills, opening of trusts, estate protection plans to cover executor and trustee fees.
Old Mutual
Life insurance, disability, and severe illness cover, long-term investments.
Momentum
Life cover, funeral cover, long-term investments.
Hollard
Life covers, long-term investments, funeral cover.
Liberty
Life, illness, disability, and funeral covers. Long-term investments.
iTransact
Various long and short investments.
Assupol
Funeral and life policies.