Kgori Secure Services
Managing one’s investment portfolio can sometimes seem like a daunting task. However ,we do not believe this needs to be the case.
With this in mind, Kgori Capital is excited to bring to market a secure web-based solution that provides the most convenient way to obtain and manage one’s portfolio and investment information for all of our Unit Trust investors. This convenient solution comes as part of the Value Added Services offered to our beloved clients, as we seek to take the trouble out of investment management,in many ways.
What does that look like?
Picture this: no queues, no office hours, and no endless telephone calls. Simply put: less limitations and much, much more convenience! We call this Kgori Secure Services, because we at once ensure your peace of mind to allow you to feel secure and supported, as well as protecting your financial securities.
Our Kgori Capital’s Unit Trusts’ secure site, the Kgori Capital Online Portal, enables you to:
- View your full portfolio of Unit Trust investments;
- Extract your statement and transactions;
- Buy, sell and switch units (transact online);
- Amend personal contact details; and
- Download the latest fund factsheets.
Via the Kgori Capital Online Portal, the Transact Online functionality enables transactions such as buying, selling or switching to be processed online.
The transactions are processed in a secure environment and require a One-Time-Pin(OTP) to go through. This ensures you are wholly protected at all times. The portal also caters for additions of new debit orders or regular withdrawals to the investors’ funds.
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