At Legacy, we always act in the best interests of our clients, resourcefully managing their wealth and ensuring the optimal performance of their investments. We measure our success by our clients’ financial growth and by the outstanding quality of the services we offer.

In keeping with the above philosophy, we invest only with major registered banks, so as to ensure we get the most competitive rates available on the invested funds.

Legacy administers funds via segregated Money Market accounts. The two cash management platforms currently on offer are:

• Investec Corporate Cash Manager
• Nedbank Corporate Saver

The Nedbank system is slightly different from Investec's but follows the same principles with similar term period options. The interest rate payable by Nedbank (which is slightly below that which we were able to negotiate with Investec) takes into account the stability of the balance of funds in your account when determining the rate payable.

These online banking administration systems allow us to manage funds, open accounts and transact on the client's behalf in a cost-effective and efficient manner.

In addition, the Legacy Money Market offers the following:

• Immediate access accounts
• Options to invest with 30, 60-, 90-, 180- or 365-days term deposit accounts
• Options to invest with 32, 60- day Notice Accounts
• Property Purchase bank guarantees against funds on deposit
• Financial planning, and asset management and financial needs analysis by Portfolio Bureau Private Wealth Management