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 currently administers funds via Investec Private Bank’s Corporate Cash Manager System and Nedbank’s Corporate Saver. 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. Through using these systems, Legacy is able to inter alia:

• Open accounts in the client’s name
• Make electronic payments
• Extract statements
• Ensure competitive rates on funds invested
• Send payment confirmation via SMS, email and/or fax
• Make payments to third parties
• Schedule regular payments

In addition the Legacy Money Market offers the following:

• Call accounts
• Options to invest with 30, 60, 90, 180 or 365 days term deposits
• Free banking
• Highly competitive returns
• A secure banking environment