Products and Services

SA Bullion provides investment services and products to clients such that they may gain exposure to title-owned physical gold bullion as a form of hard currency investment and as an alternative to holding cash in the bank denominated in local currency.

To this end the firm offers:

Differences between the two relate to issues of regulatory licensing, financial advice, administration, reporting and scale.
 

Institutional Gold Portfolio

  1. Manager
    SA Bullion Management (Pty) Limited
     
  2. Objective
    This portfolio has the objective of providing large institutional clients with full exposure to title-owned physical gold bullion.
     
  3. Target Market
    The firm offers segregated portfolios for trusts, foundations and other commingled institutional clients.
     
  4. Portfolio Description
    Clients are invested in gold bullion at large-volume wholesale prices. Clients’ bullion is segregated in a high security facility. An overriding objective is the minimization of transaction and holding costs such that the service offers the most compelling value for physical gold-owning investors. The service is offered by SA Bullion Management (Pty) Ltd
     
  5. Minimum Investment
    In order to qualify for wholesale fee rates a minimum investment of R1 million is required.
     
  6. Further Details
    For further details go to the menu item Institutional Investors or click here.
     

The BullionGold Facility

  1. Manager
    SA Bullion Investor Services (Pty) Limited
     
  2. Objective
    This product has the objective of providing private investors, either with or without financial advisors, with full exposure to title-owned physical gold bullion.
     
  3. Target Market
    The product is offered to private investors (including their juristic entities eg family trusts) and financial advisors.
     
  4. Portfolio Description
    Clients are invested in gold bullion at wholesale prices. Clients’ bullion is segregated in a high security facility. An overriding objective is the minimization of transaction and holding costs such that the product offers the most compelling value for physical gold-owning retail investors.
     
  5. Investment Restrictions
    Debit order business has a minimum of R500 and a maximum of R50,000 per month. Lump sum investments are not specifically limited and subject only to the overall limits of SA Bullion. Lump sums for phase-in over a period of 3 to 6 months are subject to a minimum of R100,000.
     
  6. Further Details
    For further details go to the menu item Private Clients or click here.

Development-stage Products

SA Bullion Management is developing investment products in the following areas:

  • Domestic silver bullion mandate;
  • Offshore silver bullion mandate; and
  • Offshore gold bullion mandate

The development and timing of these products cannot at this stage be guaranteed as numerous regulatory hurdles are yet to be overcome.