HOW TO INVEST

CORE MODEL PORTFOLIO

In order for advisers to access the Core Model Portfolio suite their codes need to be logged with the respective LISPs. Please contact us using your preferred method below and our team will assist in setting this up:

Email: dfmservice@mitonoptimal.com
Call: +27 21 689 3579

TAILORED MODEL PORTFOLIO

Please contact us on your preferred method below and we will arrange a meeting/call to discuss the options surrounding our Tailored Model Portfolio Service:

Email: dfmservice@mitonoptimal.com
Call: +27 21 689 3579

COLLECTIVE INVESTMENT SCHEME

To invest in one of our IP CISs, please download the application form below or from the relevant fund page.

Submit the completed form to

newbusiness@mitonoptimal.com

TAX FREE SAVINGS ACCOUNT

CIS:

To invest into the TFSA via an IP CIS please download the application form below or on the relevant fund page.

MODEL:

To invest into the TFSA via a Model Portfolio, please contact us using your preferred method into order to log your adviser code with the relevant LISP.

Submit all completed forms to newbusiness@mitonoptimal.com  or call: +27 21 689 3579

Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa

Go to MitonOptimal Group

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.