Financial Advisor

Direct Access

  • Apply for a direct advisor FSP contract

Gain access to Secure Services (includes submitting client instructions online) and our Research Tool (with unique, income focused features).

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  • Tools and Brochures

Use our Investment Planning Tool to tailor the Marriott Solutions to best suit your clients' needs. View our brochures to find out more about our local and offshore Solutions.

Investment Planning Tool
Brochures

LISP Access

  • Search by fund, or by LISP or TFSA

Find and access Marriott funds via your preferred investment platform.

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  • LISP Tools

Marriott's local and international unit trust funds are available via various LISP platforms and a Tax Free Savings Accounts (TFSAs).

Platform: Unit Trusts

Local Investments

What do you want to do?

Minimum investment

Product

Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.

R50,000

Living Annuity

Draw an income from your personal wealth savings.

R50,000

Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Investment Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in currency accounts in £ or $.

£25,000 or $30,000

Smart International Income Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund