frequently asked questions

For answers to commonly asked questions please click any of the sections below. If we have not answered your question please contact us.

Who is is South Africa’s #1 financial migration solution.

Why should I use
  • Authorised financial services provider. Regulated by the South African Financial Services Board. FSP # 42872.
  • Approved South African Reserve Bank foreign exchange intermediary.
  • South Africa’s Financial Centre Act (FICA) accountable institution
  • Financial Advisory and Intermediary Services Act (FAIS) compliant.
  • Internationally Accredited Professional Provident Society (PPS) Broker.
What does do?

We provide a fully-integrated financial migration solution to assist South Africans who need to transfer funds from and to South Africa. Our services comprise:

  • early retirement annuity surrender
  • unclaimed policy search
  • foreign exchange transacting
  • tax compliance, consulting and refunds
  • inheritance transfers
  • financial migration planning
  • bank accounts
Where do I find
  • South African office
  • Australian office
Does sub-contract services to any of third party companies?

No we don’t. In order to ensure client confidentiality and effectively manage turn around times all services are rendered by our inhouse specialist team.

How secure is my personal information when entrusted to

For your safety our website and online forms are GeoTrust® SSL Secured to guarantee personal and private information is protected. We comply with the Consumer Protection Act (CPA) and the Protection of Personal Information Act (POPI).

When appointing to move my money - do you have access to the funds?

No we don’t.  We act as your agent to facilitate the transfer process and never have access to or control over your money.

How do you charge for your services? quote and charge fixed service and solution based fees.. To explain the solution and confirm professional fees we assess each client’s situation by way of personal consultation. Payment takes place once agreed upon successful service completion.

No deposits are required.

What is the difference between emigration and immigration?

Immigration (physical relocation) to another country from South Africa. Emigration (financial emigration) – from an exchange control perspective, is the financial exit from South Africa .

On completion of this process your financial status in South Africa changes from resident to non-resident.

Does emigration affect my South African residency status?

Emigration (also referred to as formal or financial emigration) does not affect your birthright, citizenship or the right to retain your South African passport.

Can I come back to South Africa after I’ve emigrated?

As a global citizen of the world you are free to return as and when you please.

Once a South African always a South African.

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