Solutions for Investment Clubs

Why start an Investment Club

Community saving schemes known as Stokvels or investment clubs remain a popular way of saving for many South Africans; however the improved way of managing stokvels is by putting money away for investment and creating wealth rather than saving up and using these savings for day to day living and burial societies.

Investment Clubs provide a great way for those who are new to investing to get involved in the investment market and learn more about investing in a group setting.Each member is required to make a modest monthly contribution and these funds are pooled to purchase shares in the stock market. Pooling of funds allows investors to purchase a wider range of shares than would be possible if they were investing their funds individually.

Investment Clubs also allow investors to share ideas about the market and make informed investment decisions together as a group. It provides a great opportunity for new investors to gain experience and knowledge about the markets in a group setting.

Why invest with Thebe Stockbroking

When you start an Investment Club it is important that you choose a stockbroker that will be able to support you throughout the process. At Thebe Stockbroking we will provide you with a template of all the forms you will require to start your Investment Club. Once your Investment Club has opened an account at Thebe Stockbroking you will have access to the following services:

Each member will have full access to the Thebe Stockbroking online account to view the portfolio holdings and value at any point in time
Full access to Thebe Stockbroking private clients team where private client traders will be able to provide trading guidance
Frequent company and economic research and daily market updates covering local and foreign markets which will ensure that all club members are able to make informed decisions
Quarterly Investment Club presentations by Thebe Stockbroking analysts/private client traders held at Thebe Stockbroking
With our Thebe Markets Mobile Application club members can stay in touch with their favorite stock picks. See what the professionals have in their stock baskets. Be current on local, continental and global financial news – anytime and anywhere you want it. Get FREE daily alerts on trading strategies, market wraps at midday and close of business. Get in-depth research delivered straight to your device – FREE!

Getting Started

Thebe Stockbroking will provide you with assistance in getting your Investment Club started. When using Thebe Stockbroking as a Trading and Investment partner, Investment Clubs will have access to a Private Client trader who will execute orders on their behalf on instruction by the nominated Club representative. Once the trade has been executed, confirmation of this transaction will be sent to the Investment Club for safe keeping.

Support

Thebe Stockbroking will be there to support you every step of the way. Should you ever have queries or need assistance please do not hesitate to call us on 011 375 1000.Once you are ready to set up a quarterly presentation for your Investment Club, contact us on 011 375 1000. Please feel free to make special requests with regards to market segments or shares you would prefer for us to cover in these presentations.

As an independent full service brokerage Thebe Stockbroking (Pty) Ltd is a member of the following organisations: