Allan Gray
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We believe in independent financial advice

We recognise that most investors benefit from the advice of independent financial advisers in setting and achieving long-term investment objectives. For this reason, we value the relationships that we have built with many independent financial advisers.

We are committed to nurturing and developing these relationships, and ensuring that independent advisers receive the support they need to maintain their independence and grow their businesses.

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Products

The Allan Gray product range 

We offer investors access to an uncomplicated range of products and underlying unit trusts.

Whether your clients are looking to save for their children’s education or their retirement, draw a regular income or put money away for future plans, they are able to choose from a range of Allan Gray products that best suit their investment needs.
 
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Online Tools

Online Tools

Once you have received your Allan Gray IFA code, your online account allows you to monitor and manage your clients' investments in a secure environment.

Our highest priority is to ensure that all our online interactions are as secure as possible. With a few basic precautions on your part, and our stringent and continuously updated security measures, you are assured of the highest levels of privacy. 

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Support Initiatives

Support Initiatives

To help you meet the challenges of managing an independent advisory practice in a constantly evolving environment, we have established specialised support structures and services.

Highly trained service consultants are available to respond to your business needs. As your practice grows and your needs change, you may need more personalised service, which you will get from a Business Development Consultant or Manager.

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Communications

Communications

We send out regular communications to keep you up-to-date and informed of regulatory and procedural changes that may affect our business and your clients.

We also send you monthly, quarterly and annual publications, which contain content that may be of interest to you and that you may wish to share with your clients. Our primary method of communication with you is email.

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Fees

Fees


You may receive both an initial and an ongoing fee which must be negotiated with and approved by your client.

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