What does Accredinet offer me as Financial Advisor?

  • Clients remain my property
  • We expect a minimum production figure of our Financial Advisors
  • I have access to personal Group Life Insurance
  • I, as a Financial Advisor, have access to the placement of:
    • Medical funds for groups (4D Health)
    • Employee Benefits (4D EB)
    • Short-term business with all national insurers
    • Investment and asset management (4D Wealth - a Cat II Asset Manager)
  • 4D Wealth Funds are structured to comply with FAIS requirements
    • Financial Advisors have access to the Discovery Escalator Funds
  • Free:
    • Key Individuals
    • PI insurance - R 5 million
    • Astute
    • atWORK's online Financial Needs Analysis (FNA)
    • Get a Corporate Identity
  • Bold Moves (Pty) Ltd:
    • Business continuity by Bold Moves (Pty) Ltd
    • Retirement mechanisms and preferential takeover by Bold Moves
    • A lump sum is paid to dependants on broker's death or disability
    • A safe medium through which you can sell your brokerage at retirement