How To Invest In Consistent Performance

1. Choose a Fund

Invest in an exceptional product suitable for you.

CENTAUR BCI
BALANCED FUND The Fund is Regulation 28 compliant and is suitable for investors who are planning for their retirement or who plan to draw an income from their investment.

CENTAUR BCI
FLEXIBLE FUND The Centaur BCI Flexible Fund is a flexible portfolio that aims to provide investors with high long-term capital growth. The fund has a moderate to high risk profile.

CENTAUR BCI
SA EQUITY FUND The Centaur BCI SA Equity Fund invests in South African shares where we utilise stock picking to try outperform the Fund’s benchmark.

OFFSHORE PORTFOLIO This is an individual offshore share portfolio which aims to outperform its benchmark.

2. Application Forms

Application Forms

1. First we conduct a standard FICA Risk Assessment.

Complete the applicable form below and email it with a copy of your ID to admin@centaur.co.za or call us on 021 685 2408.

Risk Questionnaire
(Individuals)

Risk Questionnaire
(Companies/Trusts)

More information on DPEPs, FPEPs and PIPs

2. Application Form

Once the assessment is complete, we will send you the Application Forms and FICA requirements.
Email the documents to admin@centaur.co.za, and we will submit them our administrator, Boutique Collective Investments (BCI) on your behalf.

3. Confirmation and Payment

Confirmation and Payment

Once BCI have completed their Due Diligence and confirm all is in order, we will send you the bank details for deposit. Unless you have chosen the once-off debit (lump sum) or monthly debit order option.

When we receive your proof of deposit, your account will be opened, and your funds invested. This usually take 1-2 business days.

Thereafter, you will receive an electronic Welcome Letter with your account details as well as your first statement.

START INVESTING TODAY

Have you selected the Fund best suited for you or are you looking for more information on the investing process?
Complete your details and we will contact you.