A FRESH AND INNOVATIVE TAKE ON
FINANCIAL SERVICES

Mercato is a South African financial group offering Bespoke Financial Services, Global Market Brokerage, Unit Trust Advisory and Portfolio Management, which are specifically tailored to clients’ needs.

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BESPOKE FINANCIAL SERVICES

Cash Management Solutions

Grow your available personal or business funds through a range of flexible Corporate Cash Management (CCM) deposit accounts. Decide on how much access you need to your funds and select the right account accordingly.

Foreign Currency Transfers

We offer efficient, cost-effective and professional forex transfer or currency exchange services to individuals and corporations needing to buy or sell currency internationally.

Hedging Strategies

We provide our private and institutional clients with dynamic, tailor-made hedging strategies and we are well placed to provide insight into such strategies and the pricing thereof. We assist our clients with risk-mitigation (or elimination) across our principle areas of speciality (Forex and Commodities)

GLOBAL MARKETS

Mercato represents an experienced team of professionals dedicated to supporting clients in the successful execution of their local and international investing strategy. Our skilled team provides support and guidance throughout our clients‘ investing or trading execution either through our online self-service or full service offering.

UNIT TRUST ADVISORY

Our dedicated investment team has the proven skills to manage risk by
evaluating unit trusts that suit your specific investment objectives.

Unit Trusts

We can assist you to create and grow your investment portfolio through a range of the world’s leading unit trusts that offer you a seamless way to plan, manage and secure your future financial well being.

Retirement Annuities

Saving in a Retirement Annuity is an effective way to save for retirement because part of your retirement annuity contributions reduce your taxable and when you retire, you may take up to one third of your accumulated savings in a cash lump sum. The rest is used to provide you with a monthly income.

Tax-free Saving Accounts

Every South African (including children) can save R30,000 per annum, up to a maximum of R500,000 per individual per lifetime. All gains (income and capital) within the investment are tax-free.

PORTFOLIO MANAGEMENT

Whether you choose a discretionary mandate or an advisory mandate, Mercato’s investment solutions are based on a rigorous selection process and strict risk management. Our clients have access to a wide choice of global strategies and separately managed portfolios are constructed in a focused and disciplined way to achieve client objectives.

Open a Mercato account for an individual or corporate in 3 easy steps


Create an account

Complete your application by following the “CREATE AN ACCOUNT” link below.

Submit your FICA documentation electronically

To meet our obligations, we need to confirm your identity. Please email your FICA documentation to support@mercato.co.za using your ID number as reference.

Fund your account

Deposit funds into your CCM bank account* and send proof of payment to support@mercato.co.za.

* The Investec Corporate Cash Manager (CCM) is an exclusive call account from Investec Private Bank. The account is opened in the client’s own name and funds can be moved at the client’s discretion to his/her investing or trading account. Mercato Financial Services, a division of Lentus Asset Management (Pty) Ltd, as the intermediary, administers the funds on behalf of their clients through an administrative system situated at their offices in Rosebank, Johannesburg.

Twitter-feed

Major currencies: USD/EUR $1.1793| ZAR/USD R14.2206 | ZAR/EUR R16.7720| ZAR/GBP R18.8287 #currencies #trading #forex #dollar
about 3 days ago | @MercatoTrading