Being an effective wealth advisor you must not only be a knowledgeable investment consultant and financial planning expert, but you need to understand your clients’ needs and respect their emotional attachment and understanding of money. As such my investment approach for clients are ensconced in my core value of treating all clients fairly and with respect with the knowledge that reciprocal respect leads to trust. Respect and trust must be earned!
Certified Financial Planner® with the Financial Planning Institute of South Africa | CFP®.
ANNOUNCEMENT
FVV Ci Fund of Funds Ballot
Dear Investor,
All investors in the FVV Ci Fund of Funds range (established under the Ci Collective Investments scheme (“Ci”)) were sent a ballot letter on 30 June 2026 regarding the proposed change of the Fund Structure from Fund of Funds to Standard Funds.
The FVV Ci Fund of Funds will be converted into Standard Funds, which will continue to be managed by FVV Capital:
OLD NAME
NEW NAME
FVV Ci Conservative Fund of Funds
FVV Ci Conservative Fund
FVV Ci Moderate Fund of Funds
FVV Ci Moderate Fund
FVV Ci Growth Fund of Funds
FVV Ci Growth Fund
FVV Ci Flexible Growth Fund of Funds
FVV Ci Flexible Growth Fund
If you have not received your ballot letter and supplementary information or have any additional questions, please contact your appointed Financial Advisor. Alternatively, you can call Ci Collective Investments on 0861 000 881 or email Ci at clientservices@cicollective.co.za.
The closing date for the return of ballot votes is 12 August 2026, and the effective date of the change will be 1 October 2026.
