SCOTTBURGH FINANCIAL ADVISOR

Mr. IVAN BERNARD DOWN
Mr. Ivan Bernard Down
MEMBER SINCE 2008
Firm IBG Sureinvest
Suburb Scottburgh
Address Arbuthnot street, Scottburgh, 4180
See Map
GPS -30.758457, 30.273893
FSP Licence 17634
Languages English/Afrikaans (in order of proficiency)
Email
Tel 976 1642
Fax 978 1838
Website www.ibg-sure.co.za
Qualifications
Higher National Diploma Accounting Business Admin,Certificates in Proffessional business Management,Certificate in Six step process and compliance,busy with post gradute diploma in Financial Planing
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Offshore Trusts and Business structures. Retirement Income Planning

OTHER SERVICES

Business Plans, Offshore Trusts and Business Structures

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Stanlib, Aims, Old Mutual International, Standard Bank Offshore, Dynamic wealth stockbrokers, PIC Syndications, Via Kwanda Sharemax, Investic, altrisk, MS Life, Odyssey, Hollard

EXPERIENCE

1984 NBS,1985 OLD Mutual Group Schemes,1986 Lifegro/Momentum as Broker consultant,1991 Stanfin as Broker,1997 IBG Sureinvest and on the board of various companies. Member of FIA (LUASA)since 1987 Membership number 4107.
Broker production club numerous occasions, National Performance Award, Broker of the year 1996 for Stanfin and numerous overseas trips.
CEO of Underwriting Manager for niche products

ABOUT FIRM

IBG Sureinvest is an authorised financial services provider and has being operating for 12 years. The company deals with local and offshore financial companies. IBG has clients throughout South Africa and abroad. The company prides itself with excellent service and honesty and integrity.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R250.00
Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.