SOLID ROCK NEWS

OUR SERVICE - WEALTH MANAGEMENT

Wealth Management

Solid-Rock Securities Wealth Management Division offers innovative and proven wealth management solutions to our institutional and high net-worth clients.

Our approach is based on the belief that each customer has unique needs and will only entrust the management of their wealth to us if we guarantee returns that fit with their goals and aspirations. As such, our relationship managers are trained to offer personalized and professional advice that will serve the client's best interests. Solid-Rock Securities Wealth Management covers a broad spectrum of services including:

1. Private Fund and Asset Management
2. Portfolio Management
3. Specialised Funds
4. Trust Services
5. lnvestment Advisory
6. Equity Financing Services



For more information, please contact us.

FORM DOWNLOADS

Forms are in pdf format
Download Application forms
Individual Clients
CSCS Registration / Waiver Form
Inter-Member Transfer Form
Stock / Share Transfer Form
Mandate To Buy Shares Form
Mandate To Sell Shares Form
Download Product Brochures
Wealth Management Programme
Equity Trading Programme
Consolidated Fund Programme
 
SolidRock
Adobe reader is required to view these files  
 
 
SolidRock
Send Us Email - Clients
Webmail - In House (Staff)