Offshore Investments

BP Bernstein Offshore Investments

In recent years, South Africans have experienced a weakening Rand against all major currencies. This, coupled with the volatility in our currency, has led to a growing number of investors seeking investment opportunities abroad in order to diversify their investment risk, and effectively "hedge" their portfolios against the declining Rand.

Now, with our international representation through BNP Paribas, our clients will be able to choose from a wide and diverse range of investments products, many of which are not available here in South Africa. Investors will benefit from our exposure to global markets and expertise.
Our on-the-spot statement reporting will assist in making the most beneficial choices for your offshore portfolio.

Who can invest offshore?

Every natural person, who is 18 years or older, a South African citizen and who is a registered taxpayer, is entitled to invest R2 million offshore through their Offshore Investment Allowance.

With our Rand-denominated offshore investment options, our clients can invest abroad using Rands. There is no need for you to apply to the South African Reserve Bank for exchange control approval.

BP Bernstein will use its asset swap capacity to buy foreign investment products, on behalf of our clients, through our offshore 'partner'.

The benefits of investing offshore

Diversify your risk:

Spread your risks over more than one market. South Africa is considered a high risk, emerging market.
Access steady investments in developed countries.Invest in structured products not available in South Africa.

Increased investment opportunities:

Invest in structured products and hedge funds that are currently not available in South Africa.
Foreign currency fixed-period bank deposits, foreign government and corporate bonds
Foreign venture capital and many other options.

Rand hedge:

With investments in foreign currencies that offset any decline in the values of the Rand (and therefore the value of your local investments).

Higher potential earnings, and higher potential capital gains. Overseas investments are likely to improve the risk/return ratio in any portfolio.

BP Bernstein as your Asset Manager

Choosing us as your local investment manager carries the significant advantage that we will be more easily accessible should you need to communicate.

Clients will be able to visit our local office and get an up-to-date report of their offshore investments

Through constant communication between ourselves and our offshore 'partner', we will offer you expertise in all the world's major financial centres.

BP Bernstein can act exclusively as a "one-stop" investment house for our clients, representing both their local and offshore investments, whilst continuing to offer our clients the personal touch that we have built our reputation on, over the last 60 years.

•BPBernstein is a registered FSP in terms of CFD's and Offshore Investments. License number 40810.