Transparency. That’s been our approach to costs and fees since our founding.
Citadel meets all the requirements of the Financial Advisory and Intermediary Services Act on disclosure of fees and costs. We are also proud members of the Association for Savings and Investment South Africa, and comply with their disclosure related standards.
We offer various different fee structures. Some of these include a fee based on the performance of your portfolio managed by us. We believe all our fees are market-related and we offer the real benefit of a personalised, fully-integrated investment solution.
When you compare like with like, Citadel offers true value.
In terms of our mandate with a client, we undertake to give a client 60 days’ notice of any fee adjustments. There is no lock-in strategy and a client can terminate a mandate with 60 days’ written notice, without penalty.