Citadel Investment Services Proprietary Limited is an authorised financial services provider.

OVERVIEW

As specialist wealth managers and thought leaders, we have a spirit of innovation in our blood. Fuelled by inquiring minds and deep expertise, we're constantly developing initiatives that build and strengthen our relationships and networks.

Whether we are pioneering objective research and analysis for the art community, or exploring opportunities to create new networks, our projects are always centred around providing value and unique insights and creating
authentic connections.


Here are just a few of the initiatives we currently have underway:

REACH OUT 2015

It’s not only the financial landscape that we’re interested in, we care about the development of individuals and
local communities too.


As Citadelions, we have experienced the joy and fulfilment of giving of our time as well as personal contributions
to communities close to our hearts over the last year. We firmly believe that by giving, we receive so much more.
Various projects were hosted by the different offices during 2015.


ENGAGING WITH COMMUNITIES

Relationships, both internally and externally, are fundamental to Citadel’s ethos. Therefore, engaging and experiencing
the joy of making a difference is reflected in our many reach-out projects during 2015. For us, there is no
greater illustration of the impact of what we do than that expressed in the words of Lebanese-American artist,
poet, and writer Kahlil Gibran: “I slept and I dreamed that life is all joy. I woke and I saw that life is all service. I
served and I saw that service is joy.”


Here is just a touch of that joy created over the year:


CUPCAKES FOR HOPE

This project focuses on raising funds to assist children with cancer. Citadel’s Pretoria office was alive with
excitement when employees baked a variety of goods which were sold during the Cupcake for Hope cake sale.
All money raised was donated to this worthy project.

WELCOME WINTER

Offices on a national basis, including some clients, wanted to share the warmth over winter. Each office donated
blankets, clothes and shoes to charities within their respective communities.


GO GREEN

Sixty-seven trees were planted on the grounds of Mamelodi Hospital in Tshwane. The aim of the project was to
create a more natural environment in Mamelodi but also to provide shade for the many visitors and patients
waiting to receive medical treatment at the hospital. A more green environment also creates a sense of life,
health and hope.


SIBONILE SCHOOL FOR THE BLIND

Each office has an allocated reach-out budget. Citadel and Peregrine employees, however, went over and
above by personally contributing to the plight of these special needs school children in Klipriver outside Meyerton.
This allowed 192 children to benefit. Heaters were purchased for the classrooms and bedding was bought to
allow the children to enjoy a warm and comfortable night’s rest.


PARTNERS FOR POSSIBILITIES: PUTTING SCHOOL AT THE CENTRE OF COMMUNITY

Partners for Possibility aims to contribute to the transformation of education in South Africa one school at a time.
At the heart of the initiative is a partnership process, which joins business leaders with school principals from under-
resourced schools across South Africa. In a year-long journey, the two leaders collaborate to make an
impact on the schools that have been identified as distressed or ‘at risk’. The business leader and school principal
engage through mentoring, coaching and specific leadership interventions. Our HR Director, Marina Knox, has
partnered with principal Getrude Mafako from Bona Lesedi Secondary School in Mamelodi.


DOMINICAN SCHOOL FOR THE DEAF

Our Claremont and Tygervalley offices responded to the needs created during Cape Town’s long rainy winter
months. A total of 110 Citadel, Peregrine and The Wealth Corporation employees worked in unison to decorate
and pack boxes with toiletries to supply to the children of the Dominican School for the Deaf. Rain jackets were
also purchased and supplied to provide children protection from the elements. The project benefited 228 day
scholars and 110 boarders.


FLOWER-POWER FOR A GOOD CAUSE

Casual day stickers were purchased to support people with disabilities. The added benefit was the fun this created
in Citadel’s offices with ‘Unleash the hippy within’ selected as the theme for 2015.


STREET STORES

Ninety Citadelions from our Cape Town office donated clothes and shoes and organised a flea-market/street
store where underprivileged people could shop without having any funds – individuals could choose items at no
cost. The currency of the day was dignity and making a difference.


CULINARY JOURNEY THROUGH CULTURES

The Pretoria office embarked on a journey to learn about different cultures through food. Dishes for sale ranged
from dolmades to koeksisters. Money raised from this project was donated to the Alma School for learners with
intellectual and physical disabilities.

 INSPIRATION INDABA


As a proudly South African company, we recognise the incredible inspirational stories that our country has to offer, and we believe these stories should be shared. The Citadel Inspiration Indaba creates a platform where
South African thought leaders can share their stories, and where you can realise your own potential through the stories of others. We recently hosted the second annual Inspiration Indaba in Johannesburg.

CLICK HERE FOR HIGHLIGHTS.


Be inspired. Visit the Inspiration Indaba website


THE 2016 CITADEL INVESTOR/BELEGGER


As you settle down to enjoy this issue of Investor/Belegger, you will see articles ranging from tax and transparency, to property investing and pension funds. We’ve gathered articles which talk to your lifestyle too.


Kindly contact us for a printed copy.
Click here to order an Investor (English magazine).
Click here to order a Belegger (Afrikaans magazine).


Happy reading.