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 ALAN FERGUSON  Alan Ferguson
Employer Private Client Holdings
Suburb Claremont
Address 46 Main Road Claremont , Cape Town
FSP License  FSP Licence 613
Languages not specified
Email
Tel 671-1220 Cel 072 6988487 Fax 671 1149
Website www.privateclient.co.za
Qualifications
  • Bachelor of Science in Business Administration
  • Managerial Advancement Programme
  • Associate member of Financial Planning Institute
  • Registered Financial Services Provider
  • Sanlam Advisor & Senior Advisor Certificate
  • SERVICES 
    Financial Advisors Fields of Specialisation Share portfolio management.
    Services Retirement Planning
    Investments
    Estate Planning
    Life and Disability Assurance
    Medical schemes
    Business Assurance
    Offshore Investments
    Group Schemes
    LATEST NEWS & VIEWS:
    EXPERIENCE
    30 years experience in the financial services industry.
    Numerous production awards including Old Mutual 51 Club membership.
    Sanlam Regional Manager, Johannesburg Region, Rosebank Region & Sandton Region. 12 years.
    Sanlam Regional Manager of the Year Gauteng Region, Life, PPS, and Unit Trusts 3 years.
    Current Senior Portfolio consultant (share porfolios), unit trust portfolios, Hedge Funds, Offshore Investments and Life Assurance.

    Sport: Ex Springbok and Protea Powerlifter and ex Provincial rugby player.
    International Powerlifting Federation Board member responsible for powerlifting in Africa.
    Rotarian
    OTHER LISTED MEMBERS OF THIS FIRM
    COMPANIES REPRESENTED  Financial Institutions South Africa
    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum R50,000
    Recurring monthly R500
    Financial Advisor Fees  Remuneration Commission only
    Legal structure of employer (Pty) Ltd company
    Number of staff in Financial Advisor organisation 21 - 50
    Professional indemnity Insurance  Indemnity insurance Insurance yes
    Value not specified
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