Portrait of Trisha Jorge, Head of Retail Business at Sygnia

Sygnia Financial Advisors

It’s time for a new choice.

Why should I partner with Sygnia?

Our dedicated team is ready to back your business at every step. From personalised support to expert investment insights, we deliver everything you need to succeed.

Tailored to your client’s needs

Boost your business and keep clients in your corner with investment options that deliver results.

Our funds

Choose from South Africa’s most popular funds, including our own flagship unit trusts and ETFs.

Ways to save

We offer a range of products to suit whatever your clients are saving for.

Ready to help

Get in touch with our team to chat about how we can work together.

Our top 5 funds

These are the five Sygnia unit trusts and exchange traded funds with the strongest monthly returns.

Actively Managed ETF

Sygnia Itrix FANG.AI Actively Managed ETF

Unit Trust

Sygnia FANG.AI Equity Fund

Exchange Traded Fund

Sygnia Itrix MSCI Japan ETF

Exchange Traded Fund

Sygnia Itrix Eurostoxx50 ETF

Unit Trust

Sygnia Listed Property Index Fund

Sandy T, Findatael

“Staff are helpful and knowledgeable.
User interface is easy to work on.
Communication turnaround time is fast.
Forms and fact sheets are easy to find on the website.
Forms are easy to complete.”

Tom B, Bossure

“Working with Sygnia has been a consistently professional and rewarding experience. Their teams are responsive, knowledgeable, and diligent. These qualities mirror our own values and the way we serve our clients. The platform is user-friendly, and their fund offerings are both competitive and well-managed. Sygnia has proven to be a reliable partner in delivering value and service excellence. We appreciate their willingness to go above and beyond, and we look forward to continuing our successful relationship.”

Emile V, Adams Risk & Investment Brokers

“Sygnia is our preferred investment platform. Over the years we have built a great relationship with the team and they are always able to provide solutions to our queries. Sygnia delivers cost effective investment vehicles for our clients’ various needs, delivering investment returns that leave clients feeling confident that they are optimally invested.”

Anne F, Wimpie Barnard Financial Consultants

“Sygnia is a force to be reckoned with. Their administration is effective and quick, and the product offering includes almost everything available on the market. Sygnia boasts competitive administration fees and a wide range of in-house and external funds, with slightly fewer options than other big investment houses have. Their in-house funds have good, stable historic performance and affordable management fees, which make it a very attractive solution for any client seeking well-managed funds at a low cost with good returns. The ability to transact online is a huge bonus as it speeds up turnaround times and creates less paperwork.”

You talk – we listen.

Hear what our advisors have to say about their experiences with Sygnia.

Frequently asked questions

How do I become a Sygnia advisor?

We have a simple and streamlined application process and will appoint a dedicated consultant to help you navigate every step.

For more information, email us on retail@sfs.sygnia.co.za or call us on 0860 794 642.

Who owns the client relationship?

You do! We only seek to expand and enrich your relationship with your clients, and we will never contact your clients directly.

Do I need a different licence to invest in ETFs on your platform?

ETFs are regulated and registered under the CIS Control Act, so the licence you have to market unit trusts will be sufficient.

How do fees impact the bottom line?

In a world of low returns, fees matter more than ever. Effectively, fees reduce your returns. And over time, if you are paying higher fees, this reduction compounds in the same way that the interest on your investment does. As National Treasury noted in a 2013 paper on charges in South African retirement funds, if a saver could reduce their fees by 2% every year, over 40 years their retirement pot would be 60% bigger. Even saving 1% a year would mean that over 40 years your savings would be worth 25% more. Of course, if higher-expense funds perform better, this might be worth it. However, the reality is that most active managers do not beat their benchmarks, partly because their returns have been eroded by the higher prices.

Why should I work with Sygnia?

Sygnia allows you to streamline your practice so you can spend less time on paperwork and more time on the activities that add value to your clients and your business. You’ll be able to deliver a better experience to your clients while spending more time cultivating relationships and growing your business.

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Need help? We are here.

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Call us today

Call us on 0860 794 642 Monday – Friday, 8am – 5pm.

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Send us a message

Contact our support centre via retail@sfs.sygnia.co.za and we’ll get back to you as soon as possible. During business hours, we generally respond within 48 hours.

Why Sygnia