The below FSCA regulated companies, who conduct asset management and investment services, are owned by Orion Investment Managers (OIM). These subsidiary companies operate in a number of different jurisdictions, and each provides investment management and products to their clients. Orion Investment Managers, is, in turn, owned by Spirit Invest International, which owns a portfolio of companies in the investment sector.

Cadiz Asset Management (Pty) Ltd (Reg. No. 2013/118580/07) is an authorised financial services provider (FSP 45442)
Accorn Investment Management (Pty) Ltd (Reg. No. 1997/004306/07) is an authorised financial services provider (FSP 1218)
Palmyra Asset Management (Pty) Ltd (Reg. No. 2017/386924/07) is an authorised financial services provider (FSP 49020)
Starfunds.ai (Reg. No. 2016/406106/07) is an authorised financial services provider (FSP 51379)
Capita Asset Management (Pty) Ltd (Reg. No. 20121/732929/07) is an authorised financial services provider (FSP 52328)
Investin Asset Management (Pty) Ltd (Reg. No. 2023/142370/07 is an authorised financial services provider (FSP 53640)

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Actual annual figures are available to the investor on request. Investments in foreign securities may include additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk, as well as potential limitations on the availability of market information. Boutique Collective Investments (RF) Pty Ltd retains full legal responsibility for the third-party named portfolio. Although reasonable steps have been taken to ensure the validity and accuracy of the information in this document, BCI does not accept any responsibility for any claim, damages, loss or expense, however it arises, out of, or in connection with, the information in this document, whether by a client, investor or intermediary. This document should not be seen as an offer to purchase any specific product and is not to be construed as advice or guidance in any form whatsoever. Investors are encouraged to obtain independent professional investment and taxation advice before investing with or in any of BCI/the Manager’s products.