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Financial Services for South African Expats

A summary of our services is listed below:

  • Releasing “stranded assets”: bring your pension funds, endowments and other SA based savings out of the country legally and safely.
  • Managing what you have left behind: if you have assets back in SA that you want to leave there, we can manage them for you through our SA regulated company.
  • Replacing SA Life insurance: if you continue to pay for SA based life insurance it may be subject to tax in the USA; we can replace this cost-effectively with a tax-qualified US plan.
  • FATCA: If you hold assets such as investment accounts, mutual funds etc., outside the USA they will be subject to the Foreign Account Tax Compliance Act.
  • Favourable FX currency services through our relationship with Investec bank.
  • US IRA/401K and domestic investment account advice and on-going management.

We have qualified advisers both here in the USA and back in South Africa who can help and advise on any of the above.

Email derrick.wademan@abg-usa.net

 

Alexander Beard (U.S.A.), LLC, is a registered investment advisor with the California Department of Business Oversight: a member of Alexander Beard Group of Companies Limited. Registered in England No. 2144184. Alexander Beard Group of Companies Limited, Registered in England no: 2144184.