Integrity, Excellence, Growth,
Real Relationships and Family

These Are the Values That Define Us and Support Each Decision We Make

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Our core values

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Integrity

Integrity

Our foundation is one of integrity – we are determined to do the right thing at all times and in all circumstances. For us, living with integrity includes delivering on all our commitments, performing in a way and within parameters as communicated to all concerned and being fair and honest in all our dealings.
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Excellence

Excellence

We are committed to pursuing excellence. We strive to excel in every aspect of our business and to approach every challenge with a willpower to succeed. We believe that excellence is a mindset and an attitude, and should thus be reflected in all we do.
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Growth

Growth

We continually grow and refine our investment process to incorporate developments in the market, and new and more efficient ways to express our investment views. At the same time, developing and growing our people is key to achieving excellence. We also have a passion to explore new opportunities with our clients and grow in our partnerships.
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Real Relationships

Real Relationships

We build strong, open and honest relationships with all our stakeholders, including our clients, service providers and within the Fairtree family. The outcome of real relationships is mutual trust and respect within which authentic conversations can thrive.
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Family

Family

We value and respect our own personal families as well as the Fairtree family. We prioritize creating an environment where work and family are not in conflict as we are passionate to see personal relationships flourish. We believe this contributes very positively to a productive and rewarding work experience.

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Setting Your Investment Goal

There are various goals that an investor may be desiring to achieve. The important thing to note about goal setting is the element of time . Goals can range from short, medium and/or long term. Whether your reason for investment be for capital growth, for capital preservation, to save toward retirement, for income withdrawals, saving to buy a house, saving to go on a holiday or even investing towards your children’s education, no matter the reason, choosing the correct investment vehicle and fund is key. Fairtree Invest, specializes in multi-managed solutions that are strategically designed to meet their client’s bespoke investment goals. Would you like to start your journey?

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To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R1,000,000 for initial lump sum investments.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you

Invest Now

We will guide you along the investment process.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments.


STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. . A Fairtree consultant will contact you to discuss your interest in this fund. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments and R1,000 for debit orders.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

STEP 2:
Once you receive your email with a link to our secured Online Application process, click on the link. The template is set up to guide you through completing the application form. Along the way you will also be prompted to upload your FICA documentation: Proof of Identification, Proof of Residence as well as Proof of Bank Details (of which the latter two should not be older than 3 months)

If you are not sure what an acceptable Proof of Identification and Proof of Residence document might be, please click here for a list.

STEP 3:
Prescient is our administrator. Once they have received the application from us, processed it, confirmed that all is in order and the FICA verification has taken place, you will receive a Welcome Letter with your investor number and payment details from Prescient. You will also receive the link to the online Fairtree Portal where you can register to view your investments and submit future transactions online. Please allow 2-3 business days for their response.

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.