Welcome To Bay Union IPS (Pty) Limited Cocktail Function

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Transcript Welcome To Bay Union IPS (Pty) Limited Cocktail Function

Welcome To Bay Union IPS (Pty) Limited Cocktail Function

19 th November 2012

Agenda  Who are we?

 What services do we offer?

 Why choose Bay Union IPS (Pty) Limited as your financial partner?

 Questions & Answers

Who are we?

   Founded in 1990, Bay Union is an independent organisation, providing clients with a wide range of innovative specialised financial services.

Nando Menin is the Director and has over 30 years experience in the financial services industry.

Joined by Lee-Anne Gow & Michael Heron, who are Certified Financial Planners & collectively have over 30 years experience in this field.

What Services Do We Offer?

 Estate Planning  Wealth Creation  Investment Management

Why Choose Bay Union as your Financial Partner?

 Passionate about providing financial solutions that work.

 Professional – we comply with the FAIS Act and abide the Act’s Code of Good Conduct  We view our clients as our family.

Questions & Answers?

CONCLUSION  Thank you for joining us this evening.

 We look forward to having you join the Bay Union Family Presented By: Taryn Farnaby