Start the Investment Process

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0861 2000 700

Already working with Bard Santner?

Every 30 days we update you on your portfolio. We will schedule periodic meetings to keep you appraised on what you have and what else we can offer to compliment.

Common Questions

You fill out a mandate form and furnish us with the requisite Know Your Customer

1. Certified copy of ID
2. Certified proof of address valid within 3 months
3. Proof of income

Our Financial Advisors and Administrators will assist with any queries on your

You will receive statements every 30 days and we will meet quarterly for reviews.

Questions? We are ready to help.


0861 2000 700


5th Floor Beverly Court, 100 Nelson Mandela Avenue, Harare

    Segregated High Income Fund - USDSegregated Equity Fund - ZWL
    High Income Fund - USDSegregated Equity Fund - ZWL