Diversitas Wealth® (Pty) Ltd.

www.diversitaswealth.com

Wealth Managers of International Pension Funds, Retirement Plans & Life Assurance, serving Expatriates of the United Kingdom, the European Union, Hong Kong, Japan, Australia and New Zealand. Our Value Proposition is in tax-efficient Asset Allocation & Fund Management with primal aim of improving the funding positions for Pension and Annuity amounts, in risk-adjusted fashion. Our vision is for clients to have a healthy financial well-being during retirement in chosen diasporic nation, being able to meet all recurring and emergent financial needs, desires too, and to provide amply an enduring financial security for their loved ones. Our Intermediary endeavours involve the retailing of Life Assurance products, Trust Administration facilities and Tax-free Savings accounts from Europe's largest Insurance Houses & Wealth Advisories. Such endeavours also expand into the Consolidation, Transference, Investment Management & Fiduciary Management of Pension Fund and Retirement Annuity amounts. We make use of various flexible, tax-relieving, HMRC-recognised, IFRS-governed, Pension Transfer Schemes, Pension Fund vehicles and Retirement Plans. Diversitas Wealth seeks to grow into brokering a broader range of financial services and serve more nationalities, within the coming years. 𝑫𝒊𝒗𝒆𝒓𝒔𝒊𝒕𝒂𝒔 𝑾𝒆𝒂𝒍𝒕𝒉® (𝑷𝒕𝒚) 𝑳𝒕𝒅. 𝒊𝒔 𝒂 𝑩𝒂𝒉𝒂𝒎𝒂𝒔 𝒊𝒏𝒄𝒐𝒓𝒑𝒐𝒓𝒂𝒕𝒆𝒅, 𝒍𝒊𝒄𝒆𝒏𝒔𝒆𝒅 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒇𝒊𝒓𝒎, 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒏𝒈 𝒂𝒏𝒅 𝒔𝒆𝒓𝒗𝒊𝒏𝒈 𝒖𝒏𝒅𝒆𝒓 𝒕𝒉𝒆 𝒍𝒆𝒈𝒂𝒍 𝒅𝒐𝒎𝒂𝒊𝒏 𝒐𝒇 𝒕𝒉𝒆 𝑼𝒏𝒊𝒕𝒆𝒅 𝑲𝒊𝒏𝒈𝒅𝒐𝒎’𝒔 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑪𝒐𝒏𝒅𝒖𝒄𝒕 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑭𝑪𝑨), 𝒂𝒏𝒅 𝒘𝒊𝒕𝒉𝒊𝒏 𝒋𝒖𝒓𝒊𝒔𝒅𝒊𝒄𝒕𝒊𝒐𝒏 𝒐𝒇 𝒕𝒉𝒆 𝑬𝒖𝒓𝒐𝒑𝒆𝒂𝒏 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑶𝒄𝒄𝒖𝒑𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝑷𝒆𝒏𝒔𝒊𝒐𝒏𝒔 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑬𝑰𝑶𝑷𝑨) 𝒂𝒏𝒅 𝒕𝒉𝒆 𝑬𝒖𝒓𝒐𝒑𝒆𝒂𝒏 𝑩𝒂𝒏𝒌𝒊𝒏𝒈 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑬𝑩𝑨). 𝑰𝒏 𝒓𝒆𝒍𝒂𝒕𝒊𝒐𝒏 𝒕𝒐 𝒐𝒖𝒓 𝒄𝒍𝒊𝒆𝒏𝒕𝒔 𝒇𝒓𝒐𝒎 𝑯𝒐𝒏𝒈 𝑲𝒐𝒏𝒈, 𝑱𝒂𝒑𝒂𝒏, 𝑨𝒖𝒔𝒕𝒓𝒂𝒍𝒊𝒂, 𝒂𝒏𝒅 𝑵𝒆𝒘 𝒁𝒆𝒂𝒍𝒂𝒏𝒅, 𝒘𝒆 𝒂𝒓𝒆 𝒖𝒏𝒅𝒆𝒓 𝒕𝒉𝒆 𝒓𝒆𝒔𝒑𝒆𝒄𝒕𝒊𝒗𝒆 𝒈𝒐𝒗𝒆𝒓𝒏𝒂𝒏𝒄𝒆𝒔 𝒐𝒇 𝒕𝒉𝒆 𝑯𝒐𝒏𝒈 𝑲𝒐𝒏𝒈 𝑴𝒐𝒏𝒆𝒕𝒂𝒓𝒚 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑯𝑲𝑴𝑨), 𝒕𝒉𝒆 𝑱𝒂𝒑𝒂𝒏𝒆𝒔𝒆 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑨𝒏𝒈𝒆𝒏𝒄𝒚 (𝑭𝑺𝑨), 𝒕𝒉𝒆 𝑨𝒖𝒔𝒕𝒓𝒂𝒍𝒊𝒂𝒏 𝑺𝒆𝒄𝒖𝒓𝒊𝒕𝒊𝒆𝒔 & 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕𝒔 𝑪𝒐𝒎𝒎𝒊𝒔𝒔𝒊𝒐𝒏 (𝑨𝑺𝑰𝑪), 𝒂𝒏𝒅 𝒕𝒉𝒆 𝑹𝒆𝒔𝒆𝒓𝒗𝒆 𝑩𝒂𝒏𝒌 𝒐𝒇 𝑵𝒆𝒘 𝒁𝒆𝒂𝒍𝒂𝒏𝒅 (𝑹𝑩𝑵𝒁). 𝑾𝒆 𝒂𝒓𝒆 𝒕𝒉𝒆𝒓𝒆𝒇𝒐𝒓𝒆 𝒉𝒆𝒍𝒅 𝒍𝒊𝒂𝒃𝒍𝒆 𝒕𝒐 𝒐𝒃𝒔𝒆𝒓𝒗𝒆 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒃𝒍𝒆 𝒍𝒂𝒘𝒔, 𝒑𝒓𝒐𝒗𝒊𝒔𝒊𝒐𝒏𝒔, 𝒔𝒕𝒂𝒕𝒖𝒕𝒆𝒔, 𝒅𝒊𝒓𝒆𝒄𝒕𝒊𝒗𝒆𝒔 𝒂𝒏𝒅 𝒐𝒕𝒉𝒆𝒓 𝒑𝒆𝒓𝒕𝒊𝒏𝒆𝒏𝒕 𝒍𝒆𝒈𝒊𝒔𝒍𝒂𝒕𝒊𝒐𝒏.

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Wealth Managers of International Pension Funds, Retirement Plans & Life Assurance, serving Expatriates of the United Kingdom, the European Union, Hong Kong, Japan, Australia and New Zealand. Our Value Proposition is in tax-efficient Asset Allocation & Fund Management with primal aim of improving the funding positions for Pension and Annuity amounts, in risk-adjusted fashion. Our vision is for clients to have a healthy financial well-being during retirement in chosen diasporic nation, being able to meet all recurring and emergent financial needs, desires too, and to provide amply an enduring financial security for their loved ones. Our Intermediary endeavours involve the retailing of Life Assurance products, Trust Administration facilities and Tax-free Savings accounts from Europe's largest Insurance Houses & Wealth Advisories. Such endeavours also expand into the Consolidation, Transference, Investment Management & Fiduciary Management of Pension Fund and Retirement Annuity amounts. We make use of various flexible, tax-relieving, HMRC-recognised, IFRS-governed, Pension Transfer Schemes, Pension Fund vehicles and Retirement Plans. Diversitas Wealth seeks to grow into brokering a broader range of financial services and serve more nationalities, within the coming years. 𝑫𝒊𝒗𝒆𝒓𝒔𝒊𝒕𝒂𝒔 𝑾𝒆𝒂𝒍𝒕𝒉® (𝑷𝒕𝒚) 𝑳𝒕𝒅. 𝒊𝒔 𝒂 𝑩𝒂𝒉𝒂𝒎𝒂𝒔 𝒊𝒏𝒄𝒐𝒓𝒑𝒐𝒓𝒂𝒕𝒆𝒅, 𝒍𝒊𝒄𝒆𝒏𝒔𝒆𝒅 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒇𝒊𝒓𝒎, 𝒐𝒑𝒆𝒓𝒂𝒕𝒊𝒏𝒈 𝒂𝒏𝒅 𝒔𝒆𝒓𝒗𝒊𝒏𝒈 𝒖𝒏𝒅𝒆𝒓 𝒕𝒉𝒆 𝒍𝒆𝒈𝒂𝒍 𝒅𝒐𝒎𝒂𝒊𝒏 𝒐𝒇 𝒕𝒉𝒆 𝑼𝒏𝒊𝒕𝒆𝒅 𝑲𝒊𝒏𝒈𝒅𝒐𝒎’𝒔 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑪𝒐𝒏𝒅𝒖𝒄𝒕 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑭𝑪𝑨), 𝒂𝒏𝒅 𝒘𝒊𝒕𝒉𝒊𝒏 𝒋𝒖𝒓𝒊𝒔𝒅𝒊𝒄𝒕𝒊𝒐𝒏 𝒐𝒇 𝒕𝒉𝒆 𝑬𝒖𝒓𝒐𝒑𝒆𝒂𝒏 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑶𝒄𝒄𝒖𝒑𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝑷𝒆𝒏𝒔𝒊𝒐𝒏𝒔 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑬𝑰𝑶𝑷𝑨) 𝒂𝒏𝒅 𝒕𝒉𝒆 𝑬𝒖𝒓𝒐𝒑𝒆𝒂𝒏 𝑩𝒂𝒏𝒌𝒊𝒏𝒈 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑬𝑩𝑨). 𝑰𝒏 𝒓𝒆𝒍𝒂𝒕𝒊𝒐𝒏 𝒕𝒐 𝒐𝒖𝒓 𝒄𝒍𝒊𝒆𝒏𝒕𝒔 𝒇𝒓𝒐𝒎 𝑯𝒐𝒏𝒈 𝑲𝒐𝒏𝒈, 𝑱𝒂𝒑𝒂𝒏, 𝑨𝒖𝒔𝒕𝒓𝒂𝒍𝒊𝒂, 𝒂𝒏𝒅 𝑵𝒆𝒘 𝒁𝒆𝒂𝒍𝒂𝒏𝒅, 𝒘𝒆 𝒂𝒓𝒆 𝒖𝒏𝒅𝒆𝒓 𝒕𝒉𝒆 𝒓𝒆𝒔𝒑𝒆𝒄𝒕𝒊𝒗𝒆 𝒈𝒐𝒗𝒆𝒓𝒏𝒂𝒏𝒄𝒆𝒔 𝒐𝒇 𝒕𝒉𝒆 𝑯𝒐𝒏𝒈 𝑲𝒐𝒏𝒈 𝑴𝒐𝒏𝒆𝒕𝒂𝒓𝒚 𝑨𝒖𝒕𝒉𝒐𝒓𝒊𝒕𝒚 (𝑯𝑲𝑴𝑨), 𝒕𝒉𝒆 𝑱𝒂𝒑𝒂𝒏𝒆𝒔𝒆 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑨𝒏𝒈𝒆𝒏𝒄𝒚 (𝑭𝑺𝑨), 𝒕𝒉𝒆 𝑨𝒖𝒔𝒕𝒓𝒂𝒍𝒊𝒂𝒏 𝑺𝒆𝒄𝒖𝒓𝒊𝒕𝒊𝒆𝒔 & 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕𝒔 𝑪𝒐𝒎𝒎𝒊𝒔𝒔𝒊𝒐𝒏 (𝑨𝑺𝑰𝑪), 𝒂𝒏𝒅 𝒕𝒉𝒆 𝑹𝒆𝒔𝒆𝒓𝒗𝒆 𝑩𝒂𝒏𝒌 𝒐𝒇 𝑵𝒆𝒘 𝒁𝒆𝒂𝒍𝒂𝒏𝒅 (𝑹𝑩𝑵𝒁). 𝑾𝒆 𝒂𝒓𝒆 𝒕𝒉𝒆𝒓𝒆𝒇𝒐𝒓𝒆 𝒉𝒆𝒍𝒅 𝒍𝒊𝒂𝒃𝒍𝒆 𝒕𝒐 𝒐𝒃𝒔𝒆𝒓𝒗𝒆 𝒂𝒑𝒑𝒍𝒊𝒄𝒂𝒃𝒍𝒆 𝒍𝒂𝒘𝒔, 𝒑𝒓𝒐𝒗𝒊𝒔𝒊𝒐𝒏𝒔, 𝒔𝒕𝒂𝒕𝒖𝒕𝒆𝒔, 𝒅𝒊𝒓𝒆𝒄𝒕𝒊𝒗𝒆𝒔 𝒂𝒏𝒅 𝒐𝒕𝒉𝒆𝒓 𝒑𝒆𝒓𝒕𝒊𝒏𝒆𝒏𝒕 𝒍𝒆𝒈𝒊𝒔𝒍𝒂𝒕𝒊𝒐𝒏.

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Country

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City (Headquarters)

Frankfurt (Oder)

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Employees

11-50

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Founded

2020

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Social

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