Our automated system allows you to instantly generate proposals so that you can capitalise on the latest rates and conclude deals on the spot.
Simply click on the button below, enter the details and watch your inbox.
At Private Clients, world-class service is a key business objective. This means constantly evolving to create a seamless & efficient experience for you.
- Weekly rates apply so proposals can be generated from midday (12:00) on a Monday until 12:00 on a Thursday
- Clients must be onboarded by 17:00 on a Thursday, please email tasnewbus@omwealth.co.za to start the client onboarding process
- Fully signed documentation and FICA to be returned to tasnewbus@omwealth.co.za
- Funds must be transferred by 17:00 on a Friday in order for the respective weekly rate to be honoured.
- For amounts above R50m, please email tasquotes@omwealth.co.za
Before you get started, please note the following:
What we do, and how we do it.
