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Legal Disclosures

At BlueAlpha we are fully committed to promoting good governance and being compliant with the relevant legislation.

BlueAlpha is an authorised Financial Services Provider, FSP number 118, with the Financial Services Board of South Africa and is registered with the Registrar of Collective Investment Schemes.

Our collective investment schemes operate under the licence of a large independent collective investment scheme service provider in South Africa, Boutique Collective Investments (RF) (Pty) Ltd (“BCI”), Catnia Building, Bella Rosa Village, Bella Rosa Street, Bellville, 7530. BCI use The Standard Bank of South Africa Limited as the trustee of their funds.

All advertising and marketing that is communicated adheres to the Collective Investment Schemes Control Act 45 of 2002.

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General standards for marketing and advertising

BlueAlpha will ensure that any advertisement for a collective investment scheme clearly explains the nature of the collective scheme or portfolio.

We do our best to ensure that all information provided is neither misleading nor incorrect. All advertisements which contain performance of a portfolio are to the best of our knowledge an accurate and fair representation of the portfolio history.

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Fund pricing and fees

Purchase and sale of units in the schemes are traded at ruling prices which are set daily. Daily prices and valuation can be viewed on www.bcis.co.za or in the daily newspaper.

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Reporting to Clients

Monthly fund fact sheets (minimum disclosure documents) are available for all our collective investment schemes and are accessible on our website www.bluealphafunds.com.

Institutional investors receive a quarterly report and commentary on their funds’ performance.

A quarterly newsletter is published on the website and is available to investors and the public. Additional information, including application forms can be obtained free of charge on our website www.bluealphafunds.com or from BCI at www.bcis.co.za.

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Client policies

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Information on this website

All information on this website is only intended to provide you with general information about us, our products, services and objectives. Nothing on this website should be treated as an offer but merely as an invitation to do business with us. Information contained on this website is updated on a regular basis. Due to the nature of the information, it becomes outdated rapidly. Whilst every effort is made to represent accurate financial and technical information on an ongoing basis, inadvertent errors may occur. It is therefore made available without any express or implied representations or warranties whatsoever.

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Electronic Communications and Transactions Act Information

Any questions about compliance at BlueAlpha should be directed to the Compliance Officer, Herman Verwey at Herman@bluealphafunds.com.

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Electronic Communications and Transactions Act Information

  • Company Name: BlueAlpha Investments (Pty) Ltd; Registration Number: xxx
  • Registered Address: 11th floor Convention Tower, cnr Heerengracht Street & Walter Sisulu Avenue, Cape Town 8001; and PO Box 7601, Roggebaai, 8012
  • Website Address and Contact Email: bluealphafunds.com; info@bluealphafunds.com
  • Authorised Financial Services Provider, licence number 118