ADMINISTRATION
Limtre’s philosophy ensures that clients benefit from retirement fund administrators who are client-centric and service-driven.
Our services encompass a wide range, from traditional retirement fund administration tasks such as contributions and benefits processing, to additional services like call center support, fund accounting and reporting, home loan guarantee administration, and more. Our multi-skilled administrators provide a seamless, end-to-end service to both members and clients.
Our web-based employer portal facilitates efficient information transfer, expediting the investment of contributions and the processing of claims.
We are dedicated to continually improving our service delivery, whether through our interactions with clients and members or by offering the most cost-effective administrative solutions.
Consulting
As a proudly South African, black-owned financial services company, we deliver efficient, focused, and consistently high-quality service. Our team of independent specialist consultants boasts extensive experience in benefit structuring, medical aid and insurance investments, legal consultation, and other technical disciplines, supporting both our administrative and consulting services.
OUR CONSULTING/BROKERING SERVICES COVER THE FOLLOWING AREAS:
- EMPLOYEE BENEFITS
- FUND ADMINISTRATION
- RISK BENEFITS
- HEALTHCARE – AFFORDABLE MEDICAL AID SCHEMES
- INVESTMENT CONSULTING
These services include (but are not limited to) independent analysis and comparison, structuring, strategic and tactical decision-making, negotiation and formalisation of rates and governance documents, as well as periodic review and rebroke, where required.
INVESTMENT MANAGEMENT
Our multi-manager solution provides clients access to a wide variety of pooled, segregated and bespoke solutions – based on their unique needs and risk appetites. Our Asset management approach is selected based on meticulous research and analysis, ensuring that it is blended optimally to meet investment objectives.