Code of Ethics
Selective Sourcing of Investment Opportunities
At all times the process of selection of investment opportunities must adhere to the most stringent standards in terms of the following criteria:
- High level of Real Investment Return
- Profitability based on Sound, Logical Analysis
- Innovative business opportunity
- Security of Capital Investment
Continous Involvement and Oversight in Projects
Legacy Invest is committed to our responsibility to the Investor. We shall remain integrally involved in all projects, ensuring at all times that everything necessary is being implemented, to keep the Investors capital secure and to realise Real Investment Return at the end of the term.
Strict Adherence to Accreditation Legislation
All financial advisors, brokers and marketers who become associated with any Legacy Invest product, must carry 1.8 and 1.10 accreditation with the FSB.
All broker networks that become associated with any Legacy Invest product must ensure that their members carry 1.8 and 1.10 accreditation with the FSB, before allowing them to promulgate a Legacy Invest product.
Investor Awareness
In addition to ensuring that all financial advisors promulgating our products are qualified and trained to do so, we believe that each investor must be comprehensively informed and knowledgeable regarding any investmentmade. We shall ensure that each investor in a Legacy Invest product is thus well informed, by proffering a full Prospectus to each investor.
Loyalty to the Investor
Legacy Invest consider it our obligation to put the best interests of the Investor before any other needs. Our Investors are the life's blood of our business and we must look after them properly for the duration of their investment, not just at the start.
Staff Training
All staff at Legacy Invest must be properly trained, in order to be knowledgeable in their respective fields, ensuring their ability to identify the best Investment Opportunities and to provide the Investor with sound advice regarding these opportunities.