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Terms & Conditions

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Terms & Conditions

Legal disclaimer: This website is intended to provide general information regarding LNKD Investment Managers, its products and services, and other financial information which may be of interest to you. It is not intended to provide exhaustive treatment of any subject dealt with on the website.

The information on this website including all research, opinions or other content is not intended to and does not constitute financial, accounting, tax, legal, investment, consulting or other professional advice or services. LNKD Investment Managers does not act or purport to act in any way as a financial advisor or in a fiduciary capacity. Prior to making any decision or taking any action which might affect your personal finances or business you should take appropriate advice from a suitably qualified professional or financial adviser.

This website may include technical, typographical or other inaccuracies and you are urged to contact LNKD Investment Managers to confirm all information contained on this website before placing any reliance on it. Changes are periodically made to the information on this website and these changes will be incorporated in new editions of this website. We reserve the right to alter or amend any criteria or information set out in this website without notice.

If this website contains statements or information which relate to projections, plans or objectives or future economic performance you should be aware that these projections are only predictions and that actual events or results may differ materially. Representations and opinions are provided for information purposes only.

This website or any of its content may not be, in whole or in part, copied, modified, distributed, retransmitted, redistributed, or released to any third party. The user represents and warrants that it will not use or permit the use of the document or any of its content for any purpose other than authorised internal use and warrants that it will not, without the prior written consent of LNKD Investment Managers, directly or indirectly redistribute, or knowingly facilitate redistribution of, all or any portion of the website or any of its contents.

If you continue to browse and use this website you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern the relationship between you and LNKD Investment Managers in relation to this website.

The terms Company or ‘us’ or ‘we’ or ‘our’ refers to the owner of the website. The term ‘you’ refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

The content of the pages of this website is for your general information and use only. It is subject to change without notice.

Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.

Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.

This website contains material which is owned by or licensed to us. This material may include, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.

All trademarks reproduced in this website which are not the property of, or licensed to, the operator are acknowledged on the website.

Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence.

From time to time this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).

Your use of this website and any dispute arising out of such use of the website is subject to the laws and jurisdiction of the Republic of South Africa.

Use of Third-Party Service Providers

LNKD Investment Managers (Pty) Ltd (“LNKD”), an authorized Category I and II Financial Services Provider, makes use of approved third-party service providers to support the delivery of discretionary investment management services. These may include, where applicable, portfolio administration, custody, execution, technology, data, and related support services.

All third-party arrangements are subject to appropriate due diligence, formal contractual agreements, and ongoing oversight. Notwithstanding any outsourcing or third-party involvement, LNKD retains full responsibility and accountability for the discretionary financial services rendered to clients.

Number
Product & Service Providers
1
Ardan
2
Capital International (CIG)
3
IDAD
4
Swissquote
5
Quilter
6
Glacier
7
INN8
8
Ninety One
9
Momentum Wealth International
10
Momentum Wealth
11
Baker Tilly (Previously Optimus)
12
Overseas Trust & Pension
13
RL360
14
STM Group Plc
15
Utmost
16
IVCM
17
Matco
18
PIMS

Anthony Palmer

Head of Investment Committee | CA (SA)
Anthony obtained his B Com and B Com Accountancy from the University of the Witwatersrand and qualified as a chartered accountant while doing his articles at Grant Thornton. Anthony spent eleven years working abroad as a managing director in structured credit sales and derivative marketing in London and Wall Street where he was global head of the alternative risk markets group for a leading banking institute. On returning to South Africa, Anthony ran his own business in the finance and venture capital industry before joining the Carrick Group where he is Managing Director of their family office (Wealth Succession) and head of the Carrick Investment Committee. Anthony is LNKD’s Managing Director and acts as Chairman of the Investment Committee.

Robert Enslin

B.Com (Honours), CFA

Rob obtained his B Com Honours degree from the University of Stellenbosch and is a CFA Charter Holder. He started his financial services career in 2008 at ValuGro Capital which was rated as the top small asset management company during the same year. Valugro Capital was subsequently purchased by the listed Efficient Group and the asset management arm was renamed Efficient Select in 2011. During his time at ValuGro Capital and Efficient Select, Rob Enslin was the portfolio manager of the Efficient Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012 as the top performing fund (risk adjusted) in its category over a rolling 5-year period. In 2015, Rob was appointed as Head of Private Clients. In 2016, he departed to join StrategiQ Capital. At LNKD Rob is a portfolio manager, key individual, investment committee member and Director.

Luis Levy

B.Com, CFA

Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds.  Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets. In June 2015 he departed to setup StrategiQ Capital and at LNKD is a portfolio manager and member of the Investment Committee.