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Effectus Capital Management

For institutions

Built to be diligenced.

Segregated discretionary mandates for retirement funds, medical schemes and institutional investors. Everything you need to run your process, without the chase.

Licence
FSP 50016
FSCA Category II discretionary
Assets under management
R3.68bn
31 August 2026
Administrator
Prescient Fund Services
Auditor
Accensis Incorporated
B-BBEE
Level 1
Latest certificate held
Request the due-diligence pack Verify FSP 50016 on the FSCA register ↗ How the firm is run ↓
Curving white facade of a modern building.

Due-diligence pack

What’s in the pack

Shared with verified institutional requesters only. Contents are being finalised with compliance.

  1. 01 Firm overview Ownership, history, licence and organisational structure.
  2. 02 Investment process Research, portfolio construction and risk limits per strategy.
  3. 03 Governance & compliance Board, committees, compliance monitoring and conflicts policy.
  4. 04 Operations Administrator, custodian, trading, reconciliation and business continuity.
  5. 05 Performance & holdings Dated, compliance-approved track record and attribution.
  6. 06 Policies POPIA, PAIA manual, complaints, ESG / stewardship and treating customers fairly.

Request access

Request the pack or a meeting

  1. 1 · Request
    Tell us who you are.
  2. 2 · Verify
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  3. 3 · Access
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Governance & operations

How the firm is run

Licence
FSCA Category II (Discretionary FSP), FSP 50016, authorised 7 May 2019.
Key individuals
Bhavesh Patel and Aviraag Ramdhani (FSCA register).
Compliance
Compliance officers on the FSCA register: Mrs ML Patel and Mrs N Trikamjee.
Risk
A dedicated Head of Risk sits outside the portfolio-management line.
Audit
Accensis Incorporated, Chartered Accountants (SA), Registered Auditors.
Board
Directors: Aviraag Ramdhani, Lwazi Koyana and Simpiwe Mayekiso; Lwazi Koyana is independent Chairperson.
Administration & custody
Administration: Prescient Fund Services. Custodians: Local: Nedbank and Rand Merchant Bank. Global: JP Morgan.
Business continuity
Fund administration, valuation and unit pricing are outsourced to Prescient Fund Services, which separates these duties from portfolio management. Written succession arrangements cover the CEO, CIO and control functions and are reviewed annually by the Board. [PLACEHOLDER: DR test date]
B-BBEE
Level 1 B-BBEE contributor (latest B-BBEE certificate held). 100% Black Owned and Managed.

Compliance due diligence pack

Documents and status

PAIA manual
Version 1.0, effective 16 June 2026. Download from the PAIA page.
Complaints procedure
Summary on the regulatory disclosures page. Full procedure available on request.
Conflict of interest policy, with disclosure of fees
Summary on the regulatory disclosures page. Full policy available on request.
Fund fact sheets (SA and Global)
Latest as at 31 August 2026. Available on request.
B-BBEE certificate
Level 1 B-BBEE. Latest certificate held.
FAIS disclosures and Manager Disclosure Document
[PLACEHOLDER: to follow]

Team credentials

The people on your mandate

Full team and story →

Transparency

Our regulatory status, stated plainly.

What we are licensed to do. You can check every line yourself on the FSCA register.

Verify FSP 50016 on the FSCA register

Opens fsca.co.za in a new tab. Search FSP number 50016.

FSP number
50016
Licence category
Category II (Discretionary FSP)
Authorised since
7 May 2019
Registration no.
2015/281719/07
Assets under management
R3.68bn, 31 August 2026
Ownership
100% Black Owned and Managed
What this permits
Managing client portfolios on a discretionary basis.
Key individuals
Bhavesh Patel, Aviraag Ramdhani
Compliance officers
Mrs ML Patel, Mrs N Trikamjee
Source
FSCA FAIS register, checked .