• Phone 011 486 0056
  • info@merritt.co.za
  • Design Quarter, Leslie Road, Fourways, 2191
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Hello! We are Merritt

About Us


Merritt Holdings Limited is a South African based company that offers clients invaluable services through its subsidiary entities which are namely: Merritt Insurance Limited, Merritt Securities Private Limited, Merritt Administrators Private Limited and Merritt Investment Managers Private Limited. The overall goal of our company is to provide exceptional service to our clients/investors through one-stop investment solutions, designed to grow the business in and across our borders.


Merritt Holdings is committed to transformation and empowerment hence, the executive management comprises of 100% Black South African professionals and is a Level 1 B-BBEE contributor. As an emerging company, we are enjoying steady, continuous growth and remain true to our vision.


Our Mission

To inspire the passion of investment in South Africa for institutional clients and groups, through the provision of exceptional financial services.

Our Vision

To be a leading South African financial services provider offering world class trading, insurance and stockbroking services.

Our Values

We strive to provide flawless services to our clients in an honest, reliable, ethical, transparent and innovative manner, embracing the spirit of ‘Ubuntu’.

Who we are

Investment

Merritt Investment Managers is a financial institution authorised by the Financial Sector Conduct Authority, which encourages investors to save and create wealth by offering them market exposure through Exchange Traded Funds (ETFs), combined with very favourable cost effective benefits.


Tax free saving investment

Merritt Investment Managers structures a diversified portfolio from ETFs which are listed on the JSE. The ETFs are purchased on a quarterly basis and the portfolio comes with numerous tax benefits as investors are exempt from paying Capital Gains Tax, Interest Income Tax and Dividend Tax.


The investment offers investors two options via mandatory debit order:

  1. A minimum monthly investment of R400.00 or
  2. An annual deposit of R30 000.00


NB : Investors may only contribute up to R30 000.00 per year, and up to R500 000.00 for the lifetime of the Investment. The funds are easily accessible and investment is liquid. However, if funds are withdrawn, a period of a year must lapse before the investors may add funds back in and qualify for similar benefits afforded to them at the onset of the investment.



Securities

Merritt Securities (Pty) Ltd is a South Africa based Institutional Stockbroker (JSE Equity Membership pending) that will assist its wide clientele base, consisting of Asset Managers, Hedge Funds and Pension Funds with their trading and research needs. The company’s execution capabilities are enhanced by an experienced team that has combined relevant experiences of 24 years in Sales, Sales Trading, execution and market analysis, covering both institutional and private clients.



Insurance

Merritt Insurance Ltd is an arm of Merritt Investment Managers, which offers long term insurance services, in terms of the Long Term Insurance Act No 52 of 1998. Merritt insurance offers funeral benefits to professionals and non-professionals, to ensure that a company has proper insurance coverage. We engage with our clients which enables us to continuously improve our products and services offered



Administration

Merritt Administrators (Pty) Ltd offers administration services to professionals and non-professionals, thereby ensuring that a company’s needs are met as per expectations. Our company facilitates communication between the underwriter and clients. Administration is done for long term insurance policies and includes services such as offer reports and data extractions, fully customizable Group Policy Management, Claims management processes, premium and claim reporting and Administration solutions.

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