How to Invest
Step 1
- Complete a Allan Gray or PPS Invest Application Form with all the requirements that go with it
- If you already have a Allan Gray or PPS invest investment, ask your financial advisor about the Steer Tactical Balanced Portfolio. Contact us if you do not have a financial advisor or need us to contact your financial advisor.
Step 2
- Sign the Steer Capital discretionary investment mandate which will allow us to manage your investment as per mandate
Step 3
- Submit all documentation to Allan Gray or PPS Invest
Step 4
- Receive confirmation from Allan Gray or PPS that your investment has been placed
- Receive online access to your investment account
Step 5
- Receive monthly feedback from Steer Capital and your financial advisor about the progress of your investment