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