Payments from investment accounts to persons or parties other than the named investor are called third party payments. Third party payments carry risks to the affected investors and to Foord. Director of operations and compliance DIANE BEHR sets out the law and Foord’s policy regarding third party payments.
When I joined Foord in 2006 I took on the mantle of the client services role within Foord Unit Trusts. Since then I have flourished under the pressure of deadlines and the stimulating Foord environment. It’s my passion for client service excellence that keeps me motivated on a daily basis.
"I thoroughly enjoy my daily contact with our investors."
The Unfolding Environment
Our analysis suggests that the world economy is in the late stages of a prolonged, but relatively shallow expansion cycle. There are signs that US growth is slowing while ex-US growth has been anaemic, besides stimulus driven buoyancy in China.
B Com (UCT), Post Grad Diploma in Financial Planning (US)
I feel privileged to be able to interact with investors to ensure that their needs are being met while being part of a highly functional and efficient team. I enjoy working in the relatively small environment as it gives me the opportunity to be involved in various aspects of the business.
"I take pride in being part of the successful Foord team."
Dave Foord
Founder and Portfolio Manager
Dave Foord
B Com, CA(SA)
I consider myself privileged to enjoy the backing of a superlative team of specialists and support staff. At Foord, it’s our goal to be the best in the industry. An objective we aim to achieve by combining our superior client service with intelligent and creative investment strategies at the lowest possible cost to investors while delivering the best possible return on investment under prevailing market conditions, without compromising ethical standards or integrity.
"We are passionately engaged in the management of wealth for our investors."