Fulcrum Capital is a licence-independent, provider of capital and treasury management services to the insurance and intermediary market, assisting brokerages, insurers and UMAs to meet their challenges around regulation, solvency, succession planning, compliance and strategy.
Our specialist capital solutions are specifically designed to assist our clients to grow and take advantage of new business opportunities.
Fulcrum Capital offers the following:
Insurance Premium Finance
Fulcrum is the largest provider of premium finance facilities in the South African marketplace. Our funding mechanisms allow our domestic, corporate and commercial clients to pay their annual short-term insurance premiums in monthly instalments over the term of the policy.
To find out more about Fulcrum Insurance Premium Finance, please send your details to firstname.lastname@example.org.
Fulcrum is an approved discretionary asset manager in the following categories; money market instruments, debentures and securitised debt, bonds, collective investment schemes, long-term and short-term deposits.
Fulcrum Treasury, employing proprietary models and years of experience, assists clients to optimise the yield on their cash holdings and match their investments to their cash-flow needs – without increasing their risk profile.
To find out more about Fulcrum Treasury, please send your details to email@example.com.
Specialist Lending and Acquisition Finance
Fulcrum facilitates the insurance industry by offering specialist lending to both the short-term and life insurance markets, including acquisition finance and solvency relief finance.
In terms of acquisition finance, we provide innovative and flexible financing arrangements to assist brokers to acquire other brokerages or books of business, and we assist important succession planning through provision of management buyout funding.
In addition, we are “market makers”. Where possible, we can assist our clients by matching buyers and sellers.
To find out more about Fulcrum Specialist Lending and Acquisition Finance, please send your details to firstname.lastname@example.org.
Change is a constant in the insurance intermediary space, and brokers and UMAs are always under pressure to manage their operating margins in trying circumstances. We assist select brokers and UMAs to achieve their strategic objectives with capital, industry expertise and strategic support.
To find out more about Fulcrum Equity Partnerships, please send your details to email@example.com.