TFOS.com | Building New Partnership Opportunities
Collaborate. Connect. Build Forward.
Join TFOS for a relaxed, professional meet-and-greet designed for advisors, wealth managers, and investment professionals navigating the evolving offshore investment landscape.
If your clients are increasingly asking about offshore exposure, USD assets, global equities, or even crypto within a regulated framework this session is designed with you in mind.
TFOS is an FSCA-licensed brokerage (FSP 52874) based in Stellenbosch. Our philosophy is simple: we don’t compete with your practice; we power it by enhancing your offshore execution capability without changing your advice process or investment philosophy.
What We’ll Be Exploring
Execute direct offshore equities and ETFs on major global exchanges, including the NYSE, NASDAQ, EURONEXT, and Hong Kong Exchange
Reduce cost and structural complexity by replacing layered offshore wrappers with direct listed instruments
Implement offshore model portfolios at scale with consistent execution across client accounts
Integrate regulated crypto (CASP-licensed) alongside traditional assets on a single platform
Simplify portfolio structuring while maintaining transparency, control, and flexibility for clients
We will also include a live walkthrough of the adviser dashboard, followed by an open Q&A with our Executive Director and Compliance team.
Why This Matters
Offshore investing is no longer just about exposure clients want access, efficiency, transparency, and flexibility. Advisors, in turn, need scalable execution infrastructure that aligns with modern portfolio construction and global diversification trends.
TFOS enables true offshore ownership, direct market access, and a professional execution layer that complements your existing practice rather than replacing it.
Who Should Attend
Independent Financial Advisors and CFPs
Wealth Managers and Advisory Firms exploring offshore execution solutions
Portfolio Managers and Investment Strategists
Industry partners interested in collaborative growth and global market access
What You Get
A clear understanding of the TFOS partnership model
Insight into how the platform complements and scales your current offering
Direct engagement with our team, including Compliance
Peer-to-peer discussion in a relaxed, professional setting with drinks and canapés
Event Details
Date: Monday, 2 March 2026
Time: 18:00 – 20:00
Venue: 26 Quantum Street, Carpe Diem Building, Block C, Techno Park, Stellenbosch
Dress Code: Smart Casual
Limited to 40 seats. Attendance is by approval only.