Identifying financial value for buyers and sellers

Corporate Investors
Hedge Funds
Pension Funds
High Net Worth Individuals

Amalgamated Traded Policy Services (Pty) Ltd. is a juristic representative of Dale Financial Planning (Pty) Ltd. , an Authorised Financial Services Provider. Company Reg. No 2006/006381/07


ATPS as a Market Maker, has an infrastructure consisting of
  • decades of combined experience in an extremely specialised and niche, yet ill-informed market.
  • specially developed software
  • administration and management systems.
  • intellectual knowledge and intimate understanding of this market to
        -  unlock potential additional value in policies that are being surrendered.
        -  identifying the most optimal way to boost the cash value of certain types of policies
        -  identifying value in continuous new product ranges introduced by life assurers.

We are a company that adheres to all the financial service regulatory requirements and is therefore sensitive to the fairness of pricing especially in a market that is poorly informed on the potential of enhanced cash values.