A structured path from enquiry to active management
Veridion currently operates as a private family office and this offering is not open to the public; every family or related-party investor who joins follows a clear, documented process. No capital is committed until suitability has been assessed, documentation is complete, and the mandate is formally executed. This is not a simple sign-up flow; it is a professional onboarding process designed to protect both the investor and the integrity of the platform.
Initial Enquiry & Suitability Review
Contact our team with your enquiry. Once eligibility is confirmed, we will review your investment objectives, financial position, time horizon, and understanding of risk.
Suitability is assessed based on your residency, applicable entity pathway, and the characteristics of the strategy or strategies you are interested in.
Not all applicants will be suitable for all strategies. Veridion will communicate the outcome of suitability review clearly before any capital commitment is made.
KYC, Documentation & Compliance
Provide identity verification documents, proof of address, and any additional documentation required by the applicable entity's compliance process.
South African investors are onboarded under the compliance framework of our South African entity, which currently operates as a private family office investment partnership and is not currently licensed or appointed as a Financial Services Provider by the FSCA.
Once compliance is complete, you will receive your managed account agreement and supporting documentation for review and signature.
Mandate Activation & Capital Allocation
After documentation is executed, your capital instruction is submitted and the mandate is formally activated.
Funds are allocated to your selected strategy sleeve. Reporting commences from the reference date agreed in your mandate.
You will receive confirmation of mandate activation and access to the investor portal once the account is live.
Ongoing Reporting & Account Management
Monthly statements are delivered to your secure document vault. The investor portal provides real-time access to allocations, capital instruction history, and performance data.
Capital instructions (including subscriptions, redemptions, and reallocations) are submitted through the portal and processed subject to applicable notice periods and mandate terms.
Your account team remains available for reporting queries, instruction submissions, and communication about your account.
Important information before you begin
Capital is at risk. The value of investments can fall as well as rise. Past performance is not a reliable indicator of future results. Returns are not guaranteed and you may receive back less than you invest. Strategy information is provided for informational purposes only and does not constitute personal financial advice unless otherwise agreed in writing.
Services are provided through Veridion Capital Management (Pty) Ltd, which currently operates on a private family office investment partnership basis and is not currently licensed, authorised, or appointed as a Financial Services Provider by the FSCA. POPIA applies to personal information processed in connection with these services.
An international service offering is being developed as part of Veridion's expansion plan. Eligible investors will be notified as this becomes available.
The applicable entity and regulatory framework will be confirmed during onboarding based on your residency, investment profile, and applicable law. Nothing on this website constitutes personal financial advice.