Reflecting on the first half of the year (H1), it has been a highly successful period for Spirit Invest, with all H1 targets being achieved. Reaching these milestones required the Client Administration Team to consistently deliver an exceptionally high standard of service and support to the Wealth Teams, Advisory Partners, Infiniti and Appleton. The team accomplished this with distinction.

The New Business Team processed a record number of new investments during this period while continuing to provide the high level of support and service expected. In addition, we successfully onboarded two new LISP providers: Discovery and Sygnia.

The Banking Team also processed a record number of payments during H1. Alongside their day-to-day responsibilities, they successfully completed several key projects, including the remediation of zero-balance bank accounts and the clean-up of client share portfolio lists. We also successfully completed our 2026 audits with Nedbank and Investec, achieving excellent outcomes.

The Commissions Team ensured that all commission payments were processed accurately and on time, while responding promptly to any queries. The Team also implemented new processes to facilitate the payment of commissions for Infiniti and Silverthorn.

The Client Administration Team looks forward to H2 and is committed to building on the momentum established in H1. Our continued focus will be on delivering exceptional service and supporting Spirit Invest in achieving its strategic goals and targets for the remainder of the year.