Our Approach

Legacy Financing & Investments Ltd. takes a unique approach to investment management, targeting clientele with a keen interest in real estate investment. With the aim to further foster continual growth, in it’s third year of operations, the firm will secure appropriate licenses and regulatory sanctions to act as financing firm, issuing small consumer loans to clientele who qualify. By year five, the firm strive to be in the top twenty advisory tax and assurance firms in the country. Offering customised business solutions that generate and sustain growth for our elite clientele. LFI was created to give astute investors the ability to assemble a diversified portfolio that is customised to their individual investing goals and risk tolerances. in this regard, we integrate knowledgeable management, individualised service, and smart investment advice for optimal results.

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Mission Statement

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• Trustworthy, expert, transparent and professional service offered to every client with great efficiency.

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Vision Statement

 

•    To ensure all staff is adequately trained to efficiently meet the mandate of the agency;

•    To cooperate with local and international regulatory bodies to ensure transparent and morally business practices,

•    To promote the delivery of quality service,

•    To provide the necessary training for all staff by conducting in-house workshops and seminars, and to encourage the pursuit of higher education,

•           To effect the timely processing of all applications to adequately meet and exceed client’s needs

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Our Services

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Though business strategy determination is becoming more difficult due to increased vendor complexity and competition, the financial services industry is nevertheless diversifying. Under this umbrella LFI will offer asset management services focusing on the following key areas:

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•  Mutual Funds (Y3+)

•  Corporate Services: provides business support solutions to other businesses such as Company Incorporation & Registration, Company Secretary, Accounting, Taxation, Resident Visas processing, Nominee Directors, Legal services Business Consulting, business addresses for correspondence

•  Hedge funds (Y3+)

•  Institutional investors (Y3+)

•  Transfer agent services  Pension funds (Y3+)

•  Private equity firms and funds (Y3+)

•  Real estate investment  funds and holding companies

•  Education Investments (Y3+)​

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