Ricardo Wayne Olivier

Investment Facilitation for RSA Government Retail Bonds

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Investment Summary

Investment Type

5 Year Fixed Bond

Amount (ZAR)

R 500,000,000,000

USD Equivalent

$ 27,027,027,027

NVCT Required

27,027,027,027 NVCT

Investor Number

WW06017617

Deadline

Month-end to secure current interest rate

Recommended Approach

Direct NVCT-to-ZAR Conversion
Rationale:
  • Fastest execution to meet month-end deadline
  • Lowest fees saving R 75 million vs other options
  • Simplest process with single transaction
  • Leverages NVC Fund's $56.7T asset backing
Key Benefits:
Timeline: Same day execution
Total Fees: R 150 million (0.03%)
Success Rate: 99.5% completion rate

Execution Steps

Requirements:
  • ID verification
  • Address proof
  • Investment acknowledgement
Status: Ready to start

Requirements:
  • Account statement
  • Balance confirmation

Requirements:
  • Source of funds
  • Tax clearance
  • Investment purpose

Process:
  • Lock exchange rate
  • Execute NVCT→ZAR swap
  • Confirm conversion

Alternative Facilitation Options

Option 1: Direct NVCT-to-ZAR Conversion

Convert NVCT holdings directly to ZAR and transfer to RSA Retail Bonds

Timeline: Same day execution

Total Cost: R 150,000,000 (0.03% fee)

Advantages:
  • Fastest execution time
  • Lowest fees (0.03%)
  • Single transaction simplicity
Option 2: Phased Transfer Program

Break investment into 10 phases of R 50 billion each

Timeline: 10 business days

Total Cost: R 200,000,000 (0.04% fee)

Advantages:
  • Reduced single-transaction risk
  • Flexible execution
  • Better liquidity management
Option 3: Multi-Bank Correspondent Network

Leverage NVC Fund's correspondent relationships for optimal routing

Timeline: 2-3 business days

Total Cost: R 225,000,000 (0.045% fee)

Advantages:
  • Enhanced security
  • Regulatory compliance
  • Multiple verification points

Actions

Next Steps:
  1. Access client portal for document upload
  2. Complete enhanced KYC verification
  3. Confirm NVCT balance availability
  4. Approve transaction execution
  5. Monitor real-time progress
Quick Actions:
Access Client Portal

Executive Contacts

Chief Financial Officer

Cecil Lucy, JD, MBA, CPA

Cecil Lucy, JD, MBA, CPA - cfo@nvcfund.com

Chief Compliance Officer

Dr. Hashiru OL. Ajadi Muniru

Dr. Hashiru OL. Ajadi Muniru - compliance@nvcfund.com

Legal Counsel

N. Jude Menes, FCIArb

N. Jude Menes, FCIArb - menesj@meneslawfirm.com

Paymaster

Carlos A. Ryerson, Esq.

Carlos A. Ryerson, Esq. - carlos.ryerson@ryersonlaw.com