Lukas van der Walt

Merchant Investors Assurance Co. Ltd. (MIAC) is the specialist life and pension product subsidiary of Sanlam Life & Pensions (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Headquartered in Bristol, UK, the firm was established in 1970 and was acquired by Sanlam Ltd. in 2003. MIAC provides tailored life and pension products, including the Merchant Investors pinnacle range of funds, for financial intermediaries and sophisticated investors.

Punter Southall Group Ltd. provides financial planning and investment advisory services. It offers actuarial advice, pensions consulting, risk, administration, health & protection advice, investment consulting and specialist services to private clients, pension scheme trustees, private equity investors, employers, and institutional investors. The company was founded by Jonathan Dominic Punter and Stuart Southall in 1988 and is headquartered in London, the United Kingdom.

CASLP Ltd. is an insurance management firm headquartered in Bristol, UK. The firm was founded in 2011 as Sanlam Life & Pensions UK Ltd. They were acquired by Chesnara Plc (LON: CSN) and changed its name to CASLP Ltd. in 2022. CASLP provides insurance solutions and products to individual and institutional clients.

Nucleus Financial Group Plc is a holding company, which engages in the provision of wrap platform services. Its platform allows clients to invest directly, or via tax wrappers, into a range of asset types, including cash, unit trusts, open-ended investment companies, exchange-traded funds, investment trusts, and other securities. The company was founded by David Ferguson in 2005 and is headquartered in Salisbury, the United Kingdom.