Find out more www.altus.co.uk +44 (0)1225 438 000 enquiries@altus.co.uk Case Study: Liberty Group: Meeting the challenge of South Africa’s RDR KEY METRICS • 170k c u s t omer s • R 130bn AuA (~£7.5bn) BACKGROUND With South Africa’s Retail Distribution Review (RDR) taking effect in 2017, LISPs (Linked Investment Service Providers; platforms to the rest of the world) in South Africa are facing a shake-up. Combined with other legislative changes on the horizon in South Africa, including the delayed changes to the rules for pension and provident funds, platforms face a period of significant change. Liberty Group recognised early on that the impending changes will make the platform market more competitive, requiring operators to drive down costs and improve operational efficie

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