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Portfolio Management
Services

Graff Properties opens and manages separate account for each Body Corporate & Estate on behalf of the client, allowing scheme Executives real-time access to view all relevant accounts information, transactions, and financial statements.

A dedicated portfolio manager, with support team comprising of Portfolio Administrator, Bookkeeper and Collections Clerk, acts as the point of contact for all sectional titles scheme related queries and resolution advice

Coordination and attendance of all trustee/general meetings, including the preparation and distribution of meeting minutes

Continuous liaison and guidance to trustees in relation to legislation requirements, scheme matters and financial reporting

Application of conduct/management rules and provision of information / advice

Ensuring compliance of statutory requirements in terms of Sectional Title Schemes Management Act/CSOS Act;

Ensuring compliance and processing of information in accordance with the conditions in POPIA.

Attorney collections liaison

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