Proper financial advice. Since 1992.

COMPLAINTS PROCEDURE

 

Should you wish to pursue a complaint against a key individual or representative of Insuritas Brokers you should address the complaint in writing to us at ronell@insuritas.co.za  If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 324 766.  The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.

 

CONFLICT OF INTEREST MANAGEMENT POLICY

Insuritas Brokers has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.

You can email ronell@insuritas.co.za to request a copy of it.

 

TCF POLICY

Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Services Board to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSCA seriously, in particular, the requirement to treat customers fairly.

 

PRIVACY POLICY

Insuritas Brokers is committed to maintaining the privacy and security of its customers' personal and private information.  Our privacy policy outlines our practices and commitment to the customer and can requested from ronell@insuritas.co.za

 

PAIA MANUAL

This information manual provides an outline of the types of records held by Insuritas Brokers and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”).  It can be requested from ronell@insuritas.co.za

AUTHORISED FINANCIAL SERVICES PROVIDER

 

Insuritas Brokers is an authorized financial services provider (FSP number  11082) in terms of Section 8 of the FAIS Act.

 

 

A copy of our license certificate is available on request.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

COMPLIANCE OFFICER

 

 

 

 

 

 

 

 

 

 

 

 

STATUTORY DISCLOSURE NOTICE

A copy of our Statutory Disclosure Notice can be requested from ronell@insuritas.co.za

NAME

TELEPHONE NUMBER

EMAIL ADDRESS

WEBSITE

Masthead (Pty) Ltd

021 686 3588

info@masthead.co.za

www.masthead.co.za

FSP NAME

REGISTRATION NUMBER

CONTACT PERSON

EMAIL

TELEPHONE NUMBER

Insuritas Brokers

11082

Ronell van Rensburg ronell@insuritas.co.za

 

 0169824274

WEBSITE DISCLAIMER

 

Insuritas Brokers has, and will continue to take reasonable care to ensure that all information, in so far as this is under its control, provided on this website is true and correct. Insuritas Brokers shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website.

 

There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.

 

Links to other sites

Our website contains links to other sites. Please be aware that Insuritas Brokers is not responsible for the privacy practices of such other sites. We encourage users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by this website.

 

 

 

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©2021 | Insuritas Brokers is an authorised FSP. FSCA 11082.  All rights reserved.