Regulatory Disclosures

Last updated October 2026

[Legal entity name] · [Registration number] · [Regulatory status] · [FSP number and categories, where applicable] · [Authorised dealer relationship wording] · [FIC accountable institution status, where applicable] · [Key individuals] · [Professional indemnity, where applicable]

Privacy Notice (POPIA)

Last updated October 2026

What personal information we collect, why we collect it, how long we keep it, who we share it with, and your rights under the Protection of Personal Information Act.

Information Officer: [Name] · [Email] · [Phone]. You may also contact the Information Regulator.

PAIA Manual

Last updated October 2026

Our manual under the Promotion of Access to Information Act, including how to request records.

Complaints

Last updated October 2026

1. Contact your PCM specialist or email complaints@[domain].
2. We acknowledge within [X] business days and respond within [X] business days.
3. If unresolved, escalate to [ombud / regulator, where applicable].

Conflicts of Interest

Last updated October 2026

How we identify, manage and disclose conflicts of interest.

Terms of Use

Last updated October 2026

The terms that apply to this website. Rates and figures shown on this website are illustrative and are not quotes.

Cookie Notice

Last updated October 2026

Which cookies we use and how to manage them.

Fraud and Payment Security

Last updated October 2026

How we will contact you

We will never ask for banking passwords, PINs or OTPs, and never change payment instructions by email alone. If in doubt, call +27 (0)10 594 2100 on the number on this website.