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Managing your finances,

reaching your goals...

Compliance Overview

At Intellivest Financial Services (IFS) we strive to create a partnership with you, our client, which ensures total peace of mind regarding your financial provision. This can only be guaranteed by ensuring complete transparency and regular feedback on all out services to you.

Intelivest Financial Services are both FAIS and FICA certified and abides to the following policies:

Access to information

For guidance and assistance on how to obtain information from Intellivest Financial Services, please see the ‘Access to Information Manual’ prepared according to the Promotion of access to information act.

Conflict of Interest Policy

At Intellivest Financial Services the client, as well as the client’s needs are always the first priority. It is therefore that we aim to deliver all services without any irregularities or any sign of conflict of interest, which may hamper objectivity or the quality of advice given by any of our financial advisers.

For information on how Intellivest Financial Services manage and control conflict of interest within the company, please see the ‘Conflict of interest Policy’.

Complaints

At Intellivest Financial Services we aspire to maintain long term relationships with all out clients. We strive to do this by not only providing the best products with the lowest fees and commissions, but also by delivering exceptional continuous service.

If you do however have any complaints, please contact our complaints officer, Ankie Engelbrecht, or send an email directed to Ankie, within the ‘Contact us’ section on this website.