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Managing your finances,

reaching your goals...

FAIS

Financial Advisory & Intermediary Services Act (FAIS), 2002

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.

The FAIS act also aims to offer you exactly that. The objective of the act is to offer you, the consumer, far greater protection than you may have experienced before. It regulates the quality of financial advice, as well as the selling of financial products.

To you, our client, it means that you are entitled to full transparency and disclosure of information and fees on any financial product that is sold to you.

For IFS, it means that we are obliged to keep proper records of all transactions and client contacts, as well as complying with legislation aimed at addressing the quality of advice that is given.

In line with this law and to ensure that you get the best advice, IFS and all our financial planners are licensed with the Financial Services Board (FSB), the controlling body that ensures that financial planners, advisors and brokers are properly trained to an acceptable industry standard.

All IFS financial planners will be able to show you a certificate of our licence on request. Our FSP licence Number is 22561.

At IFS we do not only strive to comply with the FAIS act, but to ensure best practice and the highest quality service at all times.

To view a copy of our FSB license please click here.