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Managing your finances,

reaching your goals...

Letter of General Disclosure

Intellivest Financial Services are authorized to provide financial advice and intermediary services as described in the following categories:

 

CATEGORY I

1.1

Long-term Insurance: subcategory A

1.11

Securities and Instruments: Warrants, certificates and other instruments

1.2

Short-term Insurance Personal Lines

1.12

Securities and Instruments: Bonds

1.3

Long-term Insurance subcategory B1

1.13

Securities and Instruments: Derivative instruments excluding warrants

1.4

Long-term Insurance subcategory C

1.14

Participatory Interests in Collective Investment Schemes

1.5

Retail Pension Benefits

1.15

Forex Investment Business

1.6

Short-term Insurance Commercial Lines

1.17

Long-term Deposit

1.7

Pension Fund Benefits (excluding retail pension benefits)

1.18

Short-term Deposits

1.8

Securities and Instruments: Shares

1.19

Friendly Society Benefits

1.9

Securities and Instruments: Money market instruments

1.20

Long-term Insurance subcategory B2

1.10

Securities and Instruments: Debentures and securitised debt

 

 

 

 

CATEGORY II

2.5

Securities and Instruments: Shares

2.10

Securities and Instruments: Derivative instruments excluding warrants

2.6

Securities and Instruments: Money market instruments

2.8

Securities and Instruments: Warrants, certificates and other instruments

2.11

Participatory Interests in Collective Investment Schemes 

A copy of our FSB license is available on request.

Intellivest Financial Services has written authorization and is accredited to provide/market the products of the following insurers and/or financial institutions:

  • Allan Gray
  • Investec Asset Management
  • Investec Wealth & Investments
  • PPS Investments
  • PPS Insurance
  • Hollard Life
  • Standard Bank Online Share Trading
  • Momentum

Intellivest Financial Services (Pty) Ltd currently holds Professional Indemnity Insurance.

Ankie Engelbrecht is registered as the official compliance officer of Intellivest Financial Services (Pty) Ltd. The compliance officer ensures that FIAS-regulations are adhered to, and that the client is provided with the appropriate financial advice. He can also be contacted at the offices of Intellivest Financial Services.

All client information obtained will be handled as confidential and will only be made available upon your written consent or should I be obliged by law to make such information available.

Should you not be satisfied with any of the services provided please send a written complaint to the above address.  A copy of an approved complaints form is available upon request