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Managing your finances,

reaching your goals...

Letter of Disclosure - Nicol Coetzee

Dear Mr/Mrs

According to the FAIS-law, I would like to bring the following to your attention:

My name is Nicol Coetzee and my contact details are:

Postal address:                        PO Box 73026; Fairland; 2030

Physical address:                     Unit 16; Sunpark; 178 Smit Street; Fairlands; 2195

Contact Tel No:                        011 782 2868

E-mail address:                        This email address is being protected from spambots. You need JavaScript enabled to view it.

FSP Number :                          22561

I’m in the service of Intellivest Financial Services, an authorised Financial services provider, who accepts the responsibility in my position as a licensed and authorised representative.

I have been providing financial advice and intermediary services on behalf of Intellivest Financial Services since 2013. The scope of products that we offer include: Investment planning, Retirement planning; Death and Disability cover and Estate Planning.

I am authorised 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

I do not directly or indirectly hold more than 10% of the respective insurers’ listed or unlisted shares. Intellivest Financial Services is also not an associated company of any specific insurer. I have received more than 30% of my total remuneration in the previous year from the Allan Gray platform. This is because the bulk of services offered is being provided by Allan Gray as a platform administrator which also sells the products of its competitors. I’m compensated for my services by means of commission and/or a management fee, which is being paid to me by the product supplier.  My compensation/remuneration varies from product to product and can be negotiated. 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