Intermediary disclosure in terms of the FAIS Act 2002 (Act No. 37 of 2002) — FSB Licence No. 42759.
| Key Individual & Financial Planner | Jurgens Paul Johannes Bekker |
| Financial Planner | Willem Johannes Andries Bergh |
| Physical address | Crestlands Farm, D700 Izingolweni Road, Port Edward, 4295 |
| Cell | 083 775 2255 |
| Tel | 039 311 2100 |
| pbekker@bekkerinvestments.co.za | |
| Postal | PO Box 839, Port Edward, 4295 |
| Physical address | Crestlands Farm, Izingolweni Road D700, Port Edward, 4295 |
| Cell | 082 870 6674 |
| Tel | 039 311 2100 |
| wbergh@bekkerinvestments.co.za | |
| Postal | PO Box 839, Port Edward, 4295 |
Purple Plum Distribution Services (Pty) Ltd — Reg #: 2009/009834/07.
| Firm | National Compliance CC |
| Postal | PO Box 6869, Zimbali, 4418 |
| Tel | 032 946 2921/49 |
| Fax | 032 946 2225 |
General Liability Insurance — Policy number CPIM 464717791, issued by Camargue Underwriting Managers (Pty) Ltd on behalf of Mutual & Federal and certain Underwriters at Lloyds.
An independent brokerage, operating as such since 1983. We have experience in providing advice and service on the following: Retirement Planning; Insurance Planning; Investment Planning; Integrated Planning; Estate Planning; Wills & Estate; Group Schemes.
Proof of contractual relationship with, and accreditation by, the insurers concerned can be obtained on request.
We are paid for our services on a commission basis by the relevant product providers. These commissions are statutory.
In accordance with legislation we keep an updated disclosure register. This register informs you of all financial and ownership interests we may become entitled to, and lists the business relationships we have with product suppliers — ensuring transparency in our dealings. It is available for inspection.
We receive rebates from various fund houses, as determined by them. Depending on the service rendered, an hourly fee may be charged.
All information obtained or acquired about you shall remain confidential unless you provide written consent, or unless we are required by law to disclose it. If you are dissatisfied with any aspect of our service, please address your complaint in writing to admin@bekkerinvestments.co.za. A copy of our Complaints Resolution Policy is available on request.
Contact us and we’ll provide our full disclosure documentation on request.
