Patricia Reed of Practical Compliance Solutions (Pty) Ltd
Practice number 7412.
Professional Indemnity Insurance – Broker/Intermediary: AON South Africa
Pty) Ltd
(Reg No: 1978/004501/07), FSP No: 20555 – Underwritten by: Sintelum (Pty) Ltd
(Reg No: 2009/0044225/07)
Contractual relationships are held with the following Insurers:
FMI; Hollard Insurance; Liberty Life; Momentum; Old Mutual; Sanlam; Discovery, Ashburton, Bidvest, PPS, Brightrock.
Nedbank Private Wealth; Allan Gray; PSG; Ninety One; Stanlib; Skybound Capital; Coronation; Old Mutual Wealth; Old Mutual Wealth Private Client Securities; Old Mutual International; Momentum Wealth; Momentum Wealth International; Sanlam Glacier; Capital Insurance Group; Peregrine Capital; Ashburton; PPS; Discovery; Bidvest; Brightrock.
The FSP’s above do not directly or indirectly hold more than 10% of any insurer’s Shares. The FSP’s above received more than 30% of last year’s commission and remuneration from Old Mutual.
Proof of contractual relationship with and accreditation by insurers concerned can be obtained on request. Product suppliers’ information is available on our website: www.bekkerinvestments.co.za. We are paid for our services on a commission basis by the relevant product providers. These commissions are statutory.
We wish to advise that all information obtained or acquired about you shall remain confidential unless you provide written consent or unless we are required by law to disclose such information. In the event that you are dissatisfied with any aspect of our service, you should address your complaint in writing to us at: admin@bekkerinvestments.co.za A copy of our Complaints Resolution Policy is available on request.
Complaints Policy Conflict of Interest Management Policy Protection of Personal Information Policy Treating Customers Fairly Promotion of Access to Information Act (PAIA)
In accordance with legislation a Conflict-of-Interest Management Policy has been implemented and updated disclosure registers are kept. These registers inform you of all financial and ownership interests that we may become entitled to and lists the business relationships with product suppliers.
This document ensures transparency in our dealings with our customers and 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.
