Bekker Investments

DISCLOSURE

INTERMEDIARY DISCLOSURE IN TERMS OF THE FAIS ACT 2002

 (ACT NO. 37 OF 2002) – FSB License No. 42759

Key Individual and Financial Planner:

Jurgens Paul Johannes Bekker

Financial Planner:

Willem Johannes Andries Bergh

Contact details:  

Paul Bekker:

Physical Address:

Crestlands Farm,D700 Izingolweni Road. Port Edward, 4295

Cell: 083 775 2255

Tel:  039-311-2100

Email: pbekker@bekkerinvestments.co.za

Postal: PO Box 839, Port Edward, 4295

Willie Bergh:

Physical Address: Crestlands Farm, Izingolweni Road D700, Port Edward, 4295

Cell: 082 870 6674

Tel:  039-311-2100

Email: wbergh@bekkerinvestments.co.za

Postal: PO Box 839, Port Edward, 4295

Legal and Contractual Status of FSP:             

Purple Plum Distribution Services (Pty) Ltd Reg #: 2009/009834/07

Compliance Officer:                              

National Compliance CC

PO Box 6869, Zimbali  4418

Tel: 032 946 2921/49 and Fax: 032 946 2225

Please refer to our website for the following information; 1) Complaints Policy 2) Conflict of Interest Management Policy 3) Protection of Personal Information 4) Treating Customers Fairly 5) Promotion of Access to Information Act

Indemnity Insurance:

General Liability Insurance Policy number CPIM 464717791 issued by Camargue Underwriting Managers (Pty) Ltd on behalf of Mutual & Federal and certain Underwriters at Lloyds,

Relevant Experience: 

An independent Brokerage, operating as such since 1983. We have experience in providing advice and service on the following topics: Retirement Planning;    Insurance Planning;    Investment Planning; Integrated Planning;   Estate Planning;   Wills & Estate;   Group Schemes

Relationships:      

We have contractual relationships with the following Insurers:

Hollard; FMI; Liberty Life; Momentum; Old Mutual; Sanlam; Discovery Life

We have Intermediary Agreements with the following Wealth Managements and Banks

Nedbank Private Wealth;  Allan Gray; Coronation;  PSG;  Skybound Capital;  Investec; Stanlib; Bridge Finance; Old Mutual International; Old Mutual Wealth; Momentum Wealth; Sanlam Glacier

Vested Interest:

We do not directly or indirectly hold more than 10% of any insurer’s Shares.

We did receive more than 30% of our last year’s commission and remuneration from Old Mutual.

We are not an associated company of any insurer.

Authorisation:

Proof of contractual relationship with and accreditation by 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.

Financial Interests:

In accordance with legislation we keep an updated disclosure register. This register informs you of all financial and ownership interests that we may become entitled to and lists the business relationships that we have 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.

Dependant on the service rendered, an hourly fee may be charged.

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 any 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.