Certification

The following members of our team have Certification in terms of section 13 of the Financial Advisory and Intermediary Services Act (FAIS Act) – Act 37 of 2002.

Charmaine Warne
David Pohl
David Winstanley
Marco Bucceri
Matthew Pohl
Richard Pohl

Our internal quality management processes and commitment to professional, consistent service is underpinned by a number of our internal company policies. These policies have been developed around best business practices and current sector legislation and regulations.

Our key policies include:

Treating the Customer Fairly Policy
Protection of Personal Information Policy
Conflict of Interest Policy
Internal Complaints Policy