CERTIFIED FINANCIAL PLANNER®
Gemagtigde Finansiële Diensverskaffer
I am paid for my services by being paid a commission or by charging a service fee of R1 200.00 per hour or as per advised tariff.
I do hold professional indemnity insurance of R5 million.
I, Willem Nienaber:
Do not directly or indirectly hold more than 10% of any insurer’s shares.
Do not receive more than 30% of my commission from any insurer.
Compliance of the FAIS Act is monitored by Masthead (PTY) Ltd, a compliance practice that has been approved by the Financial Services Board.
Postal address is PO Box 765, Howard Place, 7450. Contact numbers: Tel 021-686 3588 and Fax 021-686 3589.
Is a proud member of the Masthead Financial Advisors Association, which provides me with services such as a compliance, practice management and technology support? This support helps me to provide you with a more professional service.
The compliance service enables my practice to be compliant with FAIS legislative requirement. Through the practice management support, I am able to run a more professional business and therefore able to provide you with an improved service and enhanced support.
Do have an updated disclosure register which we keep in accordance with legislation.
This register informs you, our client of all financial and ownership interests that I/we may become entitled to and lists the business relationships that I have with the product suppliers.
This document transparency in my/our dealings with our customers and is available for inspection.
Treat all information obtained or acquired about you as confidential unless you provide written consent, or unless I am required by law to deliver much information. Have a complaints procedure in place. In the events that you are dissatisfied with any aspect of our service, you should address your complaint in writing at the above address. A copy of my complaints Resolution Policy is available on request.