Financial Junction Investments | To be the best,
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FAIS INFORMATION


As a financial services provider, Financial Junction Investments (Pty) Ltd. is committed, both under legislation and in terms of our own ethical code, to providing you, the consumer, with all the information you need to ensure that you are in possession of all relevant facts about the various parties supplying you with your insurance product. These facts are set out for you below, as required by the Financial Advisory and Intermediary Services Act (FAIS) and for clients who purchase policies in their personal capacity, the Policy Holder Protection Rules. Whilst this information is important it does not form part of your policy wording.

Financial Junction Investments (Pty) Ltd. is an authorised financial services provider (FSP License Number 34901). We are specialists mandated by various Insurers to provide this class of insurance products on their behalf. This document provides you with all the necessary information you need to have about Financial Junction Investments (Pty) Ltd.

Company Details


Company Name: Financial Junction Investments (Pty) Ltd
FSP No: 34901
Company Registration: 2005/020722/07
Vat Registration: 4320225081
Postal Address: PO Box 274, Parklands, 2121
Physical Address: Boundary Place, 18 Rivonia Road, Illovo
Johannesburg
Telephone: (011) 447 1707
Fax: (011) 447 1748
email: coinit@fji.co.za

PROFESSIONAL INDEMNITY AND FIDELITY COVER

Financial Junction Investments (Pty) Ltd holds Professional Indemnity and Fidelity Cover –  Policy Number ACE68116PI insured by New National Assurance Co Ltd

SERVICES UNDER SUPERVISION

No services are rendered under supervision.

SHARES AND REMUNERATION

We hold no shares in any insurance company and no insurer holds shares in Financial Junction Investments (Pty) Ltd. Financial Junction Investments (Pty) Ltd. is remunerated on a commission basis and we earn a fee according to our mandate with various insurers. Financial Junction Investments (Pty) Ltd. does not receive more than 30% of their commission from a single product supplier.

COMPLIANCE

Compliance with the FAIS Act is monitored by Liam Greeff, an external compliance practice manager approved by the Financial Services Board. Postal address is PO Box 600, Park South. 1610. Contact numbers are 016 982-4318(t) and 0866 709943(f). Compliance practice number is 1276.

CLIENT FEES AND COMMISSIONS PAYABLE

Fees and commissions are transparent and detailed in your schedule of insurances or service level agreements  Please note that Financial Junction Investments (Pty) Ltd. reserves the right to charge the client a fee for work done and not accepted.

COMPLAINTS PROCEDURE

Contact Rod Gilchrist, our complaints dispute facilitator on the telephone number above or rod@fji.co.za to lodge a complaint. All complaints must be reduced to writing and any of our representatives will be able to provide you with a copy of our complaints procedure on request.

NON-CASH INCENTIVES

Financial Junction Investments (Pty) Ltd., its principals & employees may from time to time receive non-cash incentives from product suppliers or indirect consideration from other parties, specific details of which will be provided should you request further information.

DISCLOSURE OF INFORMATION

Financial Junction Investments (Pty) Ltd. confirms all information about you obtained or acquired shall remain confidential unless you provide written consent, or unless required by law to disclose such information.

PRODUCT SUPPLIERS (INSURERS)

INVESTMENT HOUSES

Allan Gray
Coronation
Foord
Investec
Momentum Wealth
Prudential
Stanlib
Prescient
Element

LIFE Company

Liberty Life
Liberty Health
Discovery Life
Discovery Health
Altrisk
Hollard
Momentum Life
Momentum Health
PPS
Profmed
Sanlam
Turnberry

SHORT TERM Company

Mutual & Federal
CIB
MUAI
Auto & General
SAU
LUM
Zenith
FSP Solutions
Hollard
Aquarius
CiA
Renasa
Catalyst