fais information

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fais

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

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

No services are rendered under supervision.

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 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.

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.

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.

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.

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.

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