Transparency you can read for yourself.
Our governing policies set out how we protect your information, treat you fairly and handle your concerns. Each document opens in a new tab.
POPI (privacy) policy
How we collect, use and safeguard your personal information, and the rights you hold over it.
View PDFComplaints policy
How to raise a complaint with us, and the process we follow to resolve it fairly and promptly.
View PDFTreating Customers Fairly
Our commitment to fair treatment and good outcomes for every client we serve.
View PDFFICA policy
How we meet our obligations under the Financial Intelligence Centre Act and verify client information.
View PDFFSP licence
Our official authorisation to operate as a Financial Services Provider.
View PDFCMS accreditation certificate
Our accreditation with the Council for Medical Schemes.
View PDFNeed a document in another format, or have a question about how we handle your information? Get in touch and we will help.