Financial Advisory and Intermediary Services Act Disclosure
In terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS), we are required to provide you with the following disclosures:
Licence Details
- Business Name: HR Wealth t/a Multi Brokers
- FSP Licence Number: 1907
- Category of Services: Category I — Financial Planning, Long-term Insurance, Short-term Insurance, Investments
- Regulatory Authority: Financial Sector Conduct Authority (FSCA)
Key Individuals
- Johan Pretorius — Managing Member (BCom Financial Management, Adv Cert Taxation, CPF)
- Wessel Schuurman CA(SA) — Representative (BCom Chartered Accountancy, BAcc Honours CTA, SAICA Member)
Independence
Multi Brokers is an independent intermediary. We are not tied to or exclusively contracted with any single product provider. Our advice is provided in your best interest.
Remuneration
We are remunerated through commission and/or fees as disclosed in your record of advice. Details of our remuneration will be disclosed to you prior to any transaction.