Legal & regulatory
Required disclosures under the Financial Advisory and Intermediary Services Act and related legislation. Highlighted items still need to be confirmed against the licence and compliance file before this page goes live.
XPert Wealth (Pty) Ltd is an authorised Financial Services Provider, FSP No. 51670, regulated by the Financial Sector Conduct Authority.
Registered name, registration number and the categories of financial services for which the FSP is licensed: to be confirmed from the licence certificate.
Details of professional indemnity and fidelity cover: to be confirmed.
We are not tied to any single product house, fund manager or insurer. All fees and remuneration are disclosed in writing before you commit to anything.
Our full conflict of interest management policy is available on request: link to be added.
If you are unhappy with any aspect of our service, please raise it with us first so that we can put it right. Complaints should be submitted in writing to our complaints officer: name and address to be confirmed.
If your complaint is not resolved to your satisfaction, you may refer it to the Office of the FAIS Ombud. Current contact details and referral time limits to be confirmed before publication.
We process personal information in accordance with the Protection of Personal Information Act. Our Information Officer is to be confirmed.
Our PAIA manual and full privacy notice: links to be added.
