Disclosure
Disclosure Notice
Financial Advisory and Intermediary Services (FAIS) General Code of Conduct 2003
Your Intermediary
| Business Name: | Funeral Fundi (Pty) Ltd |
| Registration Number: | 2018/377056/07 |
| Physical adress: | Room 108, 7 West Quay Road, V&A Waterfront, Cape Town, 8001 |
| Postal Adress: | Room 108, 7 West Quay Road, V&A Waterfront, Cape Town, 8001 |
| Telephone: | +27 63 734 2941 |
| Website: | www.funeralfundi.co.za |
| FAIS registration (FSP.Nr): | FSP: 49694 |
In terms of the FSP license, Funeral Fundi (Pty) Ltd is authorised to give Intermediary Services and/or Advice for products under:
CATEGORY I:
Long-term Insurance : Category A
Without in any way limiting and subject to the other provisions of the Services Agreement/Mandate, Surestart Online Financial Services (Pty) Ltd accepts responsibility for the lawful actions of their representatives (as defined in the Financial Advisory and Intermediary Service Act) in rendering financial services within the course and scope of their employment. Some representatives may be rendering services under supervision and will inform you accordingly
| Legal and contractual relationship with the Insurer: | Non-Mandated Insurer |
| Professional Indemnity and/or Fidelity Cover: | In Place |
| Claims contact details: | hello@funeralfundi.co.za |
| Complaints contact details | hello@funeralfundi.co.za |
| Compliance Officer: | Moonstone Compliance |
| Conflict of Interest Policy: | In Place |
Moonstone Compliance (Pty) Ltd is the businesses compliance officer. Moonstone Compliance can be contacted at: Physical address: 25 Quantum Street, Technopark, Stellenbosch, 7600, Tel No: (021) 8838000.