Franzall Insurance Brokers

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 Franzall Insurance Brokers Franzall Insurance Brokers - Welcome 
 
 Welcome to Franzall Insurance Brokers
 
Personal Details of Key Individual Franz Johan du Plessis - CFP ®
Licence Categories CATEGORY I
  1.1 Long Term Category A
  1.2 Short Term Insurance:  Personal Lines
  1.3 Long Term Insurance:  Category B1
  1.5 Retail Pension Fund Benefits
  1.6 Short Term Insurance:  Commercial
  1.7 Pension Fund Benefits Excluding Retail
  1.14 Collective Investment Schemes
  1.19 Friendly Society Benefits
Certificates: National Certificate in Financial Planning - Click to view
  Certificate in Financial Planning - NQF (Level 5) - Click to view
 
Personal Details of Individual 2: Salomie van Zijl
Licence Categories CATEGORY I
  1.1 Long Term Category A
  1.2 Short Term Insurance:  Personal Lines
  1.3 Long Term Insurance:  Category B1
  1.20 Long Term Insurance:  Category B2
  1.4 Long Term Insurance:  Category C
  1.5 Retail Pension Fund Benefits
  1.6 Short Term Insurance:  Commercial
  1.7 Pension Fund Benefits Excluding Retail
  1.19 Friendly Society Benefits
 
GENERAL INFORMATION:
 
 
FSB Licence Number 8123
 
Compliance Officer Erika Botha of Infinitus Risk Management Service (Pty) Ltd
Practice registration number: 6172 / 6399 Sel 082 43 8579  e-mail: erika@infinitus.co.za
 
Experience and Qualification Franz du Plessis The adviser has experience since 1994 in the rendering of advice and intermediary services in the financial services industry. The adviser holds the following qualification: NQF 6 National Certificate in Financial Planning.
  Salomie van Zijl The adviser has experience since 1995 in the rendering of advice and intermediary services in the financial services industry. The adviser holds the following qualification: First Level Regulatory Examination: Representavive and Keyindividuals; Qualification NQF4
  Rosy Letsoko The adviser has experience since 1995 in the rendering of advice and intermediary services in the financial services industry. The adviser holds the following qualification: First Level Regulatory Examination: Representavive; Qualification NQF4
Administration Elaine Bothma Short Term Administration
  Debora Maretela Short Term Administration
  Lynda Theron Investment - Life
  Kobie Eveleigh PA Life (Franz du Plessis)
  Sonja Armstrong PA Life (Franz du Plessis)
  Sonja Keulder Respective
  Patsy de Bruin
Persoanl Assistant
 
Contractual Arrangement with Product Providers/Companies No product provider or investment company holds any shares in the FSP nor is the FSP associated with any such institution.

The FSP is contracted with and can market the products of the following institutions: Old Mutual, Sanlam, Liberty Life, Hollard Life, BrightRock, Santam, Auto & General, Zurich-Brolink, Hollard, Mutual & Federal, Brolink Underwriters, Mobility Transport Underwriters, Claredon Transport Underwriting Managers, Renasa, Renasa Taxi Underwriters South Africa, KEU, SHA, Mirabilis, FSP Underwriters.
 
Remuneration The FSP is remunerated by way of commission and fees payable by product providers and companies as set out on the quotation provided.

The FSP has received more than 30% of the remuneration in the past financial year from the following product provider: Hollard/CTU Underwriters
 
Conflict of Interests In the event of a potential conflict of interest in the rendering of advice to clients, the FSP will place the interests of the client first.  In the event where an ownership interest exists or financial interests are received, it will so be disclosed in the Register of Conflict of Interest, a copy of which is available on request.
 
Professional Indemnity Insurance The FSP holds insurance with Southern Cross as Underwriting Manager and Chartis South Africa Limited as insurer.
 
Financial Advisor Intermediary Services The FSP warrants that any adviser that render financial services to a client complies with the fit and proper requirements in terms of the Financial Advisory and Intermediary Services Act. Without in any way limiting and subject to the provisions of the services agreement, the FSP accepts responsibility for the lawful actions of the adviser in rendering financial services within the course and scope of their employment.
 
Advice All information received from and regarding the client will be treated as confidential by the FSP and its personnel. Such information will only be made available if consent thereto is provided in writing or is required by any law.

The Protection of Personal Information (POPI) Act requires us to inform you how we use and disclose personal information we obtain from you.  We are committed to protecting your privacy and will ensure that your personal information is used appropriately, transparently and according to applicable law.

What information we collect:
We collect and process your personal information mainly to provide you with access to the services and products of the providers with whom we have contractual agreements in place and to help us improve our services to you. The type of information we collect will depend on the need for which it is collected and will be processed for that specific purpose only. Where possible, we will inform you what information you are required to provide to us and what information is optional. With your consent, we may also supplement the information that you provide to us with information we receive from other providers in order to offer you a more consistent and personalized experience in your interactions with us. When you elect to take up offerings from our contracted providers they may also require additional information from you and they will be subject to the same privacy regulations as we are subject to.

How we use your information:
We will use your personal information only for the purposes for which it was collected and agreed to with you. This may include:
•  Providing products or services to you and to carry out the transaction you requested;
•  For underwriting purposes;
•  Assessing and processing claims;
•  Conducting credit reference searches or verification;
•  Confirming and verifying your identity;
•  For credit assessment and credit management;
•  For purposes of claims history;
•  For the detection and prevention of fraud, crime, money laundering or other malpractice;
•  Conducting market or customer satisfaction research;
•  For audit and record keeping purposes;
•  In connection with legal proceedings;
•  Providing our services to you, to carry out the services you requested and to maintain and constantly improve our relationship with you;
•  Providing you with communications in respect of the FSP and regulatory matters that may affect you;
•  In connection with and to comply with legal and regulatory requirements or when it is otherwise allowed by law.

Disclosure of your information:
We may disclose your personal information to our providers whose services or products you elect to use.  We have agreements in place to ensure that they comply with our privacy terms and conditions.  We may also share your personal information with, and obtain information about you from third parties for the purposes listed above. 
We may also disclose your information where we have a duty or a right to disclose in terms of applicable legislation, the law or where it may be necessary to protect our rights.

Safeguarding your information:
The POPI Act requires us to adequately protect the personal information we hold and to avoid unauthorised access and use of your personal information. We will continuously review our security controls and processes to ensure that your personal information is secure.  If we need to transfer your personal information to another country for processing or storage we will ensure that any party to whom we pass on your personal information will treat your information with the same level of protection as required from us.

Your rights to access and correction of your personal information:
You have the right to access the personal information we hold about you.  You also have the right to ask us to update, correct or delete your personal information. We will take all reasonable steps to confirm your identity before providing details of your personal information or making changes to your personal information.  You can contact us at the numbers or addresses listed herein and request the information you would like.

Changes to this Notice
Please note that we may amend this notice from time to time.  Please check our website periodically to inform yourself of any changes.  In case we do not have a website we will inform you of material changes to this notice.
 
Financial Intelligence Centre Act The FSP is registered as an accountable institution with the Financial Intelligence Centre and shall be obliged to record and verify client information in the manner prescribed by FICA.

The FSP is also required to report unusual and suspicious financial activities where so obligated by FICA.
 
Complaints Any queries and complaints are to be addressed to the Key Individual as per the contact details provided.

A copy of the FSP’s complaints procedure is available on request.

Should a complaint not be addressed to the satisfaction of the client, it may be referred to the offices of the relevant Ombud, as per the details herein contained.
 
Contact Details for FAIS Ombud Sussex Office Park, Ground Floor, Block B, C/o Lynnwood Road & Sussex Avenue, Lynnwood, Pretoria.  Tel:  012 470 9080  Fax:  012 348 3447
e-mail:  info@faisombud.co.za   Website:  www.faisombud.co.za
 
Contact Details for Ombud for Life Insurance Sunclare Office Building, 20 Dreyer Street, Claremont, Cape Town.
Tel 021 657 5000  Fax 021 674 0951
e-mail:  info@ombud.co.za   Website:  www.ombud.co.za
 
Contact Details for Ombud for Short Term Insurance Sunnyside Office Building, Fifth Floor, Building D, Princess of Wales Terrace, Parktown, Johannesburg.  Tel 011 726 8900  Fax 011 726 5501
e-mail:  info@osti.co.za   Website:  www.osti.co.za
 
Contact Details for Financial Services Board River Walk Office Building, Building B, 41 Matroosberg Road, Garsfontein, Pretoria. Tel 012 428 8000 Fax 012 346 6941
e-mail: info@fsb.co.za   Website: www.fsb.co.za
   
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