INTERMEDIARY DISCLOSURE

 

Stephanus Adriaan van der Vyver t/a INEXPRO CC
(Authorised Financial Service Provider FSB: 7591)

 

In terms of the Financial Advisory and Intermediary Services Act (FAIS) (ACT NO 37 OF 2002) the following information must be disclosed to clients and potential clients: 

 

Full Name:                            INEXPRPO CC                    

Registration                           Nr1995/49701/23

 

Physical address:                  14 Olienhout Street, Brackenfell, 7560

Postal Address:                    14 Olienhout Street, Brackenfell, 7560

 

As a short-term insurance policyholder you have the right to the following information:

 

Information about Inexpro as an FSP:

Inexpro is authorised to provide financial advice and services on the following short-term insurance products: Personal and Commercial Lines.

 

Our contact information:

Telephone:            (021) 981 1612                                         Fax:                         0866544864
Mobile:                  083 7083130                                           e-mail:                     steph[at]inexpro.co.za

 

How to lodge a claim:

On the happening of any event, which may result in a claim under the policy, please notify me on 083 708 3130 or (021) 9811612. Dependant on your specific product, you will be guided through the process immediately.

 

Other matters of importance:

If the information above was given orally, it must be confirmed in writing within 30 days.

You will be informed of any material changes to the information referred above.

Please read through all the documents we send you to ensure that you understand the contents thereof.

For your protection, some Service providers record all telephone calls.

Inexpro has Professional Indemnity insurance and accepts responsibility for the financial advice.

You are entitled to a copy of the policy documents free of charge.

 

How to lodge a claim:

On the happening of any event, which may result in a claim under the policy, please notify me at 083 708 3130 or (021) 9811612. Dependant on your specific product, you will be guided through the process immediately.

 

Complaints Procedure:

Claims and Compliance related queries: if you dispute the outcome of your claim or have any queries relating to compliance matters, you must address these directly with us. Should the outcome not be satisfactory, you may address your queries to the relevant authority:

For claims-related matters, you may contact the Short-term Insurance Ombudsman.

Contact Details
Tel. 011 726-8900                                                Fax. 011 726-5501                              Postal Address:

Sharecall: 0860 726 890                                        E-mail: info@osti.co.za                        P O Box 32334

                                              Braamfontein, 2017

For any compliance/non-compliance matter relating to FAIS or the Policyholder Protection Rules you may contact our Compliance Officer on +27 (21) 9811612

If your compliance-related complaint is not resolved to your satisfaction, you may refer the matter to the FAISOmbud.

Physical Address:                                                                                                Postal Address:

FAIS Ombud                                                                                                         P.O.Box 74571
Celtis House, Eastwood Office Park                                                                        Lynwood Ridge
Lynwood Road                                                                                                      0040
Pretoria

 

 

Qualifications and membership:

I have achieved the following formal qualifications: Diploma in Business Administration.

Professional Membership, Fellow of the Institute of administration & Commerce of Southern Africa

 

Service Providers & Business Associates:

I represent Renasa Insurance Company Limited, but I place the majority of my business with Santam, HCV, and Associated Marine and Savannah Marine for Goods in Transit products, CEU for Contractors Liability products. I also represent Western National, Mutual & Federal, Auto & General and I am associated with the Resource Centre.

I did receive more than 30% of my last year’s commission and remuneration from a particular insurer.

No insurer holds an ownership interest in my business, nor do I hold an interest in any insurance company.

 

Conflict of interest:

In my duty to disclose any conflict of interest with you as my client, I confirm that there is no conflict of interest in regards to the proposed sales transaction that you are considering, and that my overall recommendation takes into consideration and is based on my analysis and assessment of your financial and security needs

 

Commission:

Upon completion of this transaction, I will be remunerated by way of commission or other remuneration which will be paid to me by the service providers and or Insurance Companies

 

Client Acknowledgement:

As existing or prospective client of Inexpro cc, I/we have read and fully understand the contents of this disclosure.

  

 

 

____________________________________________        _________________________________________

Client Signature                                                                                                 Client Name       

 

  

____________________________________________         _________________________________________

Spouse Signature (where applicable)                                                              Spouse Name (where applicable)

  

 

  _____________________________________                          _________________________________________

Date.                                                                                                                                       Steph van der Vyver

                                                                                                                                                                Inexpro

You may  be asked to sign a copy of this document

Inexpro is an authoriced Financial service provider: Licence Number: 7591