GARIEP FINANCIAL PLANNERS
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    • FAIS
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FAIS

FAIS Law of Financial Advisors and Intermediary Services 2002 (FAIS) This law seeks to give you more protection to the customer. This law regulates the quality financial advice and the sale of financial products. For the client, it means transparency, and disclosure of all information, including fees that may be charged. For Gariep Planners, it means that we are obliged to enter into all business records. Similarly, in all advice given, we must comply with the requirements of the law. So, in order to comply with the requirements of the law, all planners of Gariep Planners are licensed to the Financial Services Council. The FDR is the governing body that ensures that all advisors, planners and brokers are properly trained according to industry standards. On request, all Gariep planners can show their license.

​Our FSP number is 15197.

By law, you will be asked by planners to sign a mandate that will ensure that your investments / needs are conducted according to these guidelines.

Bottom, see copy of our license:

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What Our Clients Are Saying

"In times when you really need the best advice possible, that's when you need to know where to turn. Thank you to Elna and her team for going the extra mile when I needed it most."

Your Money

  • Money Market vs Income Fund
  • Why a Retirement Annuity?
  • ​Investments
  • South Africans still under-assured

Contact Us

Tel. 051 634 1329
E-mail: gariep@gariepfinplan.co.za

Address:
78 Smith Street
Aliwal North
9750

www.gariepfinplan.co.za

Copyright Gariep Financial Planners. All Rights Reserved. Website by Get Noticed.
  • Home
  • Who are we?
  • Services
    • Financial Planning
    • Medical Aid Consultants
    • Estate Planning
    • Wills and Trusts
    • Life Insurance
    • Money Market vs Income Fund
    • Why a Retirement Annuity?
    • Short Term Insurance
    • Investments
    • Product Contracts
  • Compliance
    • FAIS
    • FICA
    • POPI
    • Terms & Conditions
  • Claims & Requests
  • Contact