Professional indemnity Insurance
Precept Wealth Solutions hold professional indemnity and fidelity insurance cover with Compass Pty (Ltd).
Product accreditation details
The intermediaries are authorised and accredited to give advice in all the products as listed in the annexures hereto. Momentum, Old Mutual, Fairbairn Capital, Ninety One, Liberty Life, Sanlam,Discovery Life, PPS, Allan Gray, Prudential, Investment Solutions, Coronation, RMB International, Nedgroup International, Metropolitan Life, Old Mutual International, Orbis Global, RE:CM, Nedgroup, Ginsglobal, Acsis,Stanlib, Hollard, Sentinel International Trust.
Please note that you are entitled to receive a copy of the Statuary Notice that sets out your rights as a policy holder from the intermediary.
Products and Services
PWS is authorised to carry on business in respect of Financial Advisory and Intermediary Services as Financial Services Provider in respect of the following products and services:
We remind you that all material facts must be accurate and properly disclosed to PWS.
Financial Intelligence Centre Act (FIC)
Please note that we are bound by anti-money laundering legislation which requires the reporting of suspicious and unusual transactions to the Financial Intelligence Centre.
All complaints must be reduced to writing and submitted to Jenifer Steyn at the above contact details.
Conflict of Interest Management Policy