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:

 21 Somerset Crescent, Durbanville, 7550

 Postal Adress:   21 Somerset Crescent, Durbanville, 7550
 Telephone:  0861 086 000
 Website:  www.funeralfundio.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.