Product Owner: TPI
Transact and Protect (Pty) Ltd is an authorized Financial Service Provider (FSP) by the Financial Sector Conduct Authority (FSCA) under FSP number 48459. Transact and Protect Insure operates under the registration number: 2016 / 493905 / 07
1st Floor, Regus Offices Willowbridge
39 Carl Cronje Drive
Cape Town, 7530
Phone: +27 21 205 3565
Underwritten by: Guardrisk Life
Eyethu Funeral Policy is underwritten by Guardrisk Life who is an authorised financial services provider (FSP no. 76).
Postal Address: PO Box 786015, Sandton, 2146
Telephone: 011 669 1000
Administered by: Surestart Online Financial Services (Pty) Ltd
Disclosures concerning Surestart Online Financial Services (Pty) Ltd as required by FAIS:
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: Surestart Online Financial Services (Pty) Ltd
Physical address: 1st Floor, Block B, North Park, Black River Park 2 Fir Street, Observatory, Cape Town, Western Cape, 7925
Postal Address: 1st Floor, Block B, North Park, Black River Park 2 Fir Street, Observatory, Cape Town, Western Cape, 7925
Telephone: +27 (021) 003 8060
Surestart Online Financial Services (Pty) Ltd accepts responsibility for those activities performed by the Representatives that fall within the scope of, or in the course of implementing any such aforementioned agreement.
Hanno Van Aarde is the Key Individual of Surestart Online Financial Services which holds a category I FSP licence no. 47233 and is authorised to provide financial services (intermediary services only) with respect to the following product subcategories:
Neither Surestart Online Financial Services (Pty) Ltd or its representatives owns more than 10% of issued shares directly or indirectly of any Life Assurer or Financial Product Supplier. Surestart is not an associated company of any Life Assurer or Product Supplier.
Surestart Online Financial Services (Pty) Ltd earned more than 30% of their total commission from one Product Supplier within the past 12 months.
Surestart Online Financial Services (Pty) Ltd and its representatives earn their income from Commissions and/or Fees in respect of financial services rendered to you. These Commissions and/or Fees will be disclosed to you.
From time to time we may receive immaterial financial interests from Product Suppliers or Financial Services Providers. A gift register and a Conflict of Interest Management Policy are available upon request. We also implemented a Treating Clients Fairly policy.
The FSP does hold Professional Indemnity Insurance and Fidelity cover. Surestart Online Financial Services (Pty) Ltd has adopted an Internal Complaints Resolution Policy. Should a complaint arise a copy of our Complaints Policy and Procedure is available upon request.
Surestart Online Financial Services (Pty) Ltd is aware that no FSP may request or induce in any manner a client to waive any right or benefit conferred on a client in terms of the General Code of Conduct for Financial Service Providers and Representatives.
All information obtained or acquired from or about you shall remain confidential unless you provide written consent, or unless Surestart Online Financial Services (Pty) Ltd is required by law to disclose such information.
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) 883 8000.