Disclosure

PPA Advisory Services (Pty) Ltd is an Authorised Financial Services Provider
FSB Licence No. 10056

Legal Status and Contractual Relationship

PPA Advisory Services (Pty) Ltd are independent financial planners/advisors who are licensed to render financial services and is paid for their services in the form of fees and commissions. A copy of the licence, which contains details of the financial services PPA is authorised to provide, as well as any exemptions, is available for inspection on request. PPA does not hold more than 10% of the shares issued by any insurers, or received more than 30% of its total commission and remuneration from any insurance company in the previous calendar year. In the event that you are dissatisfied with any aspect of service, you should address your complaint in writing to Preggie Pillay at the address listed below.

A copy of the Complaints Policy is available on request. We at PPA may from time to time receive non-cash incentives from product suppliers or indirect consideration from other persons. We will provide specific details should you request further information.

The financial services provider acknowledges that in the course of rendering services in terms of any broker authority to the client, he shall come into possession of information of a confidential nature. The broker shall not, whether during the course of this agreement or at any time thereafter use or disclose or allow third parties to use or disclose any of the confidential information except to the extent permitted by the client.

Compliance Officers:  Compliance with the FAIS Act is monitored by Louise Pardy and associates (Pty) Ltd, a compliance practice approved by the Financial Services Board. The contact telephone number is 031 - 5640560 / 0824591520, [email protected]

Professional Indemnity Insurance  - AON

PPA is authorised to provide advisory services on:

Investment Fund Managers
  • Allan Gray
  • Coronation
  • Prudential
  • Nedgroup Investment
  • Marriott
  • Foord
  • Investec
  • A range of Shari’ah Compliant Funds
  • A range of other Fund Managers available on the Allan Gray Administration Platform

Life & Investment facilities of

  • Old Mutual
  • Sanlam
  • Liberty
  • Discovery 
  • PPS
  • Momentum
  • Hollard

Medical Aids

  • Discovery Health
  • Profmed
  • Liberty Medical Scheme

Gap Cover

  • CompliMed
  • Stratum