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|
| Address |
2nd Floor, Business Partners Building, 60 Sir Lowry Road |
| Qualifications |
INSETA Exams - Category C,
Short Term - Domestic,
Short Term - Commercial |
| Financial Advisors Fields of Specialisation |
|
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Offshore Investments Group Schemes
|
| Other Companies represented |
Mutual and Federal,
Santam,
Renasa,
Hollard
(All for Short Term) |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R2,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |