Disclosure

Travelsafe 

1st Floor, Block B, North Park, Black River Park

2 Fir Street, Observatory,

Cape Town, Western Cape, 7925

Tel: +27 87 550 9060

Email: info@travelsafe.co.za


Travelsafe is an affiliate of 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 87 550 9060                                                                              

Email : info@surestart.co.za                                       

Surestart Online Financial Services (Pty) Ltd accepts responsibility for those activities performed by the Representatives that falls within the scope of, or in the course of implementing, any such aforementioned agreement.  

Hanno Van Aarde & Henk Roos are the Key Individuals of Surestart Online Financial Services which holds a category I FSP licence no. 47233 and are authorised to provide financial services (advice and intermediary services) with respect to the following product categories:

 

 Category Description

       Advice      

   Intermediary

 CATEGORY I

   

 Long-Term Insurance : Category A

X

X

 Short-Term Insurance : Personal Lines

X

X

 Long-Term Insurance : Category B1

X

X

 Long-Term Insurance : Category B2

X

X

 Long-Term Insurance : Category C

X

X

 Retail Pension Benefits

X

X

 Short-Term Insurance : Commercial Lines

X X

 Participatory interests in Collective Investment Schemes

X

X

 Deposits Defined in the Banks Act - exceeding 12 months

X

X

 Deposits defined in the Banks act - 12 months or less

X

X

 Friendly Society Benefits

X

X

     

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.

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 disclosed 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) 8838000.