Compliance

MyWealth Investments knows that our clients are the cornerstone of our business. We are committed to entrenching a customer-centric culture within the organisation. We strive to provide knowledge of the financial markets, coupled with our dynamic investment products, in order for our clients to pursue and achieve their financial freedom.

MyWealth Investments is an authorised financial services provider, license number 45214. MyWealth Investments is committed to comply with FAIS since the purpose of the Act is to protect the client. Our compliance is overseen by Moonstone Information Refinery (Pty) Ltd, represented by Sashika Addsetts.

Because we understand that the best interests of you, the client, are intrinsic to our business, we have adopted and inculcated the following principles into everything we do:

  • Fair treatment of our clients is central to the firm culture
  • Products and services are designed to meet the needs of our clients and are targeted accordingly
  • Our clients are given clear information and are kept appropriately informed
  • Advice to our clients is suitable and takes account of their circumstances.
  • Our clients are provided with products that perform as firms have led them to expect, and the associated service is both of an acceptable standard and what they have been led to expect
  • Our clients do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint

MyWealth Investments believes that access to the financial markets and the ability to achieve financial freedom are available to all. We will assist our clients by providing the tools to achieve this.

MyWealth Investments COIM Policy
MyWealth Investments CR Policy
MyWealth Investments FICA Internal Rules

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