Directors: CM Sussman (CEO), R Sussman, L Fanaroff.
Tel: 0861 268373 (0861 covered) Fax: 0865 208881 Email: firstname.lastname@example.org
PO Box 1267, Sea Point, 8060, Cape Town, South Africa
is a juristic representative of:
Lionel Isaacs Insurance Brokers (Pty) Ltd
Directors : RJ Segal(Managing), LB Williams, CN Watkins
Authorised Financial Services Provider : FSP No 13343 Reg No: 1988/003853/07 VAT No: 4930103017
Tel: +27 11 483-1802 Fax: +27 11 728-4350 Email: mailto:email@example.com
Postal: PO Box 3436, Johannesburg, 2000, South Africa
Lionel Isaacs Insurance Brokers (Pty) Ltd (herein referred to as LIIB)
We are a Financial Service Provider and have been in the financial services industry since 1965.
In terms of the Financial Advisory and Intermediary Service Act (FAIS) (ACT NO 37 of 2002), we are required to disclose the following:
I have training and experience to advise my clients on the following business lines and any other specialised risks that fall within the short term industry.
SHORT TERM INSURANCE:
- Personal Lines
I have achieved the following formal qualifications: RE 5 Regulatory Exams and am a Representative of the above-mentioned financial services provider and have been in the industry for 26 years.
As a Representative of the financial services provider, I have access to and have been accredited to advise on products from and not limited to the following product providers:
In terms of Section 45 of the Short Term Insurance Act (ACT NO 53 of 1998), Lionel Isaacs and Co (Pty) Ltd are authorised to collect premiums from our clients. Lionel Isaacs’ annual financial statements are subject to a statutory audit and an IGF (Intermediary Guarantee Fund), as required by the Short Term Insurance Act (ACT NO 53 of 1998), is in place.
We do not own more than 10 % of issued shares directly or indirectly of any Financial Product Provider. We are not an associated company of any product provider. We have earned more than 30 % of our total fees or commission from Zurich and Santam.
We earn our income from commission/fees that the Product Provider pays over to us on the products purchased by our clients and/or by charging a fee for services rendered to our clients.
LIIB have Professional Indemnity Insurance cover of R75 million underwritten by AIG South Africa Limited.
SWK Independent Compliance Services is LIIB’s compliance company and is represented by compliance officer Schalk Kruger. Contact Details: 271 Orion Avenue, Waterkloof Ridge, Pretoria, 0181. Compliance Practice No: 5410 Tel No: 012-347 1801 / 082 570 3629 Fax No: (086) 571 8263 E-Mail : firstname.lastname@example.org
In terms of the FAIS Act we are obliged to set up a complaints resolution process and a conflict of interest policy. Please contact our office should you wish to get more detailed information in this regard.
Confidentiality Warning: The information contained herein is confidential and is intended solely for the addressee. If you are not the intended recipient, any disclosure, copying, distribution or any action taken in reliance thereon is prohibited and may be unlawful. Save for bona fide company matters, Lionel Isaacs Insurance Brokers / Lionel Isaacs & Co (Pty) Ltd does not accept responsibility for the opinions expressed in this communication.