License

FSP Name: Magna Wealth

Registration number: 46694

Contact person: Jonathan Maingard

Email: jono@magnawealth.co.za

Telephone number: 083 776 3015


Compliance

COMPLIANCE OFFICER

Name: Masthead (Pty) Ltd

Telephone number: 021 686 3588

Email address: info@masthead.co.za

Website: www.masthead.co.za


Conflict of Interest

Magna Wealth has adopted and implemented a Conflict of Interest Management policy that complies

with the provisions of the FAIS Act.

You can email jono@magnawealth.co.za to obtain a copy of it.


COMPLAINTS PROCEDURE

Should you wish to pursue a complaint against a key individual or representative of Magna Wealth, you

should address the complaint in writing to us at jono@magnawealth.co.za

If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS

Ombud, at info@faisombud.co.za or telephone number 0860 324 766. The Ombud has been

created to provide you with a redress mechanism for any inappropriate financial advice that you

feel may have been given to you by a financial advisor.


TCF POLICY

Our Treating Customers Fairly policy is centred around the guidelines

provided by the FSCA to ensure we consistently deliver fair outcomes to our

clients and take responsibility for the business and staff providing an

enhanced service quality to clients, based on a culture of openness and

transparency. As a business, we take the requirements of the FSB seriously, in

particular, the requirement to treat customers fairly.


PRIVACY POLICY

FSP NAME is committed to maintaining the privacy and security of its

customers, personal and private information. Our privacy policy outlines our

practices and commitment to the customer and a copy can be requested via email at jono@magnawealth.co.za


PAIA MANUAL

This information manual provides an outline of the types of records held by

FSP NAME and explains how one may submit requests for access to these

records in terms of the Promotion of Access to Information Act, 2 of 2000

(“the Act”). It is available on request via email at jono@magnwealth.co.za


WEBSITE DISCLAIMER

Whilst every care is taken to ensure that the information on Magna Wealth’s

website is current and accurate, please click here to read our full disclaimer

notice.