License
FSP Name: Magna Wealth
Registration number: 46694
Contact person: Jonathan Maingard
Compliance
COMPLIANCE OFFICER
Name: Masthead (Pty) Ltd
Conflict of Interest
Magna Wealth has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.
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