Disclaimer
This notice is applicable to any recipient of any email from Independent Investment Solutions (Pty) Ltd (Independent Investment Solutions).
Any review, retransmission, dissemination, copying, disclosure or other use of, or taking of any action in reliance upon, this information by any person or entity other than the intended recipient is prohibited.
If you have received the email in error, please notify the sender by return email and delete the email. This email should not be copied or used for any purpose other than intended, nor should it be disclosed to any other person.
Any views expressed in this email are those of the individual sender, except where the sender specifically states them to be the view of Independent Investment Solutions. The information contained in this email and on the Independent Investment Solutions website should not be construed as financial advice, unless otherwise stated.
Independent Investment Solutions is not liable for the security of information sent by email at your request, nor for the proper and complete transmission of the information contained in the communication, nor for any delay in its receipt. Please note that the recipient must scan this email and any attached files for viruses and the like. Independent Investment Solutions accepts no liability for any loss, liability, damage or expense of any nature, resulting directly or indirectly from the access of any files which are attached to this email.
Investment Risk Disclaimer
The i² range of investment solutions are exposed to varying levels of market risk and are therefore considered medium to long term investments. The value of any of the i² investment solutions may go up as well as down and past performance is not necessarily indicative of future performance. i² assumes no liability for any loss or damage (direct, indirect or consequential) that may be suffered from utilising or relying on the information contained herein.
Privacy Policy
PERSONAL INFORMATION
Independent Investment Solutions respects your privacy and is committed to keeping your information confidential.
You may update personal information at any time by e-mailing info@i2solutions.co.za. You may also view or request your personal information that Independent Investment Solutions has on record and/or correct it if necessary on written request to Independent Investment Solutions.
Access to your personal information held by Independent Investment Solutions may also be requested by third parties. The Promotion of Access to Information Act, 2000 (PAIA) regulates and sets out the procedure for such a request and under which circumstances such access may be refused.
USE OF INFORMATION
Personal information is used as is appropriate in the normal course of business to provide the products and services you have requested. Independent Investment Solutions may retain any information for purposes of product and/or financial transaction processing and administration or to communicate directly with you.
SHARING OF INFORMATION
All personal information supplied to Independent Investment Solutions or collected by Independent Investment Solutions is kept strictly confidential. Independent Investment Solutions will disclose or report personal information if and when required to do so by law or any regulatory authority, and to its employees or agents who require such information to carry out their duties.
SECURITY OF INFORMATION
Independent Investment Solutions takes all reasonable steps to protect your personal information, including, where appropriate, the use of encryption technology.
Independent Investment Solutions cannot however guarantee the security of any information you transmit to Independent Investment Solutions electronically and you do so at your own risk.
ELECTRONIC COMMUNICATIONS AND RECORDS
Client Complaint Process
Please note that this process applies to Independent Investment Solutions (Pty) Ltd (Independent Investment Solutions).
1.1 Any dissatisfaction with a service provided by Independent Investment Solutions.
2. How should I go about complaining to Independent Investment Solutions?
2.1 Please lodge a complaint in writing to Independent Investment Solutions, addressed to Client Services, using any one of the following addresses:
Physical Address:
Unit 16B, Willowbrook Office Park
Van Hoof Street
Ruimsig
1724
Postal Address:
PO Box 1211
Ruimsig
1724
Email: info@i2solutions.co.za
Tel: +27 (0)10 597 6687
2.2 The complaint must contain all of the following:
2.2.1 Client Details
2.2.2 Details of the Complaint
2.2.3 Any documentary proof, where applicable
2.3 Upon receipt by Independent Investment Solutions of the above-mentioned information, your complaint will be acknowledged by the Independent Investment Solutions staff member that will assist in the resolution of your complaint. Where possible, Independent Investment Solutions endeavours to resolve your complaint within five business days of receipt of your complaint, considering the nature of the complaint and the product type. A full record of each complaint received, and all subsequent correspondence will be kept on record by Independent Investment Solutions for such periods as prescribed by relevant legislation.
3. What if you are still unhappy?
Independent Investment Solutions should always be given the opportunity to resolve the complaint. However, should you be dissatisfied with the response from Independent Investment Solutions, you may refer your complaint to the Ombudsman, the details of which are set out below.
Complaints relating to intermediary services provided by Independent Investment Solutions, as an authorised financial services provider, may be directed to the Financial Advisory and Intermediary Services Ombud (FAIS Ombud). The FAIS Ombud acts independently and objectively. In complaints before the FAIS Ombud the complainant and any other party to the complaint are expected to give their fullest co-operation so as to dispose of the complaint within a reasonable time.
Contact details for the FAIS Ombud:
Physical Address:
FAIS Ombud
Eastwood Office Park
Baobab House
Ground Floor
Lynwood Ridge
0081
Postal Address:
PO Box 74571
Lynwood Ridge
0040
Client Contact Division:
0860FAISOM (0860 324 766)
Tel: +27 (0)12 470 9080
Fax: +27 (0)12 348 3447
Email: info@faisombud.co.a
www.faisombud.co.za