FAIS Disclosures (September 2016)

  1. The full trading name is MyMeerkat (PTY) Ltd.
  2. The company registration number: 2015/102401/07.
  3. MyMeerkat (PTY) Ltd. (Meerkat) is an authorised financial services provider, licensed by the FSB (Financial Services Board) to supply Long-term Insurance: Category A, B1, C, B2, Short term Insurance: Category Personal Lines, Commercial Lines, Retail Pension Fund Benefits, Pension Fund Benefits (excluding Retail Pension Benefits), Deposits as defined in the Banks Act, Participatory interest in one or more collective investment scheme.
  4. FSP Number: 46535.
  5. Registered Address: 203 Pine Park, 1 Logan Way, Pinelands, Cape Town, 7450.
  6. Physical and Postal Address: 203, Pine Park, 1 Logan Way, Pinelands, Cape Town, 7450.
  7. Website: https://www.meerkat.co.za
  8. +27 (021) 003 4535.
  9. If you are not satisfied with any aspects of your policy or services provided by Meerkat on behalf of Old Mutual Alternative Risk Transfer Limited (OMART), who underwrites the policy, please contact us on: complaints@mymeerkat.com.
  10. The Meerkat Compliance Officer is Anzel Jewaskiewitz of Masthead (Pty) Ltd, Telephone 0834147503, ajewaskiewitz@masthead.co.za. The Compliance Officer deals with issues relating to Meerkat’s compliance with the Financial Advisory and Intermediary Services Act, 37 of 2002 (FAIS Act).
  11. No specific exemption with regard to any matters covered by the FAIS Act has been granted to Meerkat by the Registrar.
  12. If you feel that Meerkat has contravened the provisions of the FAIS Act, and/or has rendered financial services in a manner that may affect you adversely, please contact the Compliance Officer at the contact details listed above. Alternately, you may contact the FAIS Ombudsman: 012 470 9080 / info@faisombud.co.za / www.faisombud.co.za.
  13. If you have a complaint linked to the insurance contract, you may contact the Ombudsman for Long-term Insurance. 021 657 5000 / info@ombud.co.za / ombud.co.za. The Ombudsman is available for advice on complaints in respect of claims or any other matter which have not been satisfactorily resolved by Meerkat.
  14. Please note that in terms of the Financial Intelligence Centre Act (FICA), Meerkat is obliged to report suspicious and unusual transactions that may facilitate money laundering, to the authorities. Meerkat has and maintains an Anti-Money Laundering Policy in accordance with the FAIS Act.
  15. Meerkat has entered into a written agreement with Old Mutual Alternative Risk Transfer Limited, a registered long-term insurer and member of the Old Mutual Group, and earns 100% of its total remuneration from that agreement.
  16. All fees and commission due to Meerkat will be paid to the company by Old Mutual Alternative Risk Transfer Limited. Such remuneration will be disclosed to you.
  17. No employee of Meerkat shall be remunerated in any way as an incentive for that employee the effect of which will be the creation of a Conflict of Interest with the best interests of any Client. A copy of our Conflict of Interest policy is available via our website: www.meerkat.co.za.
  18. No shareholder, or director, of MyMeerkat (PTY) Ltd. holds more than 10% of the shares issued by any Product Supplier.
  19. Meerkat does not receive non cash incentives from any Product Supplier.
  20. Meerkat consultants who do not meet the full Fit and Proper Requirements as defined by FAIS render services under management supervision.
  21. In order to protect our clients, Meerkat holds Professional Indemnity Insurance with Santam, in the amount of R1 million.
  22. Meerkat retains recordings of all customer interactions including telephone discussions. These will be made available to the client on request.

 

Date of last update: September 2016