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  1. Disclaimer
    Providence Wealth has taken and will continue to take care that all information, in so far as this is under its control, provided on this website is true and correct. However, Providence Wealth shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information or links provided through this website.There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.
  2. Licence Conditions
    Providence Wealth is an Authorised Financial Services Provider (FSP No: 45796) licenced in terms of the Financial Advisory and Intermediary Services Act, 2002 (FAIS) to render financial services in various categories and sub-categories. A copy of our Statutory Disclosure detailing these categories and sub-categories is available upon your request.
  3. Terms of Use
    The Promotion of Access to Information Act, No 2 of 2000 (The Act) gives persons the right of access to information that is required for the exercise or protection of any rights. For access to information to be granted, certain requirements must be met.The Act requires private bodies such as Providence Wealth to compile a manual, designed to assist people who want to exercise their right to access to information.This manual, as well as the prescribed request form and fees payable should you wish to exercise your right of access to information, is available upon request.
  4. Conflict of Interest Policy
    A conflict of interest arises when an actual or potential interest may influence you to not act fairly, independently and objectively towards your client. Providence Wealth follows a policy, which is required by the General Code of Conduct to the Financial Advisory and Intermediary Services Act (FAIS). This policy is available upon request.
  5. Complaints Policy
    Our commitment is to provide excellent service to our clients. All complaints are taken seriously, and we aim to resolve complaints to the satisfaction of our clients wherever possible. A copy of our Complaint’s Policy is available upon request.
  6. Compliance Officer
    Providence Wealth prides itself in offering the highest level of professional service, however, should you have a complaint, we encourage you to bring it to our attention as soon as possible. Failing that, you are encouraged to contact Providence Wealth’s Compliance Officer who will be able to assist you.

    Name: Jaconette de Beer
    Telephone Number: 021 883 8000
    Email: jaconette@moonstonecompliance.co.za
    Address: 25 Quantum Street,
    Technopark,
    Stellenbosch,
    7600
  7. Protection of Personal Information Act (POPIA)
    In order to provide investment advice, we have to process your personal information. We will treat your personal information with caution and have put reasonable security measures in place to protect it.
    Our Privacy Notice provides the details of how we deal with the personal information of our clients.
    – Protection of Personal Information Policy (POPI Policy).
    – Privacy Notice – Protection of Personal Information Act (POPIA Privacy Notice)
  8. Promotion of Access to Information Act (PAIA)
    Providence Wealth recognises everyone’s right to access to information and is committed to provide access to the organisation’s records where the proper procedural requirements as set out by PAIA and POPI have been met.
    Promotion of Access to Information Policy (PAIA Policy)