ADFINITY MODEL PORTFOLIOS IN ASSOCIATION WITH
Adfinity Financial Consulting cc is an independent financial consulting company. We are client centric and believe in integrity, honesty and transparency.
We offer a comprehensive service and specialise in wealth management.
Adfinity Financial Consulting CC is a Licenced Financial Services Provider (FSP no: 37367)
Download Compliance Documentation
This information manual provides an outline of the types of records held by Adfinity Financial Consulting cc 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 can be read here.
Drafting in process – To follow
Should you wish to pursue a complaint against a Key Individual or a Representative of Adfinity Financial Consulting cc, you should address your complaint to us in writing first, at firstname.lastname@example.org. If you cannot settle the complaint with us, you are entitled to refer the complaint to the office of the FAIS Ombud, at email@example.com 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.
Our Treating Customers Fairly policy is centered around the guidelines provided by the FSB to ensure that 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 clients fairly. To download our our Treating Customers Fairly policy, click here.