even if they are in the future.
About Africa First
Africa First Diversified Financial Services (PTY) Ltd is an Authorized Financial Services Provider and consulting organization in the field of Financial Advisory and Planning Services.
Our aim has always been to bring innovative solutions to all sectors of the financial services industry in the most concise and professional manner.
Our vision is to render excellent service and informative consulting to all our clients. Our strengths lie in our consistent communicative ability with our clients and we pride ourselves with the successes of our clients in the journeys we embark on with them in search of wealth creation and maintenance.
In a world of rapid change, effective financial planning and service is paramount. We endeavour to keep abreast of advancing industry trends, technology and the rules and regulations that govern the industry.
We are contracted to over 100 insurers to ensure that each client’s individual needs are met and that the most appropriate advice is given at all times.
We constantly recognize opportunities that are beneficial to our clients, by taking ownership of their personal goals and objectives – our continuity and longevity is dependent on every positive interaction with our clients.
Offerings
We offer a curated selection of products and services to provide our clients with innovative solutions, coupled with technology-based support and systems to meet their needs
Personal and commercial short-term insurance
Medical aid, medical insurance and gap cover
Life insurance and assurance
Investment (discretionary and compulsory)
Shariah compliant investments and insurance
Pension and provident funds
Documents
| AUTHORISED FINANCIAL SERVICES PROVIDER Africa First Diversified Financial Services (Pty) Ltd. is an authorized financial services provider (FSP number 5663) in terms of Section 8 of the FAIS Act. A copy of our license certificate is available on request.
COMPLIANCE OFFICER
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| CONFLICT OF INTEREST MANAGEMENT POLICY
Africa First Diversified Financial Services (Pty) Ltd. has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act. The Conflict of Interest Management policy is published on our website, click here to read it. You can also email info@africafirst.biz to obtain a copy of it. |
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| COMPLAINTS PROCEDURE
Should you wish to pursue a complaint against a key individual or representative of Africa First Diversified Financial Services (Pty) Ltd. you should address the complaint in writing to us at info@africafirst.biz 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. |
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| TCF POLICY
Our Treating Customers Fairly policy is centred around the guidelines provided by the Financial Services Board 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. |
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| PRIVACY POLICY
Africa First Diversified Financial Services (Pty) Ltd. 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 can be read here |
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| PAIA MANUAL
This information manual provides an outline of the types of records held by Africa First Diversified Financial Services (Pty) Ltd. 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. |
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| POPIA PRIVACY POLICY
Africa First Diversified Financial Services (Pty) Ltd. is committed to maintaining the privacy and security of its customers’ personal and private information. Therefore as of 1 July 2021 we have updated our POPIA privacy Policy and have done a complete gap analysis of the security of information within our company. Our POPIA privacy policy outlines our practices and commitment to the customer and can be read here. |
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| WEBSITE DISCLAIMER
Whilst every care is taken to ensure that the information on Africa First Diversified Financial Services (Pty) Ltd. website is current and accurate, please click here to read our full disclaimer notice. |
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Service Providers
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