Policies/Disclaimers
Take a moment to review our policies/disclaimers.
Email Disclaimer
Investiplan (Pty) Ltd is an authorised Financial Services Provider (FSP No. 38614) licensed and regulated by the Financial Sector Conduct Authority (FSCA).
This communication, including any attachments, is confidential and intended solely for the use of the individual or entity
to whom it is addressed. It may contain personal information processed in terms of the Protection of Personal
Information Act (POPIA). If you are not the intended recipient, please notify the sender immediately and delete this email from your system.
Any views, statements, or information contained herein are provided for general information purposes only and should not be construed as financial advice. Clients are encouraged to seek personalised financial advice before making any financial decisions.
Past performance is not necessarily indicative of future results. Returns are not guaranteed and investment values may fluctuate. No liability is accepted by Investiplan (Pty) Ltd or its representatives for any direct, indirect, or consequential loss arising from the use of or reliance on this communication.
Our Conflict of Interest Management Policy is available upon request.
Website Disclaimer
The content of this website is provided for information purposes only and does not constitute financial advice. Investiplan (Pty) Ltd makes no representations or warranties, express or implied, as to the accuracy, completeness, or reliability of the information provided. Any reliance you place on such information is strictly at your own risk.
Investiplan (Pty) Ltd is an authorised Financial Services Provider (FSP No. XXXX) licensed and regulated by the FSCA. Services are rendered in accordance with South African law and regulatory requirements.
Past performance is not necessarily indicative of future results. Investment values may fluctuate and returns are not guaranteed. Any illustrative examples provided are for explanatory purposes only.
This website may contain links to third-party websites. Investiplan (Pty) Ltd has no control over such sites and accepts no responsibility for their content. The inclusion of any links does not imply a recommendation or endorsement.
Personal information collected via this website is processed in accordance with our Privacy Policy, as required by POPIA. Users are encouraged to familiarise themselves with our Privacy Policy and Terms of Use, available on request.