FAIS Disclosures

Last updated: 05.02.2025

Wealth Office (Pty) Ltd, trading simply as WealthOffice, is not yet registered with the FSCA as a licensed financial service provider in terms of Section 8 of the FAIS Act.

We will be applying for a Category 1 license in March 2025 and will update this disclosure once approved.

Once we are licensed you will be able to use the Authorised FSP Search on the FSCA website to verify our details.

A copy of Wealth Office (Pty) Ltd’s license certificate will also available on request.

Protection of personal information (POPI)

All information we receive about you will remain confidential unless you provide consent, or unless we are required by any law, to share this information.

Disclaimer

Investors should be aware that buying or selling financial products carries risks. Past performance does not guarantee future results. The value of financial products can rise or fall based on market conditions and the underlying securities. Any examples or forecasts provided are for illustration only and are not guaranteed. This document is not an invitation, recommendation, or advice to invest.

It's recommended that investors seek appropriate financial, legal, and tax advice when choosing a product or fund on the Fynbos platform.

Any claims related to this document will be governed by South African law.