The Fine Print

At Northern Cross Wealth Management (Pty) Ltd, we pride ourselves on our client relationships and being fully available to address any form of query.

We want to hear from you, whether it be a compliment or complaint, regarding the level of service you have received from Northern Cross or a specific Wealth Manager you are dealing with. So here is the “Fine Print” should you wish to check out our credentials:

Northern Cross Wealth Management (Pty) Ltd is an authorised Financial Services Provider operating under FSP license number 47797.

This can be verified on the FSCA’s website.

Northern Cross Wealth Management (Pty) Ltd is a registered South African company since its incorporation with CIPC on 23 November 2016 with company registration number: 2016/498603/07

We are proud to work with a highly reputable compliance company called Moonstone Information Refinery (Pty) Ltd. Their information is as follows:

Compliance Officer: Anzél Jewaskiewitz

25 Quantum Street, Techno Park, Stellenbosch, 7600

+27(0) 21 883 8000

If you have a complaint or query through your dealings or involvement with Northern Cross Wealth Management, please download our complaints procedure here.
 
If you feel your complaint or query has not adequately been resolved by Northern Cross Wealth Management (Pty) Ltd and our management team, please contact the FAIS Ombudsman:

The Ombudsman, PO Box 74571,
Lynwood Ridge, 0040

(012) 470 9080 or (012) 470 9997

www.faisombud.co.za

FAIS Act Disclaimer

The information and opinions contained on this website are recorded and expressed in good faith and in reliance on sources believed to be reliable. However, no representation, warranty, undertaking or guarantee of whatever nature is made or given concerning the accuracy and/or completeness or such information and/or the correctness of such opinions.

Any investment is speculative and involves significant risks and in making any investment decision, or in advising a third party in respect of an investment decision, or in advising a third party in respect of an investment decision, you will rely solely on your own view and examination of the facts, information opinions and the records relating to such investment. Past performance of the investment is not an indication of the future performance.

 
PAIA
 
Northern Cross Wealth Management (Pty) Ltd is a registered South African company since its incorporation with CIPC on 23 November 2016 with company registration number: 2016/498603/07
 
As part of our commitment to transparency and in compliance with the Promotion of Access to Information Act (PAIA), we have made our PAIA Manual available. This document serves as a guide to the process of requesting access to information held by our company that is required for the exercise or protection of any rights.
 
Understanding the procedure outlined in the PAIA Manual is crucial for anyone seeking detailed information about their personal financial dealings, policies, or any other matter where such information is needed to assert or protect legal rights.