Partners and Memberships

Fundhouse
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Bespoke has partnered with Fundhouse Investment Advisors to help to achieve your wealth management strategic plan. Fundhouse is an established industry expert in the field of fund research and investments, and offers a customised service which allows us to implement our plan in the most efficient way possible. Together with Fundhouse, we have developed a bespoke range of ‘model portfolios’. These models represent the best investment view and the most appropriate way to implement our financial planning advice, and are based on Fundhouse’s extensive and independent research process and portfolio construction expertise. www.fundhouse.co.za

Financial Planning Institute (FPI)

The FPI is the leading independent professional body for financial planners in South Africa. As a Certified Financial Planner® (CFP®), Kim is a member of the FPI and subscribes to their Code of Ethics and Practice Standards (incorporating the Rules of Professional Conduct). www.fpi.co.za

South African Institute of
Tax Professionals (SAIT)
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Kim is a member of SAIT, which guarantees access to the latest tax updates and alerts affecting tax return submissions. SAIT is the largest of the professional tax bodies in South Africa, and seeks to enhance the tax profession by developing standards in education, compliance, monitoring and performance. www.thesait.org.za

The Fiduciary Institute
of Southern Africa (FISA)
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Kim is also a member of FISA, an organisation that promotes
excellence in professional knowledge and standards among
practitioners and seeks to promote the fiduciary profession
and the interests of clients of fiduciary professionals,
through the setting and enforcement of professional
standards of conduct for fiduciary professionals.
www.fisa.net.za

Company Details

Product Accreditation Details
As intermediaries, we are authorised and accredited by the Financial Sector Conduct
Authority to offer advice on all the products and intermediary services (FSP number 5398 - the list of products is available on request). Please note that you are entitled to receive a copy of the Statutory Notice that sets out your rights as a policy holder from us, as an intermediary.

The institutions with whom we have Service Level Agreements are:

  • Allan Gray

  • Gins Global

  • Nedgroup

  • Old Mutual International

  • Stanlib

  • Coronation

  • Liberty Life

  • Ninety One

  • PPS

  • Fundhouse

  • Momentum

  • Old Mutual

  • Sanlam

Image by Max Böhme

Legal Status and Contractual Relationship

Intermediaries are independent financial advisors and are paid for services in the form
of fees and commissions. We do not hold more than 10% of the shares issued by any
insurers, or receive more than 30% of our total commission and remuneration from any
one of the accredited companies used in the previous calendar year.

Professional Indemnity Insurance

Bespoke Financial Services holds professional indemnity insurance.

Compliance Officer

Financial Services Compliance CC
t/a Compliance Consulting
FSB Registration Number: CO 325
Compliance Officer: Greta Maritz
Telephone number: (082) 901 4269
Email address: info@complianceconsulting.co.za
Website address: www.complianceconsulting.co.za

FAIS Ombudsman Details

Telephone number: +27 (012) 470 9080
Fax number: +27 (012) 348 3447
Physical address: Sussex Office Park, Ground Floor, Block B 473 Lynnwood Road,
Lynnwood, 0081