Letter of Introduction


My name is Wilhelm Markgraaff and my contact details can be found here. In complying with FAIS legislation, I would like to bring the following information to your attention:

I am an authorized financial service provider, licensed to render financial services for MARKGRAAFF BROKERS with FSB nr 34126. I am a representative that delivers services as prescribed by the Financial Services Board. I am authorized to deliver financial advice and intermediary services in the following product categories:
 

Category 1


1.1 Short term insurance : Personal lines.

1.2 Short term insurance : Commercial lines
 

A copy of the license which contains details of the Financial Services, is available on request.

I have been providing financial advice and intermediary services since 2008 in the following areas of financial planning : Short Term Insurance.

Markgraaff Brokers has written authority, and is accredited to market the products of the following Insurers: SANTAM, BRYTE, HOLLARD, LANDMARK, MUTUAL & FEDERAL, SAFIRE AND AGRISEKER.

I have not received more than 30% of my last year's commission and remuneration from any one of the above insurers. I do not hold more than10% of the shares issued by any insurer. My brokerage is not an associated company of a particular insurer. I am remunerated for my services by being paid commission. I do hold professional indemnity insurance.

Markgraaff Brokers is not associated with any Insurance company.

The compliance of the FIAS Act is monitored by Compliance Trust, a compliance practice approved by the Financial Services Board. Their postal address is PO Box 731327, Fairland, 2036, telephone nr 011-794 1189, fax nr 086 636 5359.

I make use of the Compliance Trust's financial advisors, and have access to the compliance services, practice management, and technological services. These services give support to improve on giving a more professional service to the client. The compliance services puts me in a position to comply with the FIAS Act and give sound financial advice to you as the client. Through practice management I can manage my business for better service and support to the client.

Please take note that we comply by law with a complete disclosure register. This register serves as a notice to you as the client of any financial or ownership interests that may occur in our duties as a broker as well as the business relationships with our product suppliers.

All information received from our clients will be handled with strict confidentiality and will only be disclosed with strict written consent from the client.

In the event that you are dissatisfied with any aspect of my service, you should address you complaint in writing to the abovementioned address. A copy of my complaints policy is available on request.

Please do not hesitate to contact me should your require more information about me or my services.


 

 

PERSONAL | COMMERCIAL | CONTRACTORS | ENGINEERS | INDUSTRIAL | FARMING

 

We are a registered financial service provider FSP34126

 

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