Services
In complying with the FAIS legislation, we would like to bring the following information to your attention:
Emile HF van den Bergh is a Certified Financial Planner and employed by EMILE VAN DEN BERGH FINANCIAL SERVICES (PTY) LTD, an authorised financial services provider (FSP NR 25891), which accepts responsibility for my activities and is licensed to render financial services.
We are an independent representative rendering services as defined in the Fit and Proper regulations.
We have been providing financial advice and intermediary services since 1988 in the following areas of financial planning: Death, Disability Planning and Severe Illness Benefit; Retirement Planning; Investment Planning; Healthcare; Estate Planning and Short Term Insurance.
We are authorized to provide advice and intermediary services in the following categories:
Category 1
1.1 Long-Term Insurance: Category A
1.2 Short-Term Insurance: Personal Lines
1.3 Long-Term Insurance: Category B
1.4 Long-Term Insurance: Category C
1.5 Retail Pension Benefits
1.6 Short-Term Insurance: Commercial Lines
1.7 Pension Fund Benefits (excluding Retail Pension Benefits)
1.14 Participatory Interests in Collective Investment Schemes
1.16 Health Service Benefits
A copy of the license is available for inspection on request.
Contact us today for a personalized financial assessment…
Financial independence is our priority
Financial independence requires planning and long-term dedication to a sound strategy.
By delivering professional advice and personal service, we help you to achieve peace of mind.
We will:
- work with you to understand and define your financial needs and lifestyle goals
- provide independent, professional investment and financial planning advice
- recommend, in writing, the investments and strategies to help you achieve your goals
- assist you to plan your investments and retirement tax-effectively
- remain aware of your attitude to investment risk factors
- carefully explain all costs you may incur as well as the payment options available to you.