This page preserves the disclosures published by Greengrass Wealth Management.
A. Conflict of Interest
The General Code of Conduct for the FAIS Act broadly covers conflict of interest and requires that intermediaries disclose to their clients the existence of actual or potential conflicts of interest. This means any situation in which an intermediary or representative has an interest that may influence the objective performance of his obligations to his client or may prevent an intermediary from rendering an unbiased financial service. We have adopted and implemented a Conflict of Interest Management Policy to ensure that we comply with the act and we confirm that, in the event that there is a potential conflict of interest in respect of the service rendered or the advice provided, the interest of our client will be accorded priority over our own interests.A full copy of our Conflict of Interest Management Policy can be requested from our complaints officer.liron@ggwm.co.za
B. Complaints Resolution
In the event that you are dissatisfied with any aspect of the advice or intermediary service provided by a representative of GREEN GRASS WEALTH MANAGEMENT , your first course of action will be to contact the following person in writing with full details of the problem you have encountered: Name: E-mail address: If your complaint cannot be resolved internally then you are entitled to refer the complaint to the FAIS Ombudsman whose offices have been established to provide clients with a redress mechanism for any inappropriate financial advice or intermediary services that may have been given. The details of the FAIS Ombud’s office : FAIS OMBUD, Kasteel Park, Orange Park, 2nd Floor, 546 Joechemus Street, Erasmuskloof, Preoria // Tel (012) 762 - 5000. // www.faisombud.co.za
C. Compliance Officer Details
Mr JB Joannides, Crux Compliance Practitioners: justin@cruxconsulting.co.za
D. The Promotion of Access to Information Act
Business and Contact Details Name of Business: // Head of Business: // Position: //Postal Address: // Physical Address: // Phone Number: // Fax Number: // Email Address: // Website: www. //
E. Privacy Statement
We collect and process client’s personal information mainly to provide our clients with financial planning and or other financial services with whom we have business relationships with. The type of information we collect may depend on the need for which it is collected and will be processed for that specific purpose only. Where possible, Green Grass Wealth Management will inform the client what information is required to be provided to us and what information is optional.Green Grass Wealth Management may require the client’s consent; we may also supplement the information that is provided to us with information we receive from other sources for us to offer a more consistent and personalized experience in interactions with us. Our contracted service providers may also require additional information from you and they will be subject to the same privacy regulations as we are subject to.Our privacy policy is available on request, please contact our information officer.liron@ggwm.co.za
F. Website Disclaimer
The information contained in this website is for general information purposes only. The information is provided by Green Grass and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Through this website you are able to link to other websites (such as Facebook) which are not under the control of Green Grass. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them. Every effort is made to keep the website up and running smoothly. However, Green Grass takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.