Disclaimer

This notice is applicable to any recipient of any email from Independent Investment Solutions (Pty) Ltd (Independent Investment Solutions).

Any review, retransmission, dissemination, copying, disclosure or other use of, or taking of any action in reliance upon, this information by any person or entity other than the intended recipient is prohibited.

If you have received the email in error, please notify the sender by return email and delete the email. This email should not be copied or used for any purpose other than intended, nor should it be disclosed to any other person.

Any views expressed in this email are those of the individual sender, except where the sender specifically states them to be the view of Independent Investment Solutions. The information contained in this email and on the Independent Investment Solutions website should not be construed as financial advice, unless otherwise stated.

Independent Investment Solutions is not liable for the security of information sent by email at your request, nor for the proper and complete transmission of the information contained in the communication, nor for any delay in its receipt. Please note that the recipient must scan this email and any attached files for viruses and the like. Independent Investment Solutions accepts no liability for any loss, liability, damage or expense of any nature, resulting directly or indirectly from the access of any files which are attached to this email.

Investment risk disclaimer

The i² range of investment solutions are exposed to varying levels of market risk and are therefore considered medium to long term investments. The value of any of the i² investment solutions may go up as well as down and past performance is not necessarily indicative of future performance. i² assumes no liability for any loss or damage (direct, indirect or consequential) that may be suffered from utilising or relying on the information contained herein.

Privacy policy

Personal information

Independent Investment Solutions respects your privacy and is committed to keeping your information confidential.

You may update personal information at any time by e-mailing info@i2solutions.co.za. You may also view or request your personal information that Independent Investment Solutions has on record and/or correct it if necessary on written request to Independent Investment Solutions.

Access to your personal information held by Independent Investment Solutions may also be requested by third parties. The Promotion of Access to Information Act, 2000 (PAIA) regulates and sets out the procedure for such a request and under which circumstances such access may be refused.

Use of information

Personal information is used as is appropriate in the normal course of business to provide the products and services you have requested. Independent Investment Solutions may retain any information for purposes of product and/or financial transaction processing and administration or to communicate directly with you.

Sharing of information

All personal information supplied to Independent Investment Solutions or collected by Independent Investment Solutions is kept strictly confidential. Independent Investment Solutions will disclose or report personal information if and when required to do so by law or any regulatory authority, and to its employees or agents who require such information to carry out their duties.

Security of information

Independent Investment Solutions takes all reasonable steps to protect your personal information, including, where appropriate, the use of encryption technology.

Independent Investment Solutions cannot however guarantee the security of any information you transmit to Independent Investment Solutions electronically and you do so at your own risk.

Electronic communications and records

By visiting this website or communicating with Independent Investment Solutions by electronic means, you consent to receiving communications electronically and agree that all agreements, notices, disclosures and all other communications transmitted by electronic means satisfy any legal requirement, including but not limited to the requirement that such communication should be in writing.

For full details of how we collect, use and protect personal information, see our POPIA privacy policy.

Client complaint process

Please note that this process applies to Independent Investment Solutions (Pty) Ltd (Independent Investment Solutions).

1. What can I complain about to Independent Investment Solutions?

1.1 Any dissatisfaction with a service provided by Independent Investment Solutions.

2. How should I go about complaining to Independent Investment Solutions?

2.1 Please lodge a complaint in writing to Independent Investment Solutions, addressed to Client Services, using any one of the following addresses:

2.2 The complaint must contain all of the following:

• 2.2.1 Client details
• 2.2.2 Details of the complaint
• 2.2.3 Any documentary proof, where applicable

2.3 Upon receipt by Independent Investment Solutions of the above-mentioned information, your complaint will be acknowledged by the Independent Investment Solutions staff member that will assist in the resolution of your complaint. Where possible, Independent Investment Solutions endeavours to resolve your complaint within five business days of receipt of your complaint, considering the nature of the complaint and the product type. A full record of each complaint received, and all subsequent correspondence will be kept on record by Independent Investment Solutions for such periods as prescribed by relevant legislation.

3. What if you are still unhappy?

Independent Investment Solutions should always be given the opportunity to resolve the complaint. However, should you be dissatisfied with the response from Independent Investment Solutions, you may refer your complaint to the Ombudsman, the details of which are set out below.

Complaints relating to intermediary services provided by Independent Investment Solutions, as an authorised financial services provider, may be directed to the Financial Advisory and Intermediary Services Ombud (FAIS Ombud). The FAIS Ombud acts independently and objectively. In complaints before the FAIS Ombud the complainant and any other party to the complaint are expected to give their fullest co-operation so as to dispose of the complaint within a reasonable time.

Contact details for the FAIS Ombud:

Thank you very much for visiting the Independent Investment Solutions website. To ensure that each visitor enjoys the use of our website, we request that you adhere to the following rules and terms of use and to take note of the prescribed conditions:

First and foremost, your privacy is as important to us as it is to you. We, therefore, have a strict policy in place in this regard. We collect no personal information about you unless you choose to provide that information to us, and we do not give, share, sell or transfer any personal information about you to any third party without your prior consent. For further information please review our Privacy Policy.

We have taken reasonable care to ensure the integrity of this website and the reliability of its content. However, there may be inadvertent technical and typographical inaccuracies and / or errors, which we apologise for in advance. While it is our utmost goal 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.

All services provided by Independent Investment Solutions are indicated on this website. Please ensure that all services, content, and information provided on this website will meet your personal needs and requirements and that the website is compatible with your IT hardware / software.

Kindly note - Any use of this site is entirely at your own risk. You agree to indemnify, defend, and hold Independent Investment Solutions harmless against any and all damages, demands, claims and liabilities that directly or indirectly relate to or result from the use of this site.

While using / visiting this website, the following is strictly prohibited:

• Using this site to facilitate mail abuse or spam.
• Frame this site, or any of the individual pages, in any manner whatsoever.
• Use any technology to search or gain information from this site without our prior, written permission.
• Gain, or attempt to gain, unauthorised access to any page of this website that is a restricted area.

This website is owned and controlled by Independent Investment Solutions. The content on this website, including but not limited to, text, images, illustrations, audio and / or video files and the selection, coordination, and arrangement of the said content, are protected by copyright, which vests with Independent Investment Solutions (Unless otherwise indicated). Nothing on our site should be construed as granting you a license or a right to use any content on this site. All trademarks, logos, and designs, whether registered or not, used on this website are those of Independent Investment Solutions and are protected by intellectual property laws.

Independent Investment Solutions may alter, suspend, or discontinue any aspect of this website at any time, including the availability of any feature or content, and we may impose limitations on certain features and aspects of the site or restrict access to all parts of the site without notice or liability to you.

We reserve the right, without notice, to change, modify, add, or remove portions of the applicable policies at any time. All policies and / or other applicable information on this website should be reviewed on a regular basis to ensure that you are kept up to date regarding any changes, if applicable.

Independent Investment Solutions (Pty) Ltd (Reg No 2015/149383/07) (Independent Investment Solutions) is a licensed Financial Services Provider (FSP) in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (FAIS Act), with FSP number 48201, regulated by the Financial Sector Conduct Authority.

This website and any other information supplied in connection with any financial products (Product) and / or services (Services) is not “advice” as defined and / or contemplated in terms of the FAIS Act and any visitors / investors are encouraged to obtain their own independent advice prior to investing in / making use of any of the products mentioned on this website. Any investment is speculative and involves significant risks and therefore, prior to investing, investors should fully understand the product and any risks associated with the product.

Investments in securities are generally medium to long term investments. The value of the product may go down as well as up and past performance is not necessarily a guide to the future.

Independent Investment Solutions and its affiliates disclaims and assumes no liability for any loss or damage (direct, indirect or consequential) that may be suffered from using or relying on the information contained herein.

Cookies

We use cookie technology on our website, and we may request cookies to be set on your device. We use cookies to let us know when you visit our website, how you interact with us, to enrich your user experience, and to customise your relationship with our website.