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AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT LETTER

AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT LETTER

Appointment to obtain information
Hereby I/we authorize Smit and Kie Brokers (Pty) Ltd to obtain any applicable financial information

Brokers Appointment.

Hereby I/we appoint Smit and Kie Brokers (Pty) Ltd and the company’s authorized representatives at all insurers as my/our new financial advisor and I/we authorize Smit and Kie Brokers (Pty) Ltd to obtain any relevant financial information from all financial institutions.

I / We acknowledge the following:
1) Sound and proper financial advice can only be provided after full disclosure of relevant
information to appropriate personal, including private, information for the purpose of determining
and advising on my/our financial situation and financial product experience and objectives.
2) Such information is furthermore required to –
a) Determine my/our financial situation, financial product experience and financial needs and
objectives;
b) Acquire, maintain and service any financial products or to render related intermediary
services.
3) Such information may include any information relating to, or interest of -
a) Long-term insurance;
b) Short-term insurance;
c) Collective investment schemes;
d) Pension funds;
e) Asset Finance
f) Any other financial product, service.
4) My/Our interests will be best served for stated purpose if any and all such information is provided
by -
a) The financial services exchange (Pty) Ltd, trading as Astute,
b) Xpert Decision Systems (Pty) Ltd for the provision of my detailed credit information
c) or any other institution providing a mechanism for the transmission of such information, or