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DISCLOSURE NOTICE FOR ELNA RUDMAN BROKERS CC

Financial Services Provider Licence No: 5186

Services are rendered by Elna Rudman, Member and Key Individual and Representative for Short-Term Personal Lines & Commercial lines at Elna Rudman Brokers cc.   Currently two Key Individuals: PN Rudman & Elna Rudman are employed by the Brokerage.  Both  Key individuals, also act as Representatives and  have the current expected Fit and Proper qualities and qualifications that will be updated when needed in terms of  FAIS fit and Proper. Both Elna Rudman & Pieter Rudman passed the Regulatory Key Individual and Representative exams as were required.    

 Short-term Insurance Contracts: (follow links for postal and physical addresses of companies – see contact us)

Mutual & Federal Risk Financing – http://www.stratsys.co.ca

Camargue – http://www.camargueum.co.za

Abelard – http://www.aua.co.za

Santam – http://www.santam.co.za

VUM Taxi Insurance – http://vum.co.za.

Auto & General – http://www.autoandgeneral.co.za

Quicksure/New National – http://www.quicksure.co.za

Momentum Short-term – http://www.momentum.co.za (follow short-term link)

 Discovery Short-Term – http://www.discovery.co.za

Savannah Marine – http://www.savannahmarine.co.za

Navigate – www.navigateum.com

KEU Liability Insurance– www.keu.co.za

Mirabilis for Contractor’s All Risks – http://www.mirabilisafrica.com

Life and Related Contracts:   (follow links for postal and physical addresses of companies – see contact us)

Sanlam – http://www.sanlam.co.za

PPS – http://www.pps.co.za

Discovery Life & Health – http://www.discovery.co.za

Momentum Life and Health – www.momentum.co.za (follow links for Life & Health)

Liberty Life & Health – http://www.liberty-life.com

Resolution Health – http://www.resoned.co.za

Fedbond for Investments:  http://fedgroup.co.za

Please note that on your contract with each of the above companies their full physical and postal address are stipulated as well as a Disclosure Notice of the company including their details and that of our Brokerage.

Contact details of Elna Rudman Insurance Brokers cc:

Elna or Pieter Rudman @ 012 345 1448 or visit our webpage at www.elnarudman.co.za - Physical address: 746 Woody Street, Wingate Park, Pretoria.  Postal: P O Box 406, Wingate Park, Pretoria, 0153.

Email: elnar@netactive.co.za or rattie@netactive.co.za or admin@erer.co.za

 Fax no: 086 649 9194 or 012 3453119

We pride ourselves that the corner stones of our business are:  Honesty, Integrity, Leadership, Quality and Mutual respect.

We would like to assist you to make well-informed financial decisions to secure a prosperous future for you and your family. We aim with our excellent claims handling to prevent that your claim never becomes a pain!

 

FSB Compliance Officer for Elna Rudman Brokers cc:  Ten Four Consulting – tel no: 012 991 9600 or 082 8945148

Complaints to be forwarded in writing to:  Germa Beukes

Fax no: 086 6915253 or to P O Box 73481 Lynnwood Ridge 0040 or e-mail to: germa@tenfour.co.za                                                                     

COMPLAINTS: forward to the FAIS Ombud: 

0860FAISOM (0860324766)
Telephone: +27 12 470 9080
Facsimile: + 27 12 348 3447
E-mail address:  info@faisombud.co.za
Website: www.faisombud.co.za

Professional Indemnity Insurance for Elna Rudman Brokers cc underwritten by Manwood U/W Managers, PN: FE63981 with an indemnity Limit of Ten Million Rand renewed each year on 1 June.  

Elna Rudman Brokers cc does not hold any shares in any of the companies that we are contracted to.

Elna Rudman Brokers cc did not receive more than 30% of our total commission income from the companies that we are contracted to in the previous financial year, except for Mutual & Federal who we earned commission of approximately 46% of our total income from in the preceding tax year on Short-term business.

The mentioned intermediary is authorized to provide advice and intermediary services on the following Category I Product Categories:

Long Term Cat A, B & C

Short-term Personal & Commercial

Retail Pension & Pension Fund Benefits

Securities & Instruments:  Shares & Debentures

Collective Investment Schemes

Health Service Benefits

 

No current exemptions exists that the Registrar granted to the FSP with regard to matters covered in terms of the FAIS Act.

This Brokerage do not accept any incentives, remuneration other than commission and policy fees as disclosed to clients from Product suppliers to influence our placement of  business with a specific Product Supplier – business are placed according to the individual needs of clients and best option for their needs are recommended.

Our conflict of Interest policy as well as our FIC Internal Procedures can be studied at: www.elnarudman.co.za

 

Client Name: ………………............................  ID No: ………………………………….

 

 

Client Signature     ……………………………. On ……………………..………….20…..

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