Legal and regulatory notice

The firm

Company name: Hereditas Wealth Advisory (Pty) Ltd. Registration number: 2026/094794/07. FSP number: 55893.

Registered address: 325 Jorissen Street, Monument, Krugersdorp, 1739, South Africa. Telephone: 072 590 4508. Website: legacywealthclub.co.za.

The Key Individuals responsible for managing and overseeing the rendering of financial services are Ramón Collins and Michael Chellin.

The appointed Compliance Officer responsible for monitoring compliance with financial services legislation is George Mostert.

Nature of financial services

Hereditas Wealth Advisory (Pty) Ltd gives financial advice and intermediary services for long-term risk insurance, investment, retirement planning and estate planning. Long-term risk insurance includes life cover, disability cover, severe illness cover, income protection, key person cover and buy-and-sell cover. Estate planning includes estate liquidity planning.

Advice is provided only after conducting a proper financial needs analysis and obtaining a client mandate.

Product providers and remuneration

Hereditas Wealth Advisory (Pty) Ltd may recommend financial products issued by licensed product providers. The firm aims to operate as an independent advisory practice, recommending products that are appropriate to the client’s financial needs and objectives.

The firm may receive commission paid by product providers, fees agreed with clients, and other lawful remuneration permitted under FAIS. All remuneration will be disclosed prior to the conclusion of any financial transaction.

Conflicts and complaints

Hereditas Wealth Advisory maintains a Conflict of Interest Management Policy to ensure that advice and intermediary services are provided in the best interests of clients. A copy of this policy is available upon request. The full policy text was not part of the publication set on this website.

A complaint about financial services may be sent to complaints@hereditas.co.za, or by telephone on 072 590 4508, or to 325 Jorissen Street, Monument, Krugersdorp, 1739. Complaints are handled in accordance with the firm’s FAIS complaints resolution policy.

FAIS Ombud

If a complaint is not resolved to the client’s satisfaction, the matter may be referred to the FAIS Ombud. Address: PO Box 74571, Lynnwood Ridge, 0040. Telephone: 012 762 5000. Website: www.faisombud.co.za. Email: info@faisombud.co.za.

Regulatory authority

Hereditas Wealth Advisory (Pty) Ltd is regulated by the Financial Sector Conduct Authority. Address: 41 Matroosberg Road, Ashlea Gardens, Pretoria. Telephone: 0800 203 722. Website: www.fsca.co.za.

This website is intended for use by persons located within the Republic of South Africa, and all services described are subject to South African law.