PolicyLink (Pty) Ltd
Compliance & Legal Disclosures

1. Company Identification & Corporate Information

  • Company Name: PolicyLink (Pty) Ltd
  • Registration Number: 1998/018434/07
  • FSP License Number (FSCA): 4412
  • Shareholder / Beneficial Owner: The Kaiser Trust (Trust Reg. IT3420/2011, 100% shareholder)
  • Website: www.policylink.co.za
  • Address: The Beachhead, Unit A2, 10 Niblick Way, Somerset West, 7130,
  • Phone: 021 7022487

2. Directors, Key Individuals & Responsible Persons

  • Director & Key Individual: Andre Le Grange
  • Information Officer: Andre Le Grange
  • Authorised Representatives: No authorised representatives listed beyond the Director / Key Individual.
  • Compliance Officer: Bronwen Henwood, 107 Roodebloem Road, Woodstock, Cape Town, 7925. Phone: 087 359 1270

3. Regulatory & FSCA Disclosures

  • PolicyLink (Pty) Ltd is an Authorised Financial Services Provider under the Financial Sector Conduct Authority (FSCA), FSP No. 4412.
  • The company and its authorised persons operate in accordance with the FAIS Act and the FAIS General Code of Conduct.
  • For FSCA licence verification, visit: www.fsca.co.za

4. Ownership & Trust Governance

  • Shareholder: The Kaiser Trust (Reg. IT3420/2011) — 100% shareholder.
  • Trustees: Records are maintained in compliance with Companies Act and FIC beneficial ownership requirements.
  • Beneficial ownership disclosures comply with statutory obligations under law.

5. Compliance, Risk Management & Governance

  • Conflict of Interest: PolicyLink has a Conflict of Interest Management Policy. A copy is available on request.
  • Remuneration, Fees & Commissions: Disclosed to clients in writing before or at the time services are rendered and recorded in the Record of Advice.
  • Complaints Handling:
    • Send your complaint to complaints@policylink.co.za
    • Compliance Officer: Bronwen Henwood, 107 Roodebloem Road, Woodstock, Cape Town, 7925. Phone: 087 359 1270,
    • Email: complaints@policylink.co.za

6. Professional Indemnity & Fidelity Cover

  • PolicyLink maintains professional indemnity insurance and fidelity guarantee cover in line with FAIS and industry requirements.

7. Privacy (POPIA) & PAIA

  • Protection of Personal Information (POPIA): Personal information is protected in compliance with the Protection of Personal Information Act. Privacy Policy available on request.
  • Promotion of Access to Information Act (PAIA): PolicyLink has a PAIA Manual available on request.
  • Information / Data Requests: Direct requests to the Information Officer (Andre Le Grange) via info@policylink.co.za.

8. Website Terms, Cookies & Disclaimers

  • Use of this website is subject to our Terms & Conditions and Cookie Policy.
  • Advice Disclaimer: Content on this website is for general information only and does not constitute financial, tax or legal advice.
  • Risk Warning: Past performance is not indicative of future results.

9. Legal Notices & Jurisdiction

  • Copyright © PolicyLink (Pty) Ltd. All rights reserved.
  • These terms and disclosures are governed by the laws of the Republic of South Africa. Jurisdiction: Cape Town High Court (unless otherwise agreed).

10. Key Contacts & Quick Links