Documents
Conflict of Interest
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial services does not own, either directly or indirectly, in any product supplier whose products are provided to you. We also do not receive more than 30% of our income from any one insurer mentioned. We are not an associated company of any particular insurer.
We adopted and implemented a conflict of interest management policy that complies with the provisions of the FAIS Act. The conflict of interest management policy is available on request.
In accordance with legislation, we keep an updated disclosure register. This register informs you, our client, of all financial and ownership interests that we may become entitled to and lists the business relationships that we have with the product suppliers. This document ensures transparency in our dealings with our customers and is available on request.
Please refer to Opulentia Financial Services Group of Companies
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services does not own, either directly or indirectly, in any product supplier whose products are provided to you. We also do not receive more than 30% of our income from any one insurer mentioned. We are not an associated company of any particular insurer.
We adopted and implemented a conflict of interest management policy that complies with the provisions of the FAIS Act. The conflict of interest management policy is available for perusal at our business premises.
In accordance with legislation, we keep an updated disclosure register. This register informs you, our client, of all financial and ownership interests that we may become entitled to and lists the business relationships that we have with the product suppliers. This document ensures transparency in our dealings with our customers and is available for inspection.
Please refer to Opulentia Financial Services Group of Companies
Compliance Officer
Select the relevant company to which your data subject request relates to:
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
Compliance with the FAIS legislation is monitored by Moonstone Compliance (Pty) Ltd), a compliance practice approved by the Financial Services Board (188). Their contact details are as follows:
Physical address:
25 Quantum Street, Technopark, Stellenbosch, 7600
Contact numbers:
021 883 8000 | 083 462 0122
Email address:
Rikus van Pletzen at RVanPletzen@moonstonecompliance.co.za
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
Compliance with the FAIS legislation is monitored by Moonstone Compliance (Pty) Ltd), a compliance practice approved by the Financial Services Board (188). Their contact details are as follows:
Physical address:
25 Quantum Street, Technopark, Stellenbosch, 7600
Contact numbers:
021 883 8000 | 083 462 0122
Email address:
Rikus van Pletzen at RVanPletzen@moonstonecompliance.co.za
Privacy Policy
We are committed to upholding the confidentiality and security of your personal information. The information below explains what we do with the data we collect and applies to information submitted anywhere on this site.
We collect information voluntarily provided to us through this site. We do not collect personally identifiable information about individuals except when specifically and knowingly provided by such individuals.
Cookies
We utilise cookies. A “cookie” is a small piece of data sent from a website and stored in a user’s web browser while the user is browsing that website. This information helps us to know how and when our site is visited and which pages are viewed.
Third-party vendors, including Google, use cookies to serve ads based on a user’s prior visit/s to our website. This means that you might see an ad when browsing the internet because you visited our site.
We use non-personally identifiable information collected through a “cookie” to improve the design and content of our site, to enable us to personalise your Internet experience, analyse trends, gather broad demographic information, administer the site, and for other purposes.
Users may opt out of Google’s use of cookies by visiting the Google advertising opt-out page.
Security
We will not sell, rent, share, trade or give away any personally identifiable information to any third parties outside our partner organisations and those working directly with them in connection with our activities. We will only disclose personally identifiable information we maintain to those not directly working in connection with us when required to do so by law, for example, in response to a court order or a subpoena.
Links
This website contains links to other sites controlled and maintained by third parties. We are not responsible for the privacy practices or the contents of any site linked to our website. The inclusion of hyperlinks to such websites does not imply any endorsement of the material of those websites or any association with their operators. We encourage you to read the privacy statements of these linked sites as their privacy policy may differ from ours.
Please refer to Opulentia Financial Services Group of Companies
Financial services for which we are authorised
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services is licensed and authorised to provide financial advice and intermediary services with respect to the following categories of financial products:
Download Opulentia Financial Services FSCA Certificate
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services is licensed and authorised to provide financial advice and intermediary services with respect to the following categories of financial products:
Download Silver Lake FSCA Certificate
Complaints Process
Select the relevant company to which your data subject request relates to:
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
If you are not satisfied with any aspect of the service provided by us, you should address your complaint in writing to info@opulentia.co.za
A copy of our Complaints Resolution Policy is available on request.
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
If you are not satisfied with any aspect of the service provided by us, you should address your complaint in writing to info@opulentia.co.za
A copy of our Complaints Resolution Policy is available on request.
POPI
Select the relevant company to which your data subject request relates to:
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
We understand that your personal information is important to you and that you may be apprehensive about disclosing it. Your privacy is just as important to us and we are committed to safeguarding and processing your information in a lawful manner. We also want to make sure that you understand how and for what purpose we process your information. If for any reason you think that your information is not processed in the correct manner, or that your information is being used for a purpose other than that for what it was originally intended, you can contact our Information Officer. You can request access to the information we hold about you at any time and if you think that we have outdated information, please request us to update or correct it.
Our Information Officer’s Contact details:
- Name and surname: Mariana Lombard
- Contact number: 076 744 3318
- E-mail address: mariana@opulentia.co.za
Our Deputy Information Officer’s contact details:
- Name and surname: Clignette Hansen
- Contact number: 081 899 6012
- E-mail address: clignette@opulentia.co.za
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
We understand that your personal information is important to you and that you may be apprehensive about disclosing it. Your privacy is just as important to us and we are committed to safeguarding and processing your information in a lawful manner. We also want to make sure that you understand how and for what purpose we process your information. If for any reason you think that your information is not processed in the correct manner, or that your information is being used for a purpose other than that for what it was originally intended, you can contact our Information Officer. You can request access to the information we hold about you at any time and if you think that we have outdated information, please request us to update or correct it.
Our Information Officer’s Contact details:
- Name and surname: Vossie Pienaar
- Contact number: 083 633 6194
- E-mail address: vossie@opulentia.co.za
Our Deputy Information Officer’s contact details:
- Name and surname: Clignette Hansen
- Contact number: 081 899 6012
- E-mail address: clignette@opulentia.co.za
Professional Indemnity
We do hold professional indemnity insurance. Certificate available on request.
Please refer to Opulentia Financial Services Group of Companies
PAIA Manual Policy
Select the relevant company to which your data subject request relates to:
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
Prepared in terms of section 51 of the Promotion of Access to Information Act 2 of 2000 (as amended)
Download Opulentia Financial Services PAIA Manual Policy
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
Prepared in terms of section 51 of the Promotion of Access to Information Act 2 of 2000 (as amended)
Download Silver Lake PAIA Manual Policy
Electronic Data & Cyber Security Policy
Opulentia Financial Services (Pty) Ltd t/a Opulentia Financial Services
Email Disclaimer and Confidentiality Note:
Important restrictions, disclosures and disclaimers (the “Disclaimer”) apply to this e-mail. This disclaimer forms part of the content of this e-mail in terms of Section 11 of the Electronic Communications and Transactions Act 25 of 2002.
This e-mail, its contents and any file attachments transmitted with it are intended solely for the addressee(s) and may contain confidential proprietary information.
This information is private and protected by law. Therefore, if you are not the intended recipient of this email, you are requested to delete this entire communication immediately and must then note that any disclosure, copying or distribution of or action based on this information is prohibited.
E-mail transmissions cannot be guaranteed to be secure or error-free and Opulentia Financial Services, therefore, does not accept liability for any errors or omissions in the contents of this message nor for any loss or damage caused as a result of the e-mail being intercepted or the recipient being infected with any virus or other malicious code.
If this email is not related to the business of Opulentia Financial Services, it is sent by the sender in his/her individual, non-business capacity and not on behalf of Opulentia Financial Services. If verification of this email or any attached is required, please request a hard copy.
Please note that Opulentia Financial Services reserves the right to access, block, monitor and intercept e-mails addressed to users in Opulentia Financial Services in accordance with Opulentia Financial Services’ e-mail policy.
Please refer to Opulentia Financial Services Group of Companies
Silver Lake Trading 305 (Pty) Ltd t/a Opulentia Financial Services
Email Disclaimer and Confidentiality Note:
Important restrictions, disclosures and disclaimers (the “Disclaimer”) apply to this e-mail. This disclaimer forms part of the content of this e-mail in terms of Section 11 of the Electronic Communications and Transactions Act 25 of 2002.
This e-mail, its contents and any file attachments transmitted with it are intended solely for the addressee(s) and may contain confidential proprietary information.
This information is private and protected by law. Therefore, if you are not the intended recipient of this email, you are requested to delete this entire communication immediately and must then note that any disclosure, copying or distribution of or action based on this information is prohibited.
E-mail transmissions cannot be guaranteed to be secure or error-free and Silver Lake, therefore, does not accept liability for any errors or omissions in the contents of this message nor for any loss or damage caused as a result of the e-mail being intercepted or the recipient being infected with any virus or other malicious code.
If this email is not related to the business of Silver Lake, it is sent by the sender in his/her individual, non-business capacity and not on behalf of Silver Lake. If verification of this email or any attached is required, please request a hard copy.
Please note that Silver Lake reserves the right to access, block, monitor and intercept e-mails addressed to users in Silver Lake in accordance with Silver Lake‘s e-mail policy.
Please refer to Opulentia Financial Services Group of Companies
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Silverlake Trading 305 (PTY) LTD t/a Opulentia is an authorized financial service provider Fsp no. 34437