AUTHORISED FINANCIAL SERVICES PROVIDER
SAGE MULTI MANAGERS is an authorized financial services provider (FSP number 47866) in terms of Section 8 of the FAIS Act.
A copy of our license certificate is available on request.
A copy of our Statutory Disclosure Notice is available on request. Please email info@sagemultimanagers.co.za to obtain a copy of it.
CONFLICT OF INTEREST MANAGEMENT POLICY
Sage Multi Managers has 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. Please email info@sagemultimanagers.co.za to obtain a copy of it.
COMPLAINTS PROCEDURE
Should you wish to pursue a complaint against a key individual or representative of Sage Multi Managers, you should address the complaint in writing to us at info@sagemultimanagers.co.za
If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 324 766. The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.
TCF POLICY
Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Services Board to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSB seriously, in particular, the requirement to treat customers fairly.
PRIVACY POLICY
Sage Multi Managers is committed to maintaining the privacy and security of its customers' personal and private information. Our privacy policy outlines our practices and commitment to the customer's privacy. Please email info@sagemultimanagers.co.za to obtain a copy of it.
PAIA MANUAL
This information manual provides an outline of the types of records held by Sage Multi Managers and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”). Please email info@sagemultimanagers.co.za to request a copy of our PAIA manual.
WEBSITE DISCLAIMER
Whilst every care is taken to ensure that the information on Sage Multi Managers website is current and accurate, we cannot accept any liability for any errors or ommissions. Please email info@sagemultimanagers.co.za if you would like to read our full disclaimer notice.