INTERMEDIARY DISCLOSURE
To My Valued Clients / Potential Clients,
My Name is Ryan Richard Walsh & I am an Independent broker. I have been operating as a director of Winsure Consulting (Pty) Ltd operating under FSB License no. 48938 since 2018.
My Contact Details are stated on the letterhead. My cell number is 073 056 3325 and my email address is ryan@winsure.co.za.
I am authorised to provide advice and intermediary services in the following categories:
| Category | Sub Category | Category Description | Advice | Intermediary – Other |
| 1 | 1 | Long-Term Insurance subcategory A | X | X |
| 1 | 2 | Short-Term Insurance Personal Lines | X | X |
| 1 | 3 | Long-Term Insurance subcategory B1 | X | X |
| 1 | 20 | Long-term insurance subcategory B2 | X | X |
| 1 | 4 | Long-Term Insurance subcategory C | X | X |
| 1 | 5 | Retail Pension Benefits | X | X |
| 1 | 6 | Short-Term Insurance Commercial Lines | X | X |
| 1 | 7 | Pension Funds Benefits | X | X |
| 1 | 14 | Participatory interests in a collective investment scheme | X | X |
The FSP accepts responsibility for the advice given by myself during the course and scope of my duties. I am a mandated / independently appointed representative and comply with the appropriate standard of Honesty and Integrity and the Fit and Proper Requirements required by relevant legislation.
I have the following Qualifications and Experience: RPL
The Brokerage possesses written authority to market the products of the following insurers:
40Four (Old Mutual, Hybrid Risk, ONE, Alpha), AC&E (New National), AIG, Ambledown (Guardrisk), ASI Blue (Bryte, Guardrisk, Hollard, Santam), AutoTrade (Guardrisk), Broker Solutions (Bryte, Old Mutual, Hollard, Santam), CIA (Compass), CIB (Guardrisk), Cross Country (Renasa), Discovery, Envirosure, FDM Engineering (Renasa), Genlib (Renasa, Western National, Bryte), HCV (Infiniti), HCV Vaps (Renasa), HIC (Guardrisk), Hollard, King Price, Liberty Life, Lombard, Mi-Way, Momentum, MUA (Compass), Nautical Underwriting, Quicksure (Old Mutual, Hollard), Renasa, Rodel (Allianz, Bryte, Hollard), Santam, Stratum Benefits (Guardrisk, Bryte), Telesure (Auto &General, First For Women, Unity, Virseker), XsSure (Guardrisk).
The Brokerage is accredited with the relevant knowledge competency and proficiency to market products of these Insurers within the scope of its authority.
I do not directly or indirectly hold more than 10% of an insurer’s shares.
I did not receive more than 30% of my last years’ commission and remuneration from a particular insurer.
The Brokerage is not an associated company of an insurer.
The FSP does hold Professional Indemnity Insurance.
The FSP may receive commission from the client’s insurer. The level of commission varies depending on the product type. The exact amount is disclosed in the client’s policy schedule.
The full and up to date copy of the FSP’s Conflict of Interest Policy can be obtained from the FSP’s website or upon request.
The FSP abides by Treating Customers Fairly (TCF) and the Protection of Personal Information (POPI)
POPI Requirements
- The FSP respects the rights to privacy and confidentiality of our potential and existing clients’ personal information.
- You give consent that we may process, transfer and disclose your personal information for the purposes of providing you with insurance products and services and complying with your instructions.
- This may necessitate us sharing information with third parties to give effect to your insurance requirements.
- A copy of the POPI Policy and Privacy Policy is available on our website or upon request.
The FSP’s Compliance Officer is: National Compliance CC FSP 1307 (0860 104 194) P.O Box 6869, Zimbali,4418
Detail of the Regulators:
FAIS OMBUD INFORMATION REGULATOR
Boabab House, Eastwood Office Park SALU Building
Lynwood Road 316 Thabo Sehume Street
Pretoria Pretoria
Tel 012 762 5000 Tel: 012 406 4818
Fax (012) 348 3447 Fax: 086 500 3351
E-mail: info@faisombud.co.za E-mail: inforeg@justice.gov.za
Regards,
Ryan Walsh
Director