Legal and Compliance

Regulatory status

Gert Robbertse is an authorised representative of Momentum Consult (Pty) Ltd, an authorised financial services provider, FSP 5503.

Authorised representative of Consult by Momentum.

General information disclaimer

The information on this website is provided for general educational and introductory purposes.

It should not be treated as:

• Personal financial advice
• An investment recommendation
• Tax advice
• Legal advice
• Fiduciary advice
• An offer or invitation to purchase a financial product
• A guarantee of investment performance, capital security or tax results

Recommendations can only be made after the relevant circumstances, needs, objectives and risks have been properly considered.

Investment risk

Investment values and income may rise or fall.

Past performance does not guarantee future performance.

Investment outcomes may be affected by markets, currencies, inflation, interest rates, costs, tax and the selected investment period.

Descriptions of fixed, protected or guaranteed features remain subject to the terms, conditions, financial strength and contractual obligations of the relevant provider.

Provider selection

Gert recommends solutions from a selected panel of local and offshore providers approved through Consult by Momentum.

Recommendations remain subject to the products and providers available through that approved panel.

Relevant limitations, relationships, fees, commissions and conflicts of interest are disclosed during the formal advice process.

Specialist advice

Where tax, legal, fiduciary, exchange-control, philanthropy or other specialist advice is required, clients may be referred to appropriately qualified professionals.

The specialist remains responsible for the advice provided within their professional field.

Website enquiries

Submitting an enquiry or booking an introductory meeting:

• Does not create an adviser-client relationship
• Does not constitute financial advice
• Does not authorise a transaction
• Does not guarantee that the enquiry will be accepted
• Does not require either party to proceed further

An adviser-client relationship begins only after the required process, disclosures and agreements have been completed.

Accuracy and changes

Reasonable efforts are made to keep the website accurate and current.

Financial legislation, tax rates, exchange-control processes, product terms and market information may change.

Visitors should obtain current personalised advice before acting on website content.

External links

Links to third-party websites are provided for convenience.

Gert Robbertse and Momentum Consult do not control all third-party content and do not necessarily endorse every statement, service or product found on an external website.

Complaints and formal policies

The Consult page provides access to information relating to complaints, conflict of interest, legal disclosures, Treating Customers Fairly, privacy, PAIA, compliance, and relevant ombud and regulator details.

Copyright

Unless otherwise stated, the website wording, branding and original articles may not be reproduced for commercial use without written permission.