The information below
is furnished in terms of the Policy Protection Rules of the
Long- and Short-Term Insurance Acts.
BROKERAGE INFORMATION
Exceed Private Clients (Pty) Ltd (Reg. No. 2000/014561/07)
Physical
Address
West Wing, Acorn House,
Old Oak Office Park
c/o Old Oak Rd & Durban Rd,
Tyger Valley 7536 |
Postal Address
PO Box 5710
Tyger Valley
7536 |
Contact
Numbers
Work: (021) 915 6666
Fax: (021) 915 6660
E-mail:
|
Broker’s
name: Mr André Ferreira
Legal status: Director of
Exceed Private Client Services
Qualifications and training: B Comm , CFP, FSB Authorised Representative
Membership: FPI , IPM
Holder of professional indemnity insurance: Yes
Experience: Eleven years
(1995– 2006) in the life insurance and financial services
industries
Long–term insurance mandates: Liberty, Sanlam, Old Mutual, Momentum, Discovery Life, Investec,
RMB, AIMS, Metropolitan Collective Investments, Marriott |