LEGAL & COMPLIANCE
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Primetax is an authorized financial services provider (FSP number 37788) in terms of Section 8 of the FAIS Act.
A copy of our licence certificate is available on request.
PRIMETAX cc
FSP: 37788
Registration number: 2005/084005/23
Email: ADMIN@PRIMETAX.CO.ZA
Telephone number: 021 761 6169
COMPLIANCE OFFICER
Name: HANSIE AUGUSTIN-ZWIEGERS
Telephone number: 021 883 8000 / 083 204 2672
Email address: HANSIE@MOONSTONECOMPLIANCE.CO.ZA
Website: WWW.MOONSTONECOMPLIANCE.CO.ZA
PRIMETAX has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.
Click the white button above to read our Conflict of Interest Management policy.
To obtain a copy, please email tenealw@primetax.co.za
Should you wish to pursue a complaint against a key individual or representative of PRIMETAX, you should address the complaint in writing to us at email, admin@primetax.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.
Click the white button above to read our Complaints Procedure & Resolution
To obtain a copy, please email tenealw@primetax.co.za
Our Treating Customers Fairly (TFC) policy is centred 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 FSCA seriously, in particular, the requirement to treat customers fairly.
Click the white button above to read our TCF Policy & Implementation Plan
To obtain a copy, please email tenealw@primetax.co.za
This information manual provides an outline of the types of records held by PRIMETAX 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”).
Click the white button above to read more about PAIA
To obtain a copy, please email tenealw@primetax.co.za
Every care is taken to ensure that the information on PRIMETAX website is current and accurate.
Click the white button above to read our full Disclaimer Notice.
PRIMETAX 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.
Click the white button above to read our Privacy Policy
