Introduction


Ybroker is a division of DM Consultants is an authorized financial services provider (FSP number 23629) in terms of Section 8 of the FAIS Act.1




TCF Policy


Our Treating Customers Fairly 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 FSB seriously, in particular, the requirement to treat customers fairly.





PAIA Manual


This information manual provides an outline of the types of records held by Ybroker 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").




Privacy policy


Ybroker is committed to maintaining the privacy and security of its customers' personal and private information. Our privacy policy outlines our practices and commitment to our customers.




Contact Information


Goldwill Office Park, 3 Squirrel Turn, Weltevreden Park, 1709. Telephone number: 010 140 0632. Email: info@ybroker.co.za.



Complaints Procedure


Should you wish to pursue a complaint against a key individual or representative of Ybroker, you should address the complaint in writing to us at info@ybroker.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.




Conflict of interest management policy


DM Consultants has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act. You may email info@ybroker.co.za to obtain a copy of it.





Website Disclaimer


Whilst every care is taken to ensure that the information on Ybroker website is current and accurate at all times.