Helfin Compliance documents
Long Term Disclosure Documents
Details Helfin as a company, its advisers and who Helfin conducts business with as well as other information that Helfin is required by law to disclose to you
Short Term Disclosure Documents
Details Helfin as a company, its advisers and who Helfin conducts business with as well as other information that Helfin is required by law to disclose to you
Letter of Authority
Enables Helfin Risk to obtain information and act on behalf of the client. Activities include registering claim, endorsements and renewal negotiations.
Documents required according to service Needed
Links to documents below
Medical Aid
Letter of Authority
Disclosure Document
Medical Aid Needs Analysis and Medical History Declaration
International Investments
Letter of Authority
Disclosure Document
International Mandate
Risk Profiler
Local Investments
Letter of Authority
Disclosure Document
Local Mandate
Risk Profiler
Short Term Personal
Letter of Authority
Disclosure Document
New Business Application
CCM Mandates (Entities)
Entities client mandate – Investec corporate cash management call money fund
CCM Mandates (Individual)
Individual client mandate – Investec corporate cash management call money fund
CCM Mandates (Trust)
Trust client mandate – Investec corporate cash management call money fund
COMPLAINTS PROCEDURE
CONFLICT OF INTEREST POLICY 2022
COMMISSIONER OF OATHS
Privacy Policy and PAIA Manual
Service Level Commitments
Service Level Commitment
Service Level Commitment Download Here Group Benefits Service Level Commitment...
Read MoreLicenses and Certificates
Access to Information
HELFIN RISK MANAGEMENT COMPANY (PTY) LTD HELFIN PRIVATE WEALTH (PTY)...
Read MoreMAJ PROPERTIES (PTY) LTD
MAJ Properties Certificate to Commence Business MAJ Properties Certificate to...
Read MoreHELFIN RISK MANAGEMENT (PTY) LTD
Helfin Risk Certificate to Commence Business Helfin Risk Memorandum &...
Read MoreHELFIN PRIVATE WEALTH (PTY) LTD
Helfin Private Wealth: Certificate to commence business VAT Registration Certificate...
Read MoreServices
Investing
The purpose of this SLC is to outline the services rendered by the Helfin Financial Services Group (HFS) and to enhance the delivery thereof...
Medical Aid
Helfin does not charge a fee to administrate medical aid memberships as a commission is already included in the member’s monthly contribution to the scheme...
Short Term Insurance
Your house or buildings, vehicle, personal and business items are all a vital part of your life. If anything happens to them you can have peace of mind, knowing that you are properly protected...
Financial Planning
Process and benefits of financial planning, benefits of planning and how the financial planning works...
Trusts & Wills
Estate planning is not only about the accrual and use of your assets during your lifetime...
Long Term Assurance
We undertake a business assurance needs analysis to identify specific needs. This could be in the form of sinking funds, key man assurance and partnership assurance...
Group Benefits
In today’s highly competitive business environment, employers depend extensively on the value and expertise brought into their organisations by their employees...
Tax & Accounting
When you retire and you are a member of a provident fund or provident preservation fund, your retirement interest is usually paid by way of a lump sum unless the...
Retirement Benefit
Congratulations on your retirement. We believe that your retirement should be enjoyed and that you should not stress about tax...