The material provided on our website, attachments and our blog, is provided for general information purposes only and does not constitute legal or other professional advice or opinion. Every situation is subject to unique circumstances and specific professional advice should be obtained in respect of your particular requirements.

CFP Brokers cc, its members and employees accept no responsibility for any loss or damage, direct or indirect, which may arise from or be attributed to the reliance by any person on information provided on this website or our blog.

CFP Brokers cc is not affiliated with the Financial Planning Standards Board Limited (‘FPSB’), the Financial Planning Institute (‘FPI’) or the CFP certification in any way. CFP Brokers acknowledge that the FPSB is the proprietor of the trademark CFP in South Africa.

RECORD OF NON-AFFILIATION

We confirm that CFP BROKERS CC (registration no. 2010/047116/23)

A close corporation incorporated in accordance with the laws of the Republic of South Africa, (hereinafter referred to as “CFP BROKERS”) is not affiliated in any way whatsoever with:

1. FINANCIAL PLANNING STANDARDS BOARD, LTD

   A company incorporated in accordance with the laws of the United States of America of 707 17th Street, Suite 2925, Denver, Colorado, 80202, United States of America. (hereinafter referred to as “FPSB”)

OR

2. FINANCIAL PLANNING INSTITUTE (“FPI”)

   who is the sole licensing authority for the CFP trade mark in South Africa under an affiliation and license agreement with FPSB

OR

3. The CFP certification.

What information do we collect?

We collect information when you send a query via the website. You may visit the site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

• To personalize your experience (your information helps us to better respond to your individual needs).
• To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you).
• To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs).
• To send periodic emails. The email address you provide may be used to send you occasional company news, updates, related product or service information.

Do we use cookies?

We do not use cookies.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising and other uses.

Online Privacy Policy

This online privacy policy only applies to information collected through our website and not to information collected offline.

Your Consent

By using our site you consent to our privacy policy.