Treating Customers Fairly Policy

TAKING INSURANCE TO NEW HEIGHTS

THE BROKER HUB (PTY) LTD

TREATING CUSTOMERS FAIRLY (TCF) POLICY

• The Broker Hub (Pty) Ltd subscribes to Customer Centricity and better understanding of our customer’s needs.

• We endeavour to render services honestly, fairly, with due skill, care, diligence and in the interests of our client and the integrity of the financial services industry.

• We are committed to delivering fair treatment to all our customers throughout the product life cycle, from product design and promotion, through advice and servicing, to complaints and claims handling – and throughout the product value chain:

• Our customers can be confident they are dealing with a company where TCF is central to our corporate culture

• The products & services we market and provide are designed to meet the needs of identified customer groups and are targeted accordingly

• Our customers are provided with clear information and kept appropriately informed before, during and after point of sale

• Where we give advice, it is suitable and takes account of our customer circumstances

• Our products perform as we have led our customers to expect, and our service is of an acceptable standard and as our customers have been led to expect

• Our customers will not face unreasonable barriers to change products, switch providers, submit a claim or make a complaint.

FSP Number 7694

Disclaimer

Treating Customers Fairly (TCF)

Treating Customers Fairly is a core principal of our company and the way we conduct our business and our company respect the Regulator’s mission to maintain a sound financial investment environment in South Africa and acknowledge its mandate to promote the:

• Fair treatment of consumers of financial services and products

• Financial soundness of financial institutions

• Systematic stability of financial industries

• Integrity of financial markets and institutions

The key factors that determine our policy to ensure that the six outcomes of TCF are achieved at all times are:

• Our clients can be confident that they are dealing with a company which upholds the fair treatment of all our

customers

• All products and services marketed and sold by us are designed to meet the individual needs of our customers

• Our clients are provided with clear information and are kept appropriately informed before, during and after the

point of sale

• Where our clients are provided with products that perform as we have led the customer to expect and the asso-

ciated service is at an acceptable standard to

what we have led them to expect

• Our customers will not face unreasonable post-sale barriers imposed to change products, switch providers,

submit a claim or make a complaint

• Where we offer advice to our customers, the advice is suitable and takes in account the individual client’s

circumstances

• Any complaints or grievances received from a client will be handled in a sympathetic, positive and professional

manner

Our customer’s feedback is important to us and we want to know whether your experience with us lives up to your expectations.

If you have any feedback let us know because your views as they are vital to helping us improve our service in the future.

TREATING CUSTOMERS FAIRLY (TCF)

The principals of TCF are well established in our business practice and it is a principal that we embrace. Should you be interested in the details of TCF, please click on the link below or request for a copy of the TCF Policy. Click here