ABOUT SELWYN MAGGOTT

Contractual Relationships

A contractual agreement exists between Selwyn Maggott and the following product suppliers:

  • Discovery Life, with the remainder divided between:
  • Momentum
  • Discovery Health
  • Discovery Insure
  • Hollard
  • Allan Gray
  • Santam
  • Guardrisk
  • PPS

Remuneration is earned by Commission.
70% of submitted business is generated for Discovery Life.

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Selwyn’s letter of introduction

Professional Indemnity Insurance

Selwyn Maggott is insured for claims.

 

Financial Advice Categories

The rendering of financial services is an ongoing process that analyses your current situation on the basis of information supplies, determines and prioritises your personal financial objectives, provides you with a financial plan to materialize these objectives and finally implements the financial plan by providing appropriate financial products. The financial advisor is qualified to provide financial advice in the following categories:

 

  • Risk Planning
  • Retirement Planning
  • Short-term Insurance Planning
  • Health Benefits
  • Estate Planning
  • Education Planning
  • Investment Planning
  • Special Needs
  • Business Assurance

 

Limitations

Selwyn Maggott is not an investment manager. He does not assume responsibility for the performance of investments, nor for the timing of the portfolio changes. It is therefore imperative that clients familiarize themselves with all the aspects of the initial portfolio and/or selected funds. Amendments to existing investments may only be made upon receipt of a written instruction from the client.

 

FAIS Compliant