Personal Client Profile | Catalyst BlueStar | Sanlam Financial Planners Mpumalanga

Protection of personal information

All information provided by you will be treated as confidential and will only be used for the purpose of financial planning and providing ongoing financial advice and intermediary services. We may send your personal information to service providers outside of the RSA for storage or further processing. We will only send your information to a country without similar information protection legislation where we have a binding agreement with the service provider that ensures protection of your information.

CAPTURE DETAILS

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Please select a financial planner from our practice, or select “I do not have one”, to have one assigned to you. This planner will be responsible for providing you with ongoing advice and receive any applicable commission or fees payable on your plans.

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