Personal Client Profile | Herbst BlueStar | Sanlam Financial Planners Pretoria

Your Personal Client Profile

What it is – and why it matters

Our planners follow a structured financial planning process to construct a financial plan that is tailor made for you. It is therefore crucial that we have complete and accurate information about you and your finances.

You can provide as much information as you are comfortable with now and we will request additional information as it is required to complete your plan.

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

Let's get started with your profile

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.

Please select a financial planner

Get expert financial advice

Speak to us now and get advice from an accredited financial planner.

Speak to a planner