Compliance

Legal Tax cookie policy

As protecting the privacy of our clients and prospective clients is an important part of the business, we have included this cookie policy which is applicable to our websites

Protection of Personal Information POPI and Privacy Policy

Legal and Tax Services (Pty) Ltd is obliged to comply with the Protection of Personal Information (POPI) Act. POPI requires Legal and Tax Services (Pty) Ltd to inform their clients as to how their personal Information is used, disclosed and destroyed.

Promotion of Access to Information Act (PAIA) Manual

This manual has been prepared in terms of Section 51 of the Promotion of Access to Information Act (Act 2 of 2000)

Conflict Of Interest

This is the collective internal policy on managing potential conflict of interests and insider trading.

Complaints Resolution Policy

Legal and Tax Services (Pty) Ltd is an authorised financial services provider (‘FSP’) licensed in terms of the Financial Advisory and Intermediary Services Act (the FAIS Act). The FAIS legislation requires that all FSPs must maintain an internal complaints resolution system and procedure in the event that a complainant complains about a financial service rendered by them.

TCF policy

Legal&Tax is committed to ensuring that all business conducted is in accordance with good business practice.

Legal Plan Terms and Conditions

This document sets out the terms and conditions which govern our relationship.

Product Summary Legal Plans

A summary of your chosen legal plan and other important information

Disclosure Notice Legal Plans

Important information about your Insurer and authorised Financial Services Provider

Letter of Authority

This letter confirms that the person that is the authorised representative of Legal&Tax

Legal Plan Sales Disclosures

Important disclosure in terms of the Financial Advisory and Intermediary Services (FAIS) Act

Legal Plan Value Added Service Guide

An overview of the non-insurance benefit, value added services included in your plan

Funeral Plan Terms and Conditions

This document sets out the terms and conditions which govern our relationship.

Funeral Product Summary

A summary of your chosen funeral family plan and other important information

Disclosure Notice

Important information about your Insurer and authorised Financial Services Provider

Letter of Authority

This letter confirms that the person that is the Authorised representative of Legal&Tax

Funeral Plan Sales Disclosures

Important disclosure in terms of the Financial Advisory and Intermediary Services (FAIS) Act

Funeral Plan Value Added Service Guide

An overview of the non-insurance benefit, value added services included in your plan

HealthCare Plan Terms and Conditions

This document sets out the terms and conditions which govern our relationship.

Product Summary HealthCare Plans

A summary of your chosen legal plan and other important information

Disclosure Notice HealthCare Plans

Important information about your Insurer and authorised Financial Services Provider

Letter of Authority

This letter confirms that the person that is the authorised representative of Legal&Tax

HealthCare Plan Sales Disclosures

Important disclosure in terms of the Financial Advisory and Intermediary Services (FAIS) Act

HealthCare Plan Value Added Service Guide

An overview of the non-insurance benefit, value added services included in your plan