Wisesure

Phone: 011 913 1104

Email business

www.wisesure.co.za

Website

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Wisesure
Category: Consultants

Key contact details for Wisesure
Phone
011 913 1104
Email
Email business
Website
www.wisesure.co.za
Address
 

Portfolios

Financial Consulting

Compliance Officer


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Business profile

This is to advise that Wisesure Financial Consulting cc is an independent broker consulting company that has an allocated independent FSB recognised compliance officer who audits all processes that take place within our brokerage on a quarterly basis By law we are required to contact clients and review their portfolios on an annual basis.This practise does this on a monthly and/or quartlerly basis, depending on the clients needs

  • Business profile

    This is to advise that Wisesure Financial Consulting cc is an independent broker consulting company that has an allocated independent FSB recognised compliance officer who audits all processes that take place within our brokerage on a quarterly basis By law we are required to contact clients and review their portfolios on an annual basis.This practise does this on a monthly and/or quartlerly basis, depending on the clients needs

Wisesure's Keywords

Portfolios | Financial Consulting | Compliance Officer | Steadfast Course