Statutory Information

 

 

 

The Analytics Group is comprised of 2 Authorised Financial Service Providers (FSPs).

Portfolio Analytics (Pty) Ltd trading as Analytics
Registration number: 1998/000087/07
VAT number: 4680196617
FSP number: 26/10/631

Portfolio Analytics Consulting (Pty) Ltd trading as Analytics Consulting
Registration number: 2004/021912/07
VAT number: 4420221923
FSP number: 26/10/18490

Postal Address: PO Box 411939, Craighall, Gauteng, 2024

Physical Address: 54 Peter Place, 1st Floor Aberdeen House, Peter Place Park, Bryanston

The following information is applicable to both abovementioned FSPs:
Analytics and Analytics Consulting are authorised discretionary financial services providers. Analytics is the mandated investment manager who is responsible for the management of the Analytics collective investment scheme portfolios ("the Analytics Funds").

The abovementioned FSPs are authorised to conduct financial services in relation to the following financial products - Securities and Instruments: Shares in a company other than a "share block company" as defined in the Share Blocks Control Act, 1981, money market instruments, debentures and securitised debt, warrants, certificates and other instruments acknowledging, conferring or creating rights to subscribe to acquire, dispose of, or convert securities, bonds, derivative instruments, deposits as defined in the Bank's Act (advisory financial services only), participatory interest in one or more collective investment schemes.

The abovementioned FSPs have professional indemnity and fidelity guarantee insurance.

Details of the compliance officer and money laundering officer

Name: Andrie Steyn
Address: PO Box 12662 Die Boord Stellenbosch 7613 Republic of South Africa
Cell number: 083 280 3756
Fax number: 086 615 3516
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Complaint procedure
Kindly address all complaints for the attention of the compliance officer.

A copy of the Analytics Internal Complaint Resolution System and Procedures and the Analytics Conflicts of Interest Management Policy can be obtained from the compliance officer.

Promotion of Access to Information Act ("PAIA")

"PAIA" Manual