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Wealth Management

Dean Cowling

Dean Cowling

Rob Knox

Roland Boesch

Nomvuyo Norman

Gavin Mofsowitz

Tony Lochner

Dawn Fryer

Peter Berman

Richard Lascaris

CHARLES JORGENSEN

Charles Jorgensen

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Policies & Licenses

JBL Wealth Management FSCA Licence

JBL Asset Management FSCA License

JBL Group Conflict of Interest Policy

JBL Group Privacy policy

JBL Complaints Resolution Policy

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Website Disclaimer

Welcome to our website. If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern JBL Wealth Management and JBL Asset Management’s (“JBL”) relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

The terms  or “us” or “we” refers to the owner of the website whose registered office is 28 Scott Street, Waverley, Johannesburg, 2090. Our company registration numbers appear below. The term “you” refers to the user or viewer of our website.

The use of the JBL website and the related products and/or services shall be governed by and construed in accordance with the laws of the Republic of South Africa. Should you apply for any products or services on this website, you consent and submit to the jurisdiction of the courts of the Republic of South Africa in regards to all proceedings, actions, applications instituted by either party against the other and in any way arising from any of the stated terms and conditions.

The information contained on this website is to provide you with information about JBL and our services. It is subject to change without notice. The information provided on this website should not be treated as financial or professional advice. We do not provide any warranty or guarantee, expressed or implied, as to the accuracy, availability, completeness and suitability of the information and or products found or offered on this website for any particular purpose. You acknowledge that such information and products may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.

While we have taken care to ensure that the content of this website is accurate and up to date, this website and the services accessible on this website are provided “as is”. Your use of any information, products or services on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.

JBL reserve the right in our sole discretion to amend this website, the products, the information described on this website and the terms and conditions from time to time and you agree that you will review the terms whenever you visit our website for any such amendments.

This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, logos, and graphics. You are authorised to view and download, print and make copies of such printouts provided that you use the material for non-commercial and personal purposes only. You may copy the content to individual third parties for their personal use, but only if you acknowledge this website as the source of the information and/or materials. You may not, without JBL’s expressed written consent, distribute or commercially exploit the content.

JBL makes no warranty as to the operation, availability or functionality of this website and we further make no warranty that the information and products available on this website are free of viruses, destructive materials or any other data which may corrupt or compromise the operation or content of your computer system, computer network, hardware or software. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Every effort is made to keep this website up and running smoothly. However, JBL takes no responsibility for, and will not be liable for the website being temporarily unavailable due to technical issues beyond our control.

From time to time this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).

Unauthorised use of this website may give rise to a claim for damages and/or criminal offence.

Email Terms of use

The content of an email − which may include one or more attachments − is strictly confidential, and is intended solely for the use of the named recipient(s). If you have received this email in error, you are not permitted to disclose, distribute or retain it, and are requested to notify the sender immediately by return email and then delete it.

No employee, contractor, or intermediary is authorised to conclude an agreement on behalf of any member of JBL by email, without express written confirmation by a duly authorised representative of that member. The use or content of email is intended for JBL’s business. If it is used for any other purpose, the views expressed are those of the sender and no liability will attach to any member of JBL.  JBL reserves the right to monitor, access, intercept or block emails addressed to all JBL  addressees, in accordance with our email policy as it applies from time to time. Email is not necessarily secure or error-free; information could arrive late or contain viruses, or be incomplete, intercepted, corrupted, lost, or destroyed. It is the responsibility of the named recipient(s) to ensure emails are virus-free. JBL does not accept any liability for damage caused by any virus or other malware transmitted by this email.

Conflict of Interest

The General Code of Conduct for the FAIS Act broadly covers conflict of interest and requires that intermediaries disclose to their clients the existence of actual or potential conflicts of interest.  This means any situation in which an intermediary or representative has an interest that may influence the objective performance of his obligations to his client or may prevent an intermediary from rendering an unbiased financial service.

We have adopted and implemented a Conflict of Interest Management Policy to ensure that we comply with the act and we confirm that, in the event that there is a potential conflict of interest in respect of the service rendered or the advice provided, the interest of our client will be accorded priority over our own interests.

A full copy of our Conflict of Interest Management Policy can be obtained from our offices upon written request to info@jblwealth.co.za.

Complaints Resolution

In the event that you are dissatisfied with any aspect of the advice or intermediary service provided by a Representative of JBL Wealth Management, your first course of action will be to contact the following person in writing with full details of the problem you have encountered:

Name:  Dawn Fryer (Key Individual)
Address: Atlantic House, Glenhove Square, 71 4th Street, Houghton, Gauteng, South Africa
E-mail address: info@jblwealth.co.za

If your complaint cannot be resolved internally then you are entitled to refer the complaint to the FAIS Ombudsman whose offices have been established to provide clients with a redress mechanism for any inappropriate financial advice or intermediary services that may have been given.  The details of the FAIS Ombud’s office

The FAIS Ombud
P.O. Box 74571, Lynwood Ridge, 0040
Tel: 012 470 9080
Fax: 012 348 3447
E-mail: info@faisombud.co.za
Website: www.faisombud.co.za

Copyright Notice

This website, including artwork, design and content, is owned by JBL and may be protected by copyright and other intellectual property laws. JBL authorises the reader to view the contents of this website for information and non-commercial purposes only.

PRIVACY POLICY

PAIA

The Promotion of Access to Information Act (PAIA), Act 2 of 2000, gives you the right to access information that you might require for the exercising or protection of any rights. Once you have met certain requirements, you will be granted access to the information you require. The Act also requires private bodies (e.g. JBL) to compile a manual that will assist people who want to exercise their right of access to information.

Should you want to exercise your right of access to information, you can download the Manual below, as well as the prescribed form and fees you need to pay.

Promotion of Access to Information Manual
JBL Wealth Management FSCA Licence
JBL Asset Management FSB License
JBL Group Conflict of Interest Policy
JBL Group Privacy policy
JBL Complaints Resolution Policy

Compliance Officer

JBL’s compliance officer is Justin Joannides (FSB# CO3485) of Crux Consulting. (T) 011 234 4991 (F) 086 504 0010 (email) justin@cruxconsulting.co.za

JBL Registered Information :

JBL Wealth Management (Pty) Limited is approved as a Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 2002 (FSP. No. 12098). Registration Number 2001/000036/07 Registered Offices: Address: 21 Scott Street, Waverley, Johannesburg, 2090. Telephone: (+27) 861 5555 99, Fax: (+27-11) 483 1860

JBL Asset Management (Pty) Limited is an authorised Discretionary Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 2002 (FSP. No. 44710). Registration Number 2013/048132/07 Registered Offices: Address: 21 Scott Street, Waverley, Johannesburg, 2090. Telephone: (+27) 861 5555 99, Fax: (+27-11) 483 1860

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