The Collective Investment Schemes Control Act 45 of 2002
Itransact Fund Managers (RF) (Pty) Ltd (“IFM”) is an authorised Manager in terms of the Collective Investment Schemes Control Act 45 of 2002. IFM is not authorised to and does not provide financial advice. All information contained on this website should not be construed, or relied upon, as advice. If you require financial and/or investment advice, please engage the services of an independent financial adviser.
This website and its content is owned by IFM and is protected by copyright and other intellectual property laws. All rights not expressly granted are reserved. IFM hereby authorises you to view, download, print and distribute the content of this website, but only for information, non-commercial and private purposes.
Information and Content
The information and content (collectively “information”) accessible through this site is provided by IFM as general information about the company and its products and services. IFM does not guarantee the suitability or potential value of any information or particular investment source. Any information in this website is not intended nor does it constitute financial, tax, legal, investment, or other advice. Nothing contained in any service or any other content on our website constitutes a solicitation, recommendation, endorsement or offer by IFM, but shall merely be deemed to be an invitation to do business.
IFM has taken and will continue to take care that all information, in so far as this is under its control, provided on this website is true and correct. However, IFM shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website. All information and contents enclosed in or accessed through this site are provided on an “as is” and “available” basis. IFM shall not be liable for any failure of performance, system, delay, corruption, error, omission, interruption, computer virus, unavailability of access or breach of security, any incompatibility between the site and the user’s hardware and software. Further, there is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful. The information contained on this site is for information purposes only.
IFM has adopted a fair and accessible Complaints Resolution Policy that places emphasis on maintaining long term and ongoing relationships with its valuable clients.
For details about our Complaints Resolution Policy click here.
IFM has adopted a Conflict of Interest Policy that provides a framework within which to address all areas where conflicts of interest may arise. This policy aims to promote transparency and fairness in the interest of all consumers, employees, directors, agents and providers to IFM.
For details about our Conflict of Interest Policy click here.
Untraceable Investors Policy
IFM in its commitment to good business practice, treating of customers fairly and transparency when dealing with investor’s assets, has adopted the Untraceable Investors Policy.
The policy is applicable in the event that IFM becomes unable to make successful contact with the client using conventional communication methods. This document sets out the IFM policy in accordance with good industry practice.
For details about our Untraceable Investors Policy click here.
Promotion of Access to Information Act
IFM has prepared a manual, in accordance with the Promotion of Access to Information Act (PAIA), to assist people in exercising their right of access to information.
For the IFM PAIA manual click here. Should you wish to access information, kindly follow the procedure as per page 6 of the manual and complete the ‘Request for Access to Record of Private Body’ form which can be downloaded here.
IFM respects the Regulator’s mission to maintain a sound financial investment environment in South Africa and welcomes the Treating Customers Fairly (“TCF”) initiative.
For the IFM TCF policy click here.
In general, IFM does not collect personally identifiable information on this website from individuals unless they provide it to IFM voluntarily and knowingly. IFM collects information that is provided to IFM by the user/visitor and such information may be amended by the individual on request.
All personal information supplied to IFM or collected by us is kept strictly confidential, we will safeguard any personal information acquired by us in connection with your use of this website.
Personal information is used as is appropriate in the normal course of business to provide the products and services you have requested. We may retain any information for purposes of investment transaction processing and administration, or to communicate directly with you.
IFM does not sell, rent or trade your personal information with anyone. IFM will, however, disclose information when required to do so:
- by a court order,
- by any regulatory authority (e.g. the Financial Services Board or the Financial Intelligence Centre) and supervisory body they appoint for the various financial sectors,
- in order to comply with legal and regulatory obligations in terms of any legislation or regulation applicable to IFM and its business dealings (including fraud prevention and anti-money laundering),
- in order to exercise, protect and defend IFM’s rights and property, and
- if it is in the interest of the public.
We may need to share aggregate information (for example, demographic data) with our stakeholders and business partners but we will not disclose personal information about our individual users.
We take all reasonable steps to protect your personal information, including, where appropriate, the use of encryption technology. We can however not guarantee the security of any information you transmit to us electronically and you do so at your own risk.
Moonstone Compliance is a Financial Services Board (“FSB”) registered specialist compliance practice that provides compliance solutions and support to IFM.