POLICIES

PBA is a financial service provider (FSP) that is registered and licensed under the Financial Advisory and Intermediary Services (FAIS) Act. We are committed to offering our clients exceptional service that complies with the FAIS Act. To ensure this, we have made our policies available for your reference.

Complaints Policy

We recognise the importance of providing high-quality financial advice and attentive customer service. This is why we appreciate feedback from our clients and use this to improve our service delivery. The complaints policy describes the procedures on how to log a complaint, which helps ensure that we can resolve all complaints.

Conflicts of Interest Policy

PBA is dedicated to doing business in an honest and ethical manner. We acknowledge the need to ensure that business relationships remain professional. This policy helps prevent conflicts of interest, and where they are unavoidable, it offers guidelines on how conflicts can be ethically and responsibly dealt with and how potential risks can be mitigated.

Treating Customers Fairly Policy

PBA is a client-centric company with our client's best interests at the forefront of all services offered by our team. This policy helps to ensure that specific, clearly articulated fairness outcomes for clients are delivered by regulated financial service providers.

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Protection of Personal Information (POPI) Manual

The safety of your personal information is very important to us and PBA is committed to protecting your right to both privacy and access to the information we have on you. In compliance with the POPI Act, PBA's informational manual is publically made available to set out the rules and procedures relating to the processing of your personal information

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