Legal

General

Electus Fund Managers (Pty) Limited (Reg No 2014/268056/07), an authorised financial services provider (FSP 46077) approved by the Registrar of Financial Services Providers (www.fsb.co.za) to provide intermediary and advisory services in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002.  

Contact details

You may contact us at any of the following:

Physical address:

Great Westerford Building
Ground Floor, 240 Main Road, 
Newlands
7700
Cape Town,South Africa

Postal address:

Great Westerford Building
240 Main Road
Newlands 7700 

Telephone number:

+27 21 680 7500

Fax number:

+27 21 680 7501

Operating hours:

08:30 - 17:00

Compliance officer:

Gerry Grispos
Tel: 0861 273 783
Email: Gerry Grispos

Information officer:

Tali Anderssen
Tel: 021 680 7550
Email: Tali Anderssen

To review a copy of our Information Manual, please email info@electus.co.za

Conflicts of interest

The Financial Advisory and Intermediary Services Act requires every financial services provider to adopt, implement and maintain a conflict of interest management policy. The purpose of the Policy is to set out the parameters for managing any conflicts of interest that may arise in the rendering of financial services to customers. For more detailed information, please email info@electus.co.za.

Complaints

We will reply to any complaints that we receive. The Complaints Handling Policy and Procedure can be accessed here. Complaints submitted in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 should be in writing and can be addressed to us at any of the above addresses.

If you are dissatisfied with the response, we would encourage you to engage us directly but you may elect to contact the Ombud for Financial Services at:

PO Box 74571
Lynnwood Ridge
0040
Tel: 012 470 9080

Promotion of Access to Information Act

The Promotion of Access to Information Act, no. 2 of 2000 (the 'Act') gives persons the right of access to information that is required for the exercise or protection of any rights. In order for access to information to be granted, certain requirements have to be met. The Act also requires private bodies such as Electus Fund Managers to compile a manual, designed to assist people who want to exercise their right to access to information. This manual, as well as the prescribed request form and fees payable should you wish to exercise your right of access to information, is available below.

Access to Information -  Manual
Access to Information -  Request form
Access to Information -  Fee re: Private bodies

Insurance cover

Electus  has comprehensive crime and professional indemnity insurance, the details of which may be obtained on request.

Information on this website

While every effort has been made to ensure the accuracy of information contained on this website, Electus its associated companies, its directors or employees provide no representation or warranty, express or implied, regarding the accuracy, completeness or correctness of information contained on this website.

Information transmitted via the internet (including email) is susceptible to unlawful access or monitoring and Electus  does not accept liability for any loss, harm or damage suffered by users as a result of such access or monitoring.

Any opinion expressed is intended for general information, is directed at institutional investors and is subject to change at any time without notice.

This website and the information herein do not constitute an offer to sell or a solicitation of an offer to buy any securities. The information on this website is not advice and Electus and/or its associates do not give any warranty as to the accuracy, completeness or suitability of the information provided and disclaim all liability for any loss or expense, however caused, arising from any use of or reliance upon the information, links or service provided through this website. For the terms and conditions of any product the relevant policy/investment contract should be referred to.

Without limiting the generality of the aforesaid, information on this website is not directed at persons in the United Kingdom as investment advice, as an investment advertisement or as an offer of securities in the United Kingdom. The information contained herein does not constitute an offer for sale in the United States. The securities offered by Electus has not, and will not, be registered under the US Securities Act of 1933 and may not be offered or sold, directly or indirectly, into the United States. The securities offered are not offered for sale, distribution and solicitation in any jurisdiction where they may not be marketed.

Investment disclosures

The investment portfolios are market-linked. Market fluctuations and changes in rates of exchange or taxation may have an effect on the value, price or income of investments. Since the performance of financial markets fluctuates, an investor may not get back the full amount invested. Past performance is not necessarily a guide to future investment performance.

Electus, whose success is measured by investment performance, is a registered financial services provider and is charged with the duty and responsibility to administer and manage your portfolio as a fiduciary in utmost good faith and with all the due care, diligence and skill that can reasonably be expected of an expert investment manager, and generally to act in your best interests at all times.

Personal trading by staff is prohibited to ensure that there is no conflict of interest. All directors and those staff who are likely to have access to price sensitive and unpublished information in relation to Electus.

All employees of Electus are remunerated with salaries and standard incentives. Unless disclosed to the client, no commission or incentives are paid by Electus  to any persons other than its representatives.

Applications to invest in any product referred to on this website may only be made on the basis of the offer documentation relating to that specific investment. Should you wish to discuss a possible investment or to review our offer documentation, please contact us.

Intellectual property

The information and branding (including logos, graphics and any multimedia) contained on this website are subject to copyright with all rights reserved. You may use the information and print or reproduce materials from this website only for your own non-commercial personal use.

Electronic Information

The information and/or news contained in any email and/or electronic newsletter should not be regarded as an offer to sell or a solicitation of any offer to buy any investment or to enter into an investment agreement in any jurisdiction. Information and opinions contained therein have been compiled or arrived at by Electus from sources believed to be reliable, but Electus  do not accept liability for any loss arising from the use thereof nor makes any representation as to their accuracy or completeness.

No liability is accepted by Electus and no representations are made as to the currency, accuracy or completeness of documents or other material in any electronic newsletter.

Privacy policy

Electus and its employees respect your privacy and the confidentiality of your personal information. Personal information that you supply to us via this website (your personal information) is only used and processed:

  • for the purpose for which we request the information, as stated on the relevant web pages; and/or
  • to the extent necessary to enable us to meet our obligations to you; and/or
  • to comply with our legal obligations.

We will not disclose your personal information to third parties outside Electus, unless:

  • we are permitted or required to do so by lawful process or a valid subpoena, or if a violation or suspected violation of the Prevention of Organised Crime Act or the Financial Intelligence Centre Act has occurred;
  • it is in the public interest to do so;
  • it is necessary to protect the rights of Electus;
  • when engaging service providers who process personal information on our behalf; or
  • you have expressly authorised us to do so.

Your information will not be shared with other companies  to inform you about products and services that might be of interest to you. You will always be given the opportunity to instruct us to remove your details from our mailing list.

If you interact with us or if you browse our website anonymously, we may from time to time collect information such as your email address. We may also use "Cookies" to enable us to provide features that allow users to use this website more efficiently and effectively. "Cookies" are small pieces of data stored on the user's hard drive and will not be used by Electus  to store personal information.

Electus  may from time to time use your personal information to compile profiles for statistical purposes. However, such profiles or statistical data cannot be linked to any identifiable individual.

You may access the information we hold about you and request to correct any errors or update information on the website.

We reserve the right to amend this online privacy policy at any time by posting the amended policy on our website. Unless otherwise stated, the current version will apply each time you access our website.

Liability and indemnity

The contents of the website are a general outline of matters related to Electus and no representations or warranties are given or implied by Electus its associated companies, affiliates, subsidiary companies, holding companies, directors or employees. The information on this website is subject to discussion, completion and amendment and you should not rely on the contents of this website.

Electus its associated companies, affiliates, subsidiary companies, holding companies, directors or employees:

  • accept no liability if an investor decides to invest based on the contents of the website;
  • make no representations as to the currency, accuracy or completeness of the contents of the website;
  • shall not be liable for any loss or damage arising from or otherwise in connection with your use of the website;

do not warrant that functions available on this website will be uninterrupted or error free, or that defects will be corrected, or that the server that makes it available is free of viruses or bugs. You acknowledge that it is your responsibility to implement sufficient procedures and virus checks (including anti-virus and other security checks) to satisfy your particular requirements for the accuracy of data input and output.