We operate under the principals of Transparency, Honesty, and Integrity

Broker Disclosure

In terms of the Financial Advisory and Intermediary Services Act (FAIS) (ACT NO 37 OF 2002) the following information must be disclosed to clients and potential clients:

Full Name: Leonie Delgado
Physical address: Office 4A, Featherbrooke Business Park, 1 Riviera Lane, Krugersdorp Ext. 8
Postal Address: P.O. Box 2336 Honeydew 2040
Telephone: 011 662 1204
Fax: 0866 169 528
Mobile: 083 268 2550
e-mail: leonie@myownbroker.co.za

I am an Independent Financial Advisor and have been in practice for 7 years and in the Insurance industry for 22 years. I am an authorised Financial Service Provider and my FSP number is 32621.

I have training and experience to advise my clients on the following business lines: Short term Insurance, Personal Lines, and Commercial Insurance

I specialise in Motor & Household Insurance; Commercial Insurance; Engineering; Public Liability; Professional Indemnity; Medical Malpractice Insurance & Travel Insurance.

I have achieved the following formal qualifications: NQF Level 4 with 142 credits.
I am the Principal and Key Individual of the above-mentioned brokerage. I have succesfully passed my Key Individual and Representative exams as requested by the FSB.
 
As the Principal of this brokerage I have access to and have been accredited to market products from the following product providers:

  • Auto & General
  • CIA
  • Cross Country
  • Cyclesure
  • Discovery
  • Execuline
  • First for Women
  • HIC
  • Hollard
  • Indequity Spes. Insurers
  • Iron Horse
  • Momentum
  • MUA
  • Mutual & Federal
  • One Investment Holdings
  • Santam
  • TRA
  • Travel Ins. Company
  • Zenith Product Design

I do not own more than 10% of issued shares directly or indirectly of any Life Assurer or Financial Product provider.

I am not an associated company of any life assurer or product provider.

I have not earned more than 30 % of my total commission from any one assurer within the past 12 months.

I earn my income from commission that the Product Provider pays over to me on the products purchased by my clients.

I have Professional Indemnity Insurance cover of R 10 million.

I am a member of FIA; it is a Broker support service and I am responsible for my own compliance.

In terms of the FAIS Act we are obliged to set up a complaints resolution process. Please contact our office should you wish to get more detailed information in this regard.

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