FAIS Disclosures

1. Status of Financial Services Provider in terms of the FAIS Act

Fusion Outsourcing Services (Pty) Ltd is an authorised Financial Services Provider, registration number 2003/017437/07, FAIS license number 39433. Fabian Buchanan (ID 8204135115087), Ian Milne and Robyn Smith are key individuals approved by the Financial Services Board. Representatives of Fusion SA are appointed by virtue of a written mandate. Details may be found in respect of individual representatives on this link.

2. Remuneration

The appointment of representatives is in terms of a written contract of employment with Fusion SA. Fusion SA receives remuneration from product providers as per the maximum legislated commission permissible. The amounts of commission earned will be disclosed separately by each representative.

3. Responsible Key Individual Contact Particulars

Physical address:
Fusion House, Knowledge Park II, Heron Crescent, Century City , 8001

Fabian Byron Buchanan

Telephone No: 021.526.6695

E-mail address: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Facsimile No: 021.527.6677

Ian Milne

Telephone No: 021.526.6732

E-mail address: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Facsimile No: 021.527.6677

Robyn Smith

Telephone No: 021.527.6605

E-mail address: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Facsimile No: 021.527.6677

4. Qualifications and Memberships (KI)

Fabian Buchanan

Experience in the Financial Services Industry: 4 years

Membership: None; Industry Inception: February 2006

Ian Milne

Experience in the Financial Services Industry: 10 years

Certificate in call centre management

INSETA (12 Credits)

Long term insurance skills programme

Membership: None; Industry Inception: March 2000

Robyn Smith

Experience in the Financial Services Industry: 11 years

Degree in Bachelor of Social Science

Membership: None; Industry Inception: April 1999

5. Independent Status of FSP and Professional Indemnity Insurance

Fusion SA has agreements with the following product providers: MS Life, a wholly owned division of Old Mutual and the Premier Group. In the past 12 months Fusion SA did not earn more than 30% of its income from any product provider. Fusion SA has no financial interest in any product supplier. Fusion SA carries professional indemnity insurance.

6. Authorisation

Fusion SA accepts responsibility for the actions of the above mentioned representatives acting within their listed mandates. Representatives are authorised to give advice and render intermediary services on product categories as enumerated on their independent statutory disclosures. Fusion SA is authorised to provide financial services in respect of the following licence categories:

1.1 Long-term insurance Category A
1.2 Short-term insurance Personal and Commercial Lines – Note: Fusion is a juristic representative of FSP 31724 which details appear on this link.
1.3 Long-term insurance Category B
1.4 Long-term insurance Category C

Fusion SA will not be held liable in terms of any prejudice in respect of services or advice provided by any representative which falls outside the scope of their authorisation. Any complaint in respect of any product which falls outside the definition of financial product of the FAIS Act cannot be forwarded to the FAIS Ombud. A copy of Fusion SA’s Conflict of Interest policy is available from its offices (and will be available on the website shortly).

7. Complaints Procedures

If you have a complaint or would like to follow up on a complaint, please contact Fusion SA’s Complaint Officer, Carla Kolbe, on 021.527.6648.

She will assist you with the concerns you have. Please note that in terms of the FAIS Act, for a complaint to receive the attention that it deserves, your complaint needs to be submitted in writing to the following address: Fusion House, Knowledge Park II, Heron Crescent, Century City, 8001

Please ensure that you retain proof of delivery where the complaint is delivered by hand or by any other means.

The following is a step-by-step guide of how a complaint will be dealt with, once received by us:

The Ombud may be contacted at his offices in Pretoria at the following address:

The FAIS Ombud

Riverwalk Office Park, Block B

41 Matroosberg Road (Corner Garsfontein and Matroosberg Roads) Ashlea Gardens, Extension 6, Menlo Park, Pretoria, 0081

Postal Address: P.O. Box 35655, Menlo Park 0102

Telephone No: 0860 FAISOM (0860 324 766)

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

The financial services environment is complex. We will endeavour to address all reasonable requests from our clients, but may also refer you to a more appropriate facility. Where the complaint pertains to any aspect of our service, or any disclosures that ought to be made by us, we will endeavour to address those complaints in writing within five working days.

In instances where the complaint pertains to something not within our control, such as product information or investment performance, we will forward the complaint to the product provider concerned.

In the event of us not reverting to you within the time periods indicated above, kindly contact Dawn Julyan, 012.998.7938 for an explanation as to why we have not yet communicated with you. Please do not accept any communication from any person until it has been confirmed in writing.

8. FSP Compliance Officer’s Details

Otto van der Walt, Fusion House, Knowledge Park II, Heron Crescent, Century City , 8001
Compliance Practice number: 5506, telephone number: 021.527.6628

9. FAIS Ombud Details for all FAIS advice-related complaints

The Customer Contact Division
The FAIS Ombud
Riverwalk Office Park, Block B

41 Matroosberg Road (Corner Garsfontein and Matroosberg Roads) Ashlea Gardens, Extension 6

Menlo Park

Pretoria

South Africa

0081

P.O. Box 35655

Menlo Park

0102

Telephone No: 0860 FAISOM (0860 324 766)
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

10. Long-term Ombud details for all long-term insurance complaints

3rd Floor Sanclare Building
21 Dreyer Street
Claremont
7700

Telephone No: (021) 657 5000
Facsimile No: (021) 674 0951
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Private Bag X 45, Claremont, 7735