Regulatory Disclosures & Accreditation
FSP Name: Altara Financial Services (Pty) Ltd (2023/259686/07)
FSP Licence: 39231
FSP Name: Altara Risk Solutions (Pty) Ltd (2024/667323/07)
FSP Licence: 54932
Physical Address: 3 Ingrid Jonker Street, Langenhovenpark, Bloemfontein, 9301
Authorised Representatives
The provider accepts responsibility for its own actions and for the actions of any of the following representatives that may be performed by them while acting within the course and scope of their employment with Altara.
Section 13 Certificate available on request.
A. Liesl Ebersohn
Authorised Representative for Advice and Intermediary Services and Key Individual
ID: 690927 0001 080
Contact: liesl@altara.co.za | 082 821 9104
Authorised FSB Product Categories: Short-Term Insurance: Category 1.2 – Personal Lines; Short-Term Insurance: Category 1.6 – Commercial Lines
Affiliation: FIA
Highest Qualification: Grade 12, COP, iCiBS, iiSA Programme in Short-Term Insurance (NQF 5)
Experience: Since January 2000 – Short-Term Insurance (Commercial & Personal Lines)
B. Marizaan Cronje
Authorised Representative for Advice and Intermediary Services and Key Individual
ID: 900202 0095 086
Contact: marizaan@altara.co.za | 079 841 0686
Authorised FSB Product Categories: Short-Term Insurance: Category 1.2 – Personal Lines; Short-Term Insurance: Category 1.6 – Commercial Lines
Affiliation: FIA
Highest Qualification: Grade 12, Programme in Short-Term Insurance (NQF 5)
Experience: Since January 2022 – Short-Term Insurance (Commercial & Personal Lines)
Compliance & Claims
Compliance Officer: Compliance Trust – Niel Wessels
Email: niel@compliancetrust.co.za
Address: 1082 Gousblom Street, Weltevredenpark
FSB Compliance Number: 4715
Claims Procedures: Inform Altara directly.
National Financial Ombud Scheme of South Africa (NFOSA)
Physical Address:
110 Oxford Road, Houghton Estate, Johannesburg, 2198
Claremont Central Building, 6th Floor, 6 Vineyard Road, Claremont, Western Province, 7700
Telephone: 0860 800 900
WhatsApp: 0664 730 157
Email: info@nfosa.co.za
Website: www.nfosa.co.za
Complaint Resolution System and Procedures
We have a written internal complaint resolution system with detailed procedures. Access to the written procedures and a copy of the complaint resolution system is available at this office during office hours. Complaints must be submitted in writing and include all relevant information and supporting documentation.
Conflict of Interest Management
No known actual or potential conflicts of interest. (Any conflicts will be disclosed if applicable.)
Professional Indemnity Insurance: Yes
Shareholding in Product Suppliers: None
Commission and Fees: Fully disclosed to clients.
Product Suppliers
Altara Financial Services is accredited and has formal agreements with the following insurers and underwriters:
Santam, Santam Heavy Haulage, Santam Aviation, Santam Real Estate, Santam Marine, Old Mutual Insure, Frontline Underwriting Managers, PPS, CIA, HIC, Transit Underwriting Managers, Mirabilis, SHA, Camargue, Natsure Aviation, Natsure HCV, Natsure Commercial and Agricultural, C&G Underwriters, AC&E, Garagesure, Safire, Auto & General, Bryte (UMA), TIC, Leppard, and Cross Country.
Altara provides clients with access to a wide range of product suppliers, exercising objective judgment in clients’ best interests. Altara does not receive more than 30% of total commission from any single insurer.
Advisory Responsibility
Altara accepts full responsibility for all advice provided to clients.
L. Ebersohn and M. Cronje are both registered as Key Individuals and Representatives for FSP 39231 and FSP 54932.
Client Information & Disclosure
Clients are responsible for ensuring that all application, proposal, or contractual information submitted to a product supplier is accurate and complete. Misrepresentation or non-disclosure of material facts may result in cancellation or non-payment of benefits. Representatives may not ask clients to waive rights or sign incomplete forms. Any such waiver is null and void.
Privacy Notice
Altara respects your privacy. Its Privacy Notice outlines why personal information is required, how it is used, and with whom it may be shared. The policy is available on request.
Data Subjects have the right to:
- Access and request personal information held about them
- Request correction, destruction, or deletion of personal information
- Object to the processing of their information on reasonable grounds
- Object at any time to processing for direct marketing purposes
The process to exercise these rights is available from the Information Officer – Liesl Ebersohn.