| :: Authorised Financial Services Provider
in terms of FAIS ACT (2002) |
- Harvard House Investment Management (Pty Ltd)
Licence Number: 675
Registration Number: 2002/002754/07
- Harvard House Financial Services Trust
Licence Number: 7758
Trust Number: IT2509/98
Catherine Cooper
Compli-Serve SA (PTY) Ltd
P.O. Box 411, Rondebosch, 7701
Tel: 021 685 3454
e-Mail: info@compliserve.co.za
BEE Ratings by EMEX - BEE Management Systems
Harvard House Investment Management (Pty) Ltd
Exempted Micro Enterprise , Level 4 (65%-74.99%), BBBEE
Procurement Recognition Level of 100%
Harvard House Chartered Accountants
Exempted Micro Enterprise , Level 4 (65%-74.99%), BBBEE
Procurement Recognition Level of 100%
| :: Unit Trusts - disclaimer |
The unit trust portfolios are registered under the Metropolitan
Collective Investments Schemes license. Custodian: Standard Executors & Trustees:
Tel (021) 401-2286. Collective Investments are generally medium
to long term investments. The value of participating interests
may go down as well as up and past performance is not necessarily
a guide to the future. Collective Investments are traded at ruling
prices and can engage in script lending. Forward pricing is used.
Commission and incentives may be paid and if so, are included
in the overall cost. This fund may be closed to new investors.
Collective Investment prices are calculated on a Net Asset Value
basis and auditor's fees, bank charges, trustee and RSC levies
are levied against the portfolio. The portfolio manager may borrow
up to 10% of portfolio NAV to bridge insufficient liquidity.
Metropolitan Collective Investments is a member of the ACI and
is an authorised Financial Services Provider. Should you have
any further queries or complaints please contact: Metropolitan
Collective Investments Ltd Call Centre, Tel: 0860 100 279, Fax:
(021) 940 5885, PO Box 925 Bellville, 7535 Email: metunit@metropolitan.co.za.
If your complaint has not been resolved to your satisfaction,
kindly contact our Complaints Resolution Committee, Tel: (021)
940 5880, Fax: (021) 940 6205, Email: emoruck@metropolitan.co.za.
For your information, the FAIS ombudsman provides an independent
and objective advisory service. Should you not be satisfied with
the outcome of a complaint handled by Metropolitan, please write
to, The Ombudsman, PO Box 74571 , Lynnwoodridge, 0040. Telephone
(012) 470 9080/99. Fax (012) 348 3447.
Email: info@faisombud.co.za
Conflicts of Interest Policy [65kb]
|
