User declaration
This serves to confirm that I/we, the undersigned, have appointed RightSure as my/our Brokers and Financial Advisers with immediate effect.
To enable RightSure to effectively perform the above functions, I/we grant RightSure and its authorised officials the authority to act on my/our behalf to transact on matters related to the mandate of this broker appointment. Kindly transfer my/our entire portfolio at your company to the RightSure broker code (where applicable) and give RightSure whatever access or assistance they may need regarding my/our portfolio.
OPTIONAL BROKER ADMINISTRATION FEE
I/We authorise the broker to charge a broker admin fee of R150.00 per month. The broker admin fee will enable the broker to assist me with the following non-standard advisory and intermediary services:
Register me/us as a member(s) of the solidarity fund to qualify for soft loans for premium and instalment emergencies;
Include me/us in the RightSure Participation Bonus Scheme (RPBS).
In the event of death, the amount in the RPBS Accumulation Account will be paid out as Funeral Benefit.
Provide ad hoc (per request) business advice, guidance, and strategies to reduce financial risks, eg, when purchasing a new vehicle.
Advise and assist with long-term asset replacement planning;
Guide me regarding administrative and regulatory compliance to qualify for government support;
I understand that I can cancel or alter the above option or cancel the entire Broker Agreement at any time by giving RightSure a written notice. Upon cancellation, RightSure will be released from any obligation under this Broker Mandate and if the Broker Admin Fee is cancelled, all the benefits under this option will lapse.
I/We, the undersigned, certify that the information provided above is true and correct to the best of my/our knowledge and the contents of this broker appointment have been fully and clearly explained to me/us.
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