SML - FinHub

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CLIENT CONSENT TO OBTAIN INFORMATION

I/we herewith give CONSENT to the Financial Service Provider and / or his / her / its authorised user(s) below to OBTAIN such information through Astute or from any other financial services provider:

Personal Information Processing Consent

We respect your privacy and are committed to protect and responsibly manage your personal information. The consequences of mishandling personal information can be severe and may lead to identity theft, loss of customer trust, regulatory fines, and reputational damage. It is therefore VERY IMPORTANT for us to protect all personal information we store for all people both in- and outside of our borders.

Important things to understand

- We may and will only keep the personal information for the time required to achieve the purpose it was intended for.
- We may only use personal information for the purpose of its collection. We may not use it for unrelated new purposes.
- If we require the information for a new purpose, we must disclose that to all our affected customers and obtain consent where necessary

Authorisation to obtain and process your information

To comply with the Protection of Personal Information (POPI) Act, we require your consent and authorisation to process your personal information, which we collect and process to enable us to provide the services, assistance and/or product solutions you may require.

I authorise and give Finhub Life and Invest 1 and Finhub Risk Management, and/or his/her/its representatives and/or relevant operators permission to process my personal information for the purposes mentioned in this document or otherwise allowed for or required by law

* Mandatory to offer services

Authorisation to share your information with important third-party service providers

There will be times when we may need to share your personal information with third-party service providers and/or operators (e.g. insurance companies, investment companies, our auditors, etc.) who will be involved in the delivery of products or services to you or us, in support of our service offerings to you and/or your business.

I authorise and give Finhub Life and Invest 1 and Finhub Risk Management, and/or his/her/its representatives and/or relevant operators permission to transfer my personal information to a third party in South Africa or a foreign country, only for the purposes mentioned in this document

* Mandatory to offer services

Authorisation to offer you additional services and support

We respect your privacy and are committed to protect and responsibly manage your personal information. In doing so we will not provide any of our clients’ information to third parties to market their products/service to you. To offer you the best possible experience and support our business may offer additional services and products to you and/or your business.

I authorise that Finhub Life and Invest 1 and Finhub Risk Management , and/or his/her/its representatives may contact me from time to time to offer additional services or solutions to me

* Optional

Title

Full Name(s)

Preferred Name

Surname

Previous Surname

ID Number

Gender

Cell

Relationship Status

Do you have a dependant?
Yes

No

CLIENT CONSENT TO OBTAIN INFORMATION

In order to prepare for our meeting, we have to request information from the various product providers (e.g. insurance-, investment companies, etc.) where you currently have contracts. To do this, we must have your authorisation by you signing the AUTHORISATION agreement to follow.

Very Important

- You are not appointing us as your intermediary / advisor on record with these product providers. This is only the AUTHORISATON consent.
- After our initial meeting, called the CHEMISTRY meeting, should you wish to continue with the relationship and would like to appoint us as your advisor going forward then we will offer you a similar form to complete called the APPOINTMENT agreement.

Our SIMPLIFY MY LIFE online software will be generating an AUTHORISATION consent that will be signed electronically by following the following 5 easy steps :

Tell us where you will be signing the Consent form and on what date:

Signed at on

Please confirm the cell phone number where you will be receiving the link to signed

Your cell number

1 Complete the form below

CLIENT CONSENT TO OBTAIN INFORMATION

Personal Information Processing Consent

Important things to understand

Authorisation to obtain and process your information

Authorisation to share your information with important third-party service providers

Authorisation to offer you additional services and support

Add your Spouse/s or Life Partner/s

Do you have a dependant?
Yes

No

Which of the following services would you like us to offer to you:

Where are you currently invested and/or insured?

Please select the relevant company(ies) you are currently invested/insured with:

1 Complete the form below

CLIENT CONSENT TO OBTAIN INFORMATION

Very Important

1 Complete the form below

CLIENT CONSENT TO OBTAIN INFORMATION

Personal Information Processing Consent

Important things to understand

Authorisation to obtain and process your information

Authorisation to share your information with important third-party service providers

Authorisation to offer you additional services and support

Add your Spouse/s or Life Partner/s

Do you have a dependant? Yes No

Which of the following services would you like us to offer to you:

Where are you currently invested and/or insured?

Please select the relevant company(ies) you are currently invested/insured with:

1 Complete the form below

CLIENT CONSENT TO OBTAIN INFORMATION

Very Important

Do you have a dependant?
Yes

No