Broker Appointment Letter

RFG WEALTH. authorised by RFG Capital (FSP number 51227), or any member of its staff to obtain any information on my behalf regarding my assurance and/or investment portfolio, and any of my employee or health services benefits, from any life office, retirement fund or other financial institution, or by using the services of The Financial Services Exchange (Pty Ltd., trading as Astute. I hereby give consent to any financial institution or employer in possession of information regarding my insurance investment- and employee or health services benefits portfolio to release that information upon request to the person who is in terms of this document entitled to request it, or to the authorised person via Astute. For this purpose I confirm that the authorised person is acting on my behalf and/or in my interest. I understand that this information will be collected and processed for the purpose of providing me with financial advice and intermediary services and will be retained as long as necessary to meet the requirements of the FAIS Act and other legislation. I also understand that my information may be shared with other service providers where required for this purpose.

It was explained to me, and I understand, that this consent may possibly have a restricting influence on my constitutional right to privacy.

I further request the financial institutions with whom RFG WEALTH has a sales agreement, to indicate the business on their records as my official care intermediary. I have been properly counselled on the consequences of this letter of appointment, which includes access to my Insurance product information. I realise that this appointment will not impact the payment of commission or intermediary fees. This appointment may be revoked by me in writing at any time.

Note: Any changes must please be initialled by the client.