SWL CLIENT CONSENT TO OBTAIN INFORMATION

Please allow for a few minutes to receive verification email code.

I (Full Names & Surname)

With the Identity number:

In my personal capacity or, where applicable, in a representative capacity for and on behalf of:

(State if not applicable)

Acknowledge the following:

Sound and proper financial advice can only be provided with full disclosure of relevant information relating toappropriate personal, including private, information for the purposes of determining and advising on my / ourfinancial situation and financial product experience and objectives, in the process of acquiring, servicing ormaintaining any financial products, including but not limited to any information relating to or interest in any long-term insurance, unit trust or any other financial products or services including short-term personal and/or commercial insurance, with any insurer, unit trust manager or other financial institution;
My/our interests shall be best served if that information is made available to authorised financial service providers with a legitimate interest in receiving such information for those purposes.

I / we accordingly confirm, for the purposes of providing the said sound and proper financial advice to me/ us, that full permission and authority is granted to:

From SWL Financial Services CC (FSP 34914) to obtain any and all such information from:

I / We confirm that full permission and authority is granted to SWL Financial Services CC and all relevant third parties and product providers to obtain, process, share and store the following information with regards to my:

Personal Short-Term Insurance
Commercial Short-Term Insurance

I / We further acknowledge that this consent to obtain information on my behalf will remain effective until cancelled by me / us in writing.

Thus, done and signed at

on (date)

SIGNATURE OF CLIENT

SWL FINANCIAL SERVICES – Licensed Financial Services Provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 2002. (Act No 37 OF 2002) (Licence Number 34914)

Please verify your email to continue

Client Consent to Obtain Information