COMPLIANCE
At Wealth and Legacy™ Group, we are committed to upholding the highest standards of compliance and governance as mandated by the regulatory framework for Financial Services Providers (FSPs) and Accountable Institutions in South Africa.
Our policies are designed to ensure full adherence to all applicable legislation, reflecting our dedication to transparency, integrity, and industry best practices.
Click on one of the links below to access the respective policies:
- Treating Customers Fairly and Conflict of Interest Statements
- Complaints ProcedureWLG-PAIA-Manual
- Website Usage Policy
- PAIA Manual
- POPI Policy
The following forms pertain to PAIA requests: