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Serious about 

your Privacy


This document illustrates the Privacy Policy for this Website,


Personal Information

The privacy policy illustrates how Finzo Financial Services (Pty) Ltd protects the information that is provided to it by its users. Finzo Financial Services (Pty) Ltd will not sell or rent its user’s personal identifiable information to third parties.


Sharing of Information

Finzo Financial Services (Pty) Ltd may send personal identifiable information about its users to other companies or third parties should there be a need to share the user’s information in order to provide the product or service the user has requested. Furthermore, the only information Finzo Financial Services (Pty) Ltd will ever disclose to third parties is aggregate information about its users. Aggregate information will not identify the website’s users and will only identify the user’s population in general terms.


Electronic Communications

The user consents to the website’s agreements, notices and disclosures by visiting the website and receiving electronic information or communication by electronic means and this indicates that any legal requirements has been satisfied.


Changing of Information

Finzo Financial Services (Pty) Ltd reserves the right to change the Privacy Policy on an ad hoc basis at its sole discretion.


Finzo Financial Services (Pty) Ltd is not responsible for the content or privacy practices of non- Finzo Financial Services (Pty) Ltd FSP websites to which it refers.


Contact information

Should you not be satisfied with the information or should any information be found to be untrue or incorrect, please notify Finzo Financial Services (Pty) Ltd on the following email address:



Finzo Financial Services (Pty) has, and will continue to take reasonable care to ensure that all information, in so far as this is under its control, provided on this website is true and correct.


Finzo Financial Services (Pty) shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website.


There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.


Links to other sites

Our website contains links to other sites. Please be aware that Finzo Financial Services (Pty) is not responsible for the privacy practices of such other sites. We encourage users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by this website.



Finzo Financial Services (Pty) Ltd is an authorized financial services provider (FSP number 50595) in terms of Section 8 of the FAIS Act.


To request a copy of our license or Legislated Disclosure Notice, contact:

FSP Name: Finzo Financial Services (Pty) Ltd

FSP Number: 50595

Contact Person: Andre Botha

Email Address:

Contact Number: +2781 392 7453



This information manual provides an outline of the types of records held by Finzo Financial Services (Pty) Ltd and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”).  

The PAIA Manual is published on our website, click here to read it. 



Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Services Board to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSB seriously, in particular, the requirement to treat customers fairly.


The TCF policy is published on our website, click here to read it. 



Finzo Financial Services (Pty) Ltd has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.

The Conflict of Interest Management policy is published on our website, click here to read it. 



Should you wish to pursue a complaint against a key individual or representative of Finzo Financial Services (Pty) Ltd, you should address the complaint in writing to us at email address: or

Complaints that are not sufficiently resolved internally, can be taken up with:

- Masthead (Pty) Ltd, Our external compliance officers.

(012) 424 3400 | Building 6, Ground Floor, Matroosbergweg, Ashlae Gardens, Pretoria, 0081

- The FAIS Ombud, an independent and impartial dispute tribunal which investigates, considers and dispose complaints.

(012) 470 9080 | Kasteel Park Office Park, Orange Building, 2nd Floor, 546 Jochemus St, Erasmuskloof, Pretoria, 0048


Compliance Officer: Masthead (Pty) Ltd

Contact Number: 021 686 3588

Email Address:


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