HYDE PARK FINANCIAL ADVISOR

Miss IVONE DOS SANTOS
Miss Ivone dos Santos
MEMBER SINCE 2011
Firm Sanlam
Suburb Hyde Park
Address Sanlam Office Park, Block B, Ground Floor, Dunkeld West, Hyde Park, 2196
See Map
GPS -26.122381, 28.031825
FSP Licence 00421340
Languages English (in order of proficiency)
Email
Tel
Cel 082 780 9793
Fax 0866 311 322
Website www.sanlam.co.za
Qualifications

Qualifications and experience

Sanlam

  • Assurance Advice
  • Investment Advice
  • Business Assurance
  • Estate Planning
  • Employee benefits

Formal Qualifications

1st Level Regulatory Exam for Representatives (RE5)

South African Revenue Services

  • Inividual Tax Returns
  • Company Tax Returns
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Group Schemes

FOCUS

Tax Returns and Cobalt for Professionals and Business owners

OTHER SERVICES

Individual Tax Returns; Personal and Business Analysis

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Altrisk
Companies through which more than 30% of income is derived:
Sanlam

EXPERIENCE

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R10000.00
Recurring monthly: R400.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS
The eFiling deadline for salaried employees in South Africa, is

22 November 2013.
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS