Accatax Services (Pty) Ltd is an Authorised Financial Services Provider (FSP Number 12224) in terms of Section 8 of the FAIS Act.
A copy of our certificate is available on request.
|FSP Name||Accatax Services (PTY) LTD|
|Contact person||Annette van der Westhuizen|
|Name||Masthead (Pty) Ltd|
|Telephone number||021 686 3588|
For a copy of our Statutory Disclosure Notice, please click here.
FPI Number: 100773
Tax Practitioner Number: Available on Request
Financial Service Board Number: 12224
Accatax Services was formed in 1998, by owner Estelle van Wyk. CFP®
Estelle, who has over 35 years in the financial services industry, has grown the company client base strictly through referrals from satisfied clients.
Our Financial Process
Our Product is a Personal Financial Plan which enables a 6 point process:
Accatax Services (Pty) Ltd has adopted and implemented a Conflict of Interest Management policy that complies with the provisions of the FAIS Act.
This information manual provides an outline of the types of records held by Accatax 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”).
It can be read here.
Should you wish to pursue a complaint against a key individual or representative of Accatax Services (Pty) Ltd, you should address the complaint in writing to us at firstname.lastname@example.org. If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at email@example.com or telephone number 0860 324 766. The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.
Whilst every care is taken to ensure that the information on the Accatax Services (Pty) Ltd website is current and accurate, please click here to read our full disclaimer notice.
Our Treating Customers Fairly policy is centred 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.