Legislation
Below follows a list of laws and acts applicable to the Financial Advisory sector.
Internal Policies
Should you wish to pursue a complaint
against a key individual or representative of Oakfield Wealth Management, you should address the complaint in
writing to us at gerald@oakfieldwealth.co.za.
If you cannot settle your complaint with
us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za 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.
Oakfield Wealth Management is committed to maintaining the
privacy and security of its customers' personal and private information.
Our privacy policy outlines our practices and
commitment to the customer and can be read here.
Oakfield Wealth Management 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.
You can also email us to obtain a copy of it.
Cookie Policy for Oakfield Wealth Management
What Are Cookies
As is common practice with almost all professional websites this site uses cookies, which are tiny files that are downloaded to your computer, to improve your experience. This page describes what information they gather, how we use it and why we sometimes need to store these cookies. We will also share how you can prevent these cookies from being stored however this may downgrade or 'break' certain elements of the sites functionality.
How We Use Cookies
We use cookies for a variety of reasons detailed below. Unfortunately in most cases there are no industry standard options for disabling cookies without completely disabling the functionality and features they add to this site. It is recommended that you leave on all cookies if you are not sure whether you need them or not in case they are used to provide a service that you use.
Disabling Cookies
You can prevent the setting of cookies by adjusting the settings on your browser (see your browser Help for how to do this). Be aware that disabling cookies will affect the functionality of this and many other websites that you visit. Disabling cookies will usually result in also disabling certain functionality and features of the this site. Therefore it is recommended that you do not disable cookies. This Cookies Policy was created with the help of the Cookies Policy Generator from CookiePolicyGenerator.com.
The Cookies We Set
1. Email newsletters related cookies
This site offers newsletter or email subscription services and cookies may be used to remember if you are already registered and whether to show certain notifications which might only be valid to subscribed/unsubscribed users.
2. Forms related cookies
When you submit data to through a form such as those found on contact pages or comment forms cookies may be set to remember your user details for future correspondence.
3. Third Party Cookies
In some special cases we also use cookies provided by trusted third parties. The following section details which third party cookies you might encounter through this site.
This site uses Google Analytics which is one of the most widespread and trusted analytics solution on the web for helping us to understand how you use the site and ways that we can improve your experience. These cookies may track things such as how long you spend on the site and the pages that you visit so we can continue to produce engaging content.
For more information on Google Analytics cookies, see the official Google Analytics page.
Third party analytics are used to track and measure usage of this site so that we can continue to produce engaging content. These cookies may track things such as how long you spend on the site or pages you visit which helps us to understand how we can improve the site for you.
From time to time we test new features and make subtle changes to the way that the site is delivered. When we are still testing new features these cookies may be used to ensure that you receive a consistent experience whilst on the site whilst ensuring we understand which optimisations our users appreciate the most.
We also use social media buttons and/or plugins on this site that allow you to connect with your social network in various ways. For these to work the following social media sites including; Facebook, Instagram, Twitter, LinkedIn, will set cookies through our site which may be used to enhance your profile on their site or contribute to the data they hold for various purposes outlined in their respective privacy policies.
More Information
Hopefully that has clarified things for you and as was previously mentioned if there is something that you aren't sure whether you need or not it's usually safer to leave cookies enabled in case it does interact with one of the features you use on our site.
For more general information on cookies, please read "What Are Cookies".
However if you are still looking for more information then you can contact us through one of our preferred contact methods:
• Email: gerald@oakfieldwealth.co.za
View our PAIA Manual here.
Authorised Financial
Services Provider
FSP Name: Oakfield Wealth Management
Registration number: 2017/256765/07/
Contact person: Gerald Thompson
Email: gerald@oakfieldwealth.co.za
Telephone number: 021 975 7174
Compliance
Officer
Telephone number: 021 686 3588
Email address: info@masthead.co.za
Website: www.masthead.co.za
Blog Sign-Up