OAKES FINANCIAL COMPLIANCE

"From a small seed grows the mighty oak"

Client Zone

Please select the appropriate monitoring checklist:

1. Investments

2. Endowments

3. Retirement Annuity

4. Life Cover

5. Short-term Personal

6. Short-term Commercial


Please select the appropriate declaration:

1. Financial Soundness

2. Fit and Proper

3. Operational Ability


Compliance documents:

1. Conflict of interest policy

2. 

 

 

 

Office hours

09H00 - 17h00

 

E-mail 

marielize@oakesconsult.com