Clear boundaries protect clients and support good advice.
This page provides general website, privacy and professional-disclosure information. Final wording should be approved by the relevant compliance officer before publication.
General information
The content on this website is general information and does not constitute personal financial, legal, tax, accounting or investment advice. A recommendation can only be made after the required information has been obtained, the client's needs and circumstances have been analysed and the relevant disclosures have been provided.
Financial-services status
Hennie Venter provides regulated financial advice only within the scope of the applicable Old Mutual mandate, accreditation and approved processes. Old Mutual Life Assurance Company (South Africa) Limited is an authorised financial services provider, FSP 703. Confirm the final approved practice and representative wording with Old Mutual compliance before publishing.
Axion Fiduciary Solutions
Axion Fiduciary Solutions provides separately scoped fiduciary and trust-related services. Axion's services must not be represented as services for which Old Mutual accepts responsibility. Legal, tax and accounting matters must be delivered or approved by appropriately qualified and authorised professionals.
Privacy and POPIA
The website is designed as a static website and does not require user accounts or a database. The enquiry form prepares an email on the user's own device and does not itself store form data on the website. Information sent by email or WhatsApp is processed for responding to the enquiry, arranging appointments and providing requested services, subject to applicable privacy and record-keeping requirements.
- Do not submit identity documents, banking credentials, medical information or other highly sensitive material through the website form.
- Reasonable steps should be taken to protect personal information against loss, misuse and unauthorised access.
- Personal information should be retained only for lawful business, regulatory and service-delivery purposes.
- Requests regarding personal information may be directed to hennie@dfmutual.co.za.
Cookies and analytics
The supplied website code does not place advertising or tracking cookies. Should analytics, marketing pixels, embedded videos, booking systems or third-party forms be added later, the privacy notice and consent mechanism must be updated.
Performance and investment risk
Past performance is not a guarantee of future results. Investment values and income may rise or fall. Product terms, fees, taxation, liquidity and risk vary and must be considered in the client-specific recommendation and product documentation.
Copyright
Website text, branding and original materials may not be reproduced without permission, subject to the rights of any product provider or third-party owner whose approved material is used.