Notification of Change of Broker - Important Email Correspondence from Navin Ramkissoon and Hausberger Financial Services
Monday, July 30, 2018
Dear Penny,
You will soon receive a notification from Discovery advising you that the broker on your policy has been changed over to Mr Hilton Hausberger of Hausberger Financial Services.
Please note that this is a procedural change that comes into effect from 01.07.2018 and the reason behind the change is the following:
- I am taking a study sabbatical to bring my licence (as a broker) up-to-date with the current requirements set out by Hausberger Financial Services, Discovery Holding and the Financial Services Board.
- My wife and I are also expecting our first child this month, marking a period of significant change in my life! I plan to use the next six months to adapt to the big changes!
What does this mean for you as my client?
- Firstly, there is absolutely no material change, whatsoever, to the policies you hold with Discovery Life, Discovery Invest, Discovery Insure, Discovery Health and Discovery Group Life and Employee Benefits.
- I will still be available whenever you need me to meet with you for any servicing and administrative queries or ongoing review.
- I will still be available to receive calls, emails and messages regarding your financial planning and policies.
In effect, all that changes is the name of your Advisor, that being Hilton Hausberger.
Please do not hesitate to contact me should require any further clarification or information.
As an employee of Hausberger Financial Services, I will always be available to provide you with the ongoing service you already enjoy.
I want to take this opportunity to wish you the very best for the future and thank you for your ongoing support.
Let us continue to work together to build your future!
Kind Regards,
Navin Ramkissoon
Financial Advisor at
Hausberger Financial Services (Pty) Ltd | A Juristic Representative of Discovery Life | FSB Licence Number: 18147
083 288 6072
Tel: 011 465 3539 | Fax: 011 465 0483 | Email: navin@hausbergerfs.co.za
Longpoint Office Park, 2nd Floor East, Corner Monte Casino Boulevard & Witkoppen Road, Fourways | P O Box 35945, Northcliff, 2115
posted by Penny Kimberley at 2:09 AM
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