Contact Person / Information Officer
Information Officer: Walter Tullis
Tel: 013 690 1600 / 083 627 7890
Email: tulliswt@iafrica.com
Physical Address: 3D Bureau du Paul, 9 Corridor Crescent, Route N4 Business Park, Ben Fleur x 11, Emalahleni, 1034.
Complaints Management Framework and Policy
Should you wish to pursue a complaint against a key individual or representative of Walter Tullis & Associates, you should address the complaint in writing to us at tulliswt@iafrica.com.
You can also request a copy of the FSP’s Complaints Management Policy from this email address.
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 Share Call number 012 762 5000 or https://www.faisombud.co.za/how-to-complain/ 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 adviser.
Treating Customers Fairly
Treating Customers Fairly, or TCF, is a set of principles introduced by the Financial Sector Conduct Authority (FSCA) to aid and underpin existing financial services legislation aimed at the protection of consumers and clients.
Walter Tullis & Associates values its relationship with its clients and acknowledges that without any clients it would not have a business. The TCF principles are embedded in the culture of the FSP and it continuously strives to enhance the quality of its service offering to clients and through its interaction with contracted product suppliers.
Privacy & POPIA
Walter Tullis & Associates respects your privacy and is committed to protecting the personal information in its possession. Personal information is processed in accordance with the Protection of Personal Information Act 4 of 2013, also known as POPIA.
Our Website Privacy Policy explains how personal information is collected and processed when using this website. Our POPIA Privacy Statement provides further information on how Walter Tullis & Associates may use personal and special personal information provided by clients or collected from third parties.
PAIA Manual and Forms
This information manual provides an outline of the types of records held by Walter Tullis & Associates 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”).
Use this link to access the Guides developed by the Information Regulator in each of the 11 official languages, to assist a person on how to access his/her personal information: https://inforegulator.org.za/paia-guidelines/
Website Disclaimer
The information provided on this website is for general information purposes only and does not constitute personal financial advice. Financial advice should be based on a proper assessment of your personal circumstances, needs and objectives. Please contact a qualified financial advisor before making financial decisions based on the information on this website.
Further Information
This page provides access to important legal, compliance and disclosure information relating to Walter Tullis & Associates CC. For further information or to request copies of applicable policies, please contact us at tulliswt@iafrica.com