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Website Disclaimer

The information on this site is intended to be useful and informative for clients of Veritas Wealth Management and its subsidiaries. Veritas Wealth Management will use reasonable care to ensure that information is accurate at the time it is added to the site. However, please note that Veritas Wealth Management cannot guarantee that the information is accurate and it shall not be liable for any losses or damage that anyone may suffer as a result of relying on this information.

The information may be changed by Veritas Wealth Management at any time. Veritas Wealth Management assumes no responsibility for the contents of any other websites to which the Veritas Wealth Management website has links. The copyright in this website belongs to Veritas Wealth Management © Veritas Wealth Management 2024. All other intellectual property rights are reserved.


By using the Site, you are accepting the terms of this statement and you accept that we have implemented Google Analytics Demographics and Interest Reporting which means we may collect information about your experiences as you use this site. This is done through the use of ‘cookies’.

What is a Cookie?

Cookies are basic text files consisting of encrypted information that is stored on your device (computer, mobile phone, tablet or other) by our web server when you visit our website. The cookie is sent back to our web server each time you visit our website. Each cookie contains completely anonymous information such as a unique identifier and the website name. They do not collect any personal information about you or your machine and cannot gather data or information about what you do on the Internet. Cookies merely enable us to provide a more valuable online experience to you by remembering things like your personal preferences or which products or services you prefer.

Our website utilises cookies to determine aggregate usage behaviour (time on the site, number of pages viewed, etc) through web analytics tools like Google Analytics. We use this information to monitor which areas of the site are most frequently visited in order to assist us in continuing to develop our services.

You can set up your Internet browser to disable cookie technology should you wish to.

Complaints Procedure

Click here to download the Complaints Procedure

Conflicts of Interest Management Policy

Click here to download the Conflicts of Interest Management Policy

TCF Policy Statement

Click here to download the TCF Policy Statement


Click here to download the PAIA & POPIA Manual

Privacy Statement

Click here to download the Privacy Statement

Email Disclaimer

The information in our email correspondence is confidential and may contain privileged or copyright information. You may not present the information in the correspondence to another party without consent from the sender. If you received the email in error, please delete it and inform the sender. We forbid any unauthorised use, change, disclosure or sending of the contents of the email (including its attachments), whether in part or as a whole, unless consented to in writing by the sender, as it may be unlawful.
The email is not a binding agreement and does not conclude an agreement without the express confirmation by the sender’s superior or a director of the Company.

The Company does not certify that this email is free of viruses or defects.

The Company does not consent to its employees sending un-asked for emails which contravene the law. In the event that you feel the email is such please notify the Company in order for the appropriate corrective action to be taken.

Any views or opinions presented in the email are solely those of the author and do not necessarily represent those of the Company. Any actions taken on the basis of the email are at the reader’s own risk.

The sender of the email is expressly required not to make any defamatory statements. Any such communication is contrary to company policy and outside the scope of the employment of the individual concerned. The Company will not accept any liability in respect of such communication, and the employee responsible will be personally liable for any damages or other liability arising.

Privacy Notice

At Veritas Wealth we are committed to protecting your privacy and to ensure that your personal information is collected and used properly, lawfully and transparently in compliance with the Protection of Personal Information Act (“POPI”).

The type of Information we collect will depend on the purpose for which the personal information is collected and used.

Veritas Wealth will collect the necessary Information from you for various purposes, including the following:

  • rendering suitable services for financial services (including the rendering of advice and intermediary services) and administrative services;
  • improving services and product offerings;
  • providing information and resources most relevant;
  • appointing suitable individuals/companies to provide financial services/products;
  • ensuring compliance with legislation that requires specific information to be collected.

We have a duty to take all reasonably practicable steps to ensure your personal information is complete, accurate, not misleading and updated on a regular basis. To enable this, we will always try to obtain personal information from you directly, and we shall appreciate it if you would keep your personal information up to date and accurate.

We will also use your personal information to comply with legal and regulatory requirements or industry codes to which we subscribe or which apply to us.

We may also process your information, including personal and special personal information, to conduct sanction screening against all mandatory and non-mandatory sanctions lists, and we may communicate such personal information to local and international Regulatory Bodies.

Disclosure of Information

We may disclose your personal information to our service providers who are involved in the delivery of products or services to you. We have agreements in place to ensure that they comply with these privacy terms.
We may share your personal information with:

  • Third parties for the purposes listed above.
  • Other insurers, as listed above, to prevent fraudulent claims.
  • Other third parties, as listed above, from whom you have chosen to receive marketing information.

We may also disclose your information:

  • Where we have a duty or a right to disclose in terms of law or industry codes; or
  • Where we believe it is necessary to protect our rights.

Information Security

We are legally obliged to provide adequate protection for the personal information we hold and to stop unauthorised access and use of personal information. We will, on an ongoing basis, continue to review our security controls and related processes to ensure that your
personal information is secure.

Our security policies and procedures cover:

  • Physical security
  • Computer and network security;
  • Access to personal information
  • Secure communications
  • Security in contracting out activities or functions
  • Retention and disposal of information
  • Acceptable usage of personal information
  • Governance and regulatory issues
  • Monitoring access and usage of personal information
  • Investigating and reacting to security incidents

When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them to ensure that personal information that we remain responsible for, is kept secure.

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