Terms and Conditions

Disclosure Notice: Voucher Giveaway Program

Dear Valued Client,

As part of our ongoing efforts to encourage and reward your engagement with our resources (the website), we are pleased to introduce a voucher giveaway program. This disclosure provides important information about the program and ensures transparency in accordance with our Conflict-of-Interest Management Policy.

Program Details

  • Nature of Giveaway: Clients are eligible to win a voucher from Woolworths to the value of R1,000.
  • Purpose: The voucher is offered as a token of appreciation for your participation and engagement with the resources on our website. This program is designed to enhance your experience and is not linked to the purchase of any financial products or services.

Voucher Eligibility

  • Your private client membership is required to be active and premiums up-to-date.
  • You need to provide the correct answer to us via email to qualify.
  • The correct answer would need to be mailed to communication@optivest.co.za.
  • The closing date for the competition is 21 August 2024.
  • The winner will be contacted on 22 August 2024 for delivery of the voucher.
  • The selection process is final, and no correspondence will be entered into.
  • The voucher is not transferrable and cannot be exchanged for cash.
  • By participating, entrants agree to be bound by these terms and conditions.

Compliance with Regulations

In line with the FAIS Act and our internal Conflict-of-Interest Management Policy, we make the following disclosures:

  1. No Influence on Advice: The provision of these vouchers is not intended to influence your decisions regarding financial products or services. We remain committed to offering unbiased and objective financial advice.
  2. Transparency and Fairness: The criteria for receiving a voucher are based solely on your engagement with our resources.
  3. Conflict of Interest Management: We take all necessary measures to avoid and mitigate any potential conflicts of interest. The voucher giveaway program is designed to align with our duty to act in your best interests.

Further Information

If you have any questions or require further clarification about this disclosure or the voucher giveaway program, please do not hesitate to contact us. We are committed to maintaining the highest standards of integrity and transparency in all our interactions with you.

Thank you for your continued trust and engagement.

Optivest Health Services

 

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