Kindly note that Ferdi Louw (ferdi@visionpw.co.za; Broker Code: PPS Risk 124374626, PPS Investments 106A26-05) has been:
authorised to obtain my/our PPS and PPS Retirement Annuity Information
appointed as my/our PPS advisor

I,  (Full names),

Acknowledge the following:

*Sound and proper financial advice can only be provided with full disclosure of relevant information relating to appropriate personal, including private information for the purposes of determining and advising on my/ our financial situation and financial product experience and objectives, in the process of acquiring, servicing or maintaining any financial products, including but not limited to any information relating to or interest in any long term insurance, unit trust or any other financial products or services, with any long term insurer, unit trust manager or other financial institution and

• My our interests shall be best served if information is made available to authorized financial service providers with a legitimate interest in receiving such information for those purposes

I/we accordingly confirm, for the purposes of providing the said sound and proper financial advice to me/us, that full permission and authority is granted to:

Ferdi Louw / Jessica Hector / Jade Hendricks / Deoni Mackenzie / Michelle van Wyk / Tersia Muller / Karen Snyders

to obtain any all such information via Astute (The Financial Services Exchange, trading as Astute), or any other institution providing a mechanism for the transmission of such information

And I/we confirm that such Authorized User shall be acting on my behalf or in my interest I We herewith give consent for the long term insurer, unit trust manager or other financial institution to release any such information to the said Authorised User via Astute, or any other institution and I/We waive any right to privacy only for the purposes as stated above

I/we further acknowledge that this consent to obtain information on my behalf will remain effective until cancelled by me us in writing

Full Name/s and Surname:

Maiden Surname:

ID nr.:

E-mail:

Tel Number:

Date:

I/We Subscribe to receive future correspondence from Vision Risk and Investment Consultants

STATUTORY DISCLOSURE

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 the privacy requirements as required by the Protection of Personal Information Act.

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

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.

We will ensure that anyone to whom we pass your personal information agrees to treat your information with the same level of protection as we are obliged to.

Correction of your information
You have the right to ask us to update, correct or delete your personal information. We will require a copy of your ID document to confirm your identity before
making changes to personal information we may hold about you. We would appreciate it if you would keep your personal information accurate.

Privacy Statement
Vision Risk and Investment Consultants (Pty) Ltd collects a variety of information that you provide directly to us. We process your information when necessary to
provide you with the Services that you have requested when accepting out Terms of Service, or when you obtained prior consent, or where we have a legitimate
interest to do so. For example, we may have a legitimate interest to process your information for security, testing, maintenance, and enhancement purposes of our
service, or for analytics, research, reporting purposes. Without your information, we cannot provide you with the Services you have requested, or you may limit in
your use of the Services.

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