Passionate about protecting our clients


We, at Consult, are committed to a transparent governance process, providing our clients with a high degree of confidence that the company is being managed in compliance with industry best practice. We are committed to protecting our clients’ privacy and take stringent measures to ensure that any personal information collected by us is used lawfully and transparently. Outlined on this page are the processes implemented by us.
Treating customers fairly Client centricity is at the core of everything we do here at Consult. We feel so passionately about it that we’ve created a Consult Treating Customers Fairly policy. We aim to provide our clients with sufficient information to enable them to make informed decisions. Outlined below are the processes implemented by us, as an authorised financial services provider (FSP) license 5503, and our financial advisers - who act as our representatives.
You have the right to complain if you feel that the advice or services provided by any of our financial advisers was not appropriate. Download and complete the Consult Complaint form and email the completed form to [email protected] to submit your complaint. If we are not able to resolve your complaint within six weeks, from the date when we received it, you will be advised to contact the Ombud for Financial Services. For your convenience, their contact details are:
Postal address: PO Box 74571, Lynnwood Ridge, 0040
Tel: 0860 324 766 or (012) 470 9080/99
Fax: 012 348 3447
Should your complaint be related to a product and not to advice or services, which you’ve received from us, you will need to contact the applicable product provider and/or the appropriate ombud, or regulator, responsible for that particular product.

Click here to access Consult’s Complaints Management Process
Conflict of interest We strive to avoid any conflict of interest. Where situations occur that could negatively affect our clients, we disclose and manage those in line with our Consult Conflict of interest policy. 
Legal disclosures Your financial adviser will be able to provide you with the disclosures that we are required to make as a FSP under the Financial Advisory and Intermediary Services (FAIS) Act as well as an introductory document, which will disclose information relevant to your financial adviser.
Risk Management and Compliance Programme (RMCP) We need to identify our clients in accordance with the Financial Intelligence Centre Amendment Act (FICAA). The processes followed to conduct due diligence on our clients, are contained in the RMCP
Contact the Consult compliance office at [email protected].

Access to information It is your constitutional right to have access to information in records held by public or private bodies. The conditions, under which information is to be disclosed and/or denied, is clearly listed in The Promotion of Access to Information Act, No 2 of 2000 (PAIA). As a subsidiary of Momentum Metropolitan Holdings, Consult adheres to the process as described in the Momentum Metropolitan Holdings PAIA manual.
Privacy Policy Our Privacy Policy governs the way Momentum Metropolitan treats your personal information, collected electronically when you use our website, to apply online for certain products and services, contact us electronically or register for one of the services we offer on the website. If you have any questions about this notice or Momentum Metropolitan’s treatment of your personal information, please address an email to [email protected].
Protection of Personal Information Act 4 of 2013 (POPI)
In terms of the Protection of Personal Information Act 4 of 2013 (POPI), a client has the right to complain to Consult about the way their personal information is used. Please complete the relevant form:

Contact details

Ombudsman for long-term insurance
Private Bag X45, Claremont, 7735
Call centre: 0860 103 236
Tel: 021 657 5000
Fax: 021 674 0951

The Financial Sector Conduct Authority (FSCA)
PO Box 35655, Menlo Park, 0102
Tel: 0800 110 443/0800 202 087/012 428 8000
Fax: 012 347 0870

Ombudsman for Banking Services
PO Box 87056, Houghton, 2041
Tel: 011 712 1800
Fax: 011 483 3212

The National Credit Regulator (NCR)
127 15th Road, Randjespark, Midrand
Call centre: 0860 627 627
Fax: 011 805 4905

Pension Funds Adjudicator
PO Box 580, Menlyn, 0063
Tel: 012 346 1738/012 748 4000
Fax: 086 693 7472

The Registrar of Council for Medical Schemes
Private Bag X34, Hatfield, 0028
Tel: 012 431 0500
Fax: 012 430 7644

The Credit Ombud
PO Box 805, Pinegowrie, 2123
Call centre: 0681 662 837