INVESTMENTS

PRODUCT NAME

ISIN

STRIKE DATE

INDICATIVE PRICE

STATUS

FACTSHEET

Barclays Triple Index 85-65 Memory Income Autocall May 2025 GBP

ISIN: XS3025602692

STRIKE DATE: 23/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	8,717.9700	10254.81
Eurostoxx 50	5,326.3100	6009.95
S&P 500	5,802.8200	7266.99

STRIKE DATE 23/05/2025
RETURN & BARRIERS
2.0325% Quarterly Memory Coupon if all above 85%, 100% Autocall Trigger from 12 Months, 65% European Barrier
P.A. RETURN 8.13% p.a.
ISIN XS3025602692
NEXT POTENTIAL MATURITY DATE 26/05/2026

Barclays 50-50 Memory Income Autocall May 2025

ISIN: XS2998361260

STRIKE DATE: 22/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
UniCredit SpA	57.2700	70.65
Commerzbank AG	26.6300	36.22
BBVA	13.6800	19.24
Morgan Stanley	126.2600	206.66

STRIKE DATE 22/05/2025
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 12 months) Autocall Trigger: 95% of initial level Memory Income Rate: USD: 3.55% Quarterly (14.20% p.a.) Income Trigger: 50% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 14.20% p.a.
ISIN XS2998361260
NEXT POTENTIAL MATURITY DATE 26/05/2026

FACTSHEET

BBVA 2 Year Banks Fixed Income May 2025

ISIN: XS3006600459

STRIKE DATE: 22/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Commerzbank AG	26.6300	36.22
UniCredit SpA	57.2700	70.65
Morgan Stanley	126.2600	206.66
Barclays	326.6500	445.8

STRIKE DATE 22/05/2025
RETURN & BARRIERS
Maximum Term: 2 years Investment Structure: Fixed Income Fixed Income Rate: GBP: 24.65% at Maturity Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN
ISIN XS3006600459
NEXT POTENTIAL MATURITY DATE 24/05/2027

FACTSHEET

Morgan Stanley 100% Capital Protected Autocall GBP June 2025

ISIN: XS3043292898

STRIKE DATE: 23/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Morgan Stanley
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE MIB	38,840.5100	50029.17
Nikkei 225	38,354.0900	64179.27
Russell 2000	2,132.6840	2835.462

STRIKE DATE 23/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Capital Protected Autocall Autocall Opportunities: Semi-Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP: 4.00% Semi-Annually (8.00% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN
ISIN XS3043292898
NEXT POTENTIAL MATURITY DATE 23/06/2028

Morgan Stanley 100% Capital Protected Autocall USD June 2025

ISIN: XS3043292971

STRIKE DATE: 23/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Morgan Stanley
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE MIB	38,840.5100	50029.17
Nikkei 225	38,354.0900	64179.27
Russell 2000	2,132.6840	2835.462

STRIKE DATE 23/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Capital Protected Autocall Autocall Opportunities: Semi-Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 4.00% Semi-Annually (8.00% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN
ISIN XS3043292971
NEXT POTENTIAL MATURITY DATE 23/06/2028

Barclays 60-60 Memory Income Autocall GBP June 2025

ISIN: XS3037359505

STRIKE DATE: 23/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
OMX Stockholm 30	2,424.0390	3054.043
FTSE MIB	38,840.5100	50029.17
Nikkei 225	38,354.0900	64179.27
Russell 2000	2,132.6840	2835.462

STRIKE DATE 23/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Semi-Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 3.50% Semi-Annual (7.00% p.a.) Income Trigger: 60% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.00% p.a.
ISIN XS3037359505
NEXT POTENTIAL MATURITY DATE 23/06/2026

Barclays 60-60 Memory Income Autocall USD June 2025

ISIN: XS3037359687

STRIKE DATE: 23/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
OMX Stockholm 30	2,424.0390	3054.043
FTSE MIB	38,840.5100	50029.17
Nikkei 225	38,354.0900	64179.27
Russell 2000	2,132.6840	2835.462

STRIKE DATE 23/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Semi-Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD: 3.60% Semi-Annual (7.20% p.a.) Income Trigger: 60% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.20% p.a.
ISIN XS3037359687
NEXT POTENTIAL MATURITY DATE 23/06/2026

BBVA 80-60 Memory Income Autocall GBP June 2025

ISIN: XS3006663887

STRIKE DATE: 20/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
OMX Stockholm 30		3054.043
FTSE MIB	39,231.3500	50029.17
Nikkei 225	38,403.2300	64179.27
Russell 2000	2,109.2670	2835.462

STRIKE DATE 20/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Semi-Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 3.95% Semi-Annual (7.90% p.a.) Income Trigger: 80% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.90% p.a.
ISIN XS3006663887
NEXT POTENTIAL MATURITY DATE 22/06/2026

BBVA 80-60 Memory Income Autocall USD June 2025

ISIN: XS3006663705

STRIKE DATE: 20/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
OMX Stockholm 30	2,424.0390	3054.043
FTSE MIB	39,231.3500	50029.17
Nikkei 225	38,403.2300	64179.27
Russell 2000	2,109.2670	2835.462

STRIKE DATE 20/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Semi-Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD: 4.25% Semi-Annual (8.50% p.a.) Income Trigger: 80% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.50% p.a.
ISIN XS3006663705
NEXT POTENTIAL MATURITY DATE 22/06/2026

BBVA Semi-Annual Classic Autocall GBP June 2025

ISIN: XS3006644820

STRIKE DATE: 16/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
SMI	12,090.8700	13463.33
Eurostoxx 50	5,339.5700	6009.95
Nikkei 225	38,311.3300	64179.27
S&P 500	6,033.1100	7266.99

STRIKE DATE 16/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 12 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP: 6.30% Semi-Annually (12.60% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 12.60% p.a.
ISIN XS3006644820
NEXT POTENTIAL MATURITY DATE 16/06/2026

BBVA Semi-Annual Classic Autocall USD June 2025

ISIN: XS3006645041

STRIKE DATE: 16/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
SMI	12,090.8700	13463.33
Eurostoxx 50	5,339.5700	6009.95
Nikkei 225	38,311.3300	64179.27
S&P 500	6,033.1100	7266.99

STRIKE DATE 16/06/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 12 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 7.25% Semi-Annually (14.50% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 14.50% p.a.
ISIN XS3006645041
NEXT POTENTIAL MATURITY DATE 16/06/2026

Barclays 75-60 Memory Income Autocall May 2025 USD

ISIN: XS2998087188

STRIKE DATE: 14/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	5,403.4400	6009.95
SMI	12,132.1900	13463.33
Nikkei 225	38,128.1300	64179.27
Russell 2000	2,083.8040	2835.462

STRIKE DATE 14/05/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD: 2.10% Quarterly (8.40% p.a.) Income Trigger: 75% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.40% p.a.
ISIN XS2998087188
NEXT POTENTIAL MATURITY DATE 15/05/2026

Barclays 75-60 Memory Income Autocall May 2025 GBP

ISIN: XS2998087345

STRIKE DATE: 14/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Barclays
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	5,403.4400	6009.95
SMI	12,132.1900	13463.33
Nikkei 225	38,128.1300	64179.27
Russell 2000	2,083.8040	2835.462

STRIKE DATE 14/05/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 2.0625% Quarterly (8.25% p.a.) Income Trigger: 75% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.25% p.a.
ISIN XS2998087345
NEXT POTENTIAL MATURITY DATE 15/05/2026

Société Générale US Tech Early Low Hurdle Autocall USD June 2025 – Factsheet on request

ISIN: XS3048693488

STRIKE DATE: 11/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Société Générale
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Oracle	176.3800	201.26
Intel	20.6800	107.04
Tesla Inc	326.4300	381.59
Nvidia Corporation	142.8300	200.42

STRIKE DATE 11/06/2025
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Defensive Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 90% of initial level with 50% Glider at month 12 Coupon Rate: USD: 5.50% Quarterly (22.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 22.00% p.a.
ISIN XS3048693488
NEXT POTENTIAL MATURITY DATE 11/12/2025

KEY INFORMATION DOCUMENT (KID)

Natixis 3 Year Triple Index Jun 2025 GBP

ISIN: XS2736718896

STRIKE DATE: 09/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Natixis
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	5,421.5200	6009.95
Russell 2000	2,144.4480	2835.462
Nikkei 225	38,088.5700	64179.27

STRIKE DATE 09/06/2025
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: GBP: 6.30% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2736718896
NEXT POTENTIAL MATURITY DATE 09/06/2028

Natixis 3 Year Triple Index Jun 2025 USD

ISIN: XS2736718623

STRIKE DATE: 09/06/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Natixis
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	5,421.5200	6009.95
Russell 2000	2,144.4480	2835.462
Nikkei 225	38,088.5700	64179.27

STRIKE DATE 09/06/2025
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: USD: 6.90% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2736718623
NEXT POTENTIAL MATURITY DATE 09/06/2028

Goldman Sachs Semi-Annual Classic Autocall May 2025 USD

ISIN: XS2890237717

STRIKE DATE: 07/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Goldman Sachs
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
SMI	12,113.7600	13463.33
FTSE MIB	38,319.8900	50029.17
Nikkei 225	36,779.6600	64179.27
Russell 2000	1,989.6610	2835.462

STRIKE DATE 07/05/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 12 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 9.60% Semi-Annually (19.20% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 19.20% p.a.
ISIN XS2890237717
NEXT POTENTIAL MATURITY DATE 07/05/2026

FACTSHEET

BBVA Capital Protected Memory Income Autocall May 2025 USD

ISIN: XS2958917341

STRIKE DATE: 07/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	8,559.3300	10254.81
Eurostoxx 50	5,230.1900	6009.95
Nikkei 225	36,779.6600	64179.27
S&P 500	5,631.2800	7266.99

STRIKE DATE 07/05/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 18 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD: 4.72% pa (paid quarterly) Income Trigger: 90% of initial level Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN
ISIN XS2958917341
NEXT POTENTIAL MATURITY DATE 09/11/2026

FACTSHEET

Natixis 3 Year Developed Indices Fixed Income April 2025 USD

ISIN: XS2736715363

STRIKE DATE: 25/04/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Natixis
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE MIB	37,348.3800	50029.17
Russell 2000	1,957.6160	2835.462
Nikkei 225	35,705.7400	64179.27

STRIKE DATE 25/04/2025
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: USD: 7.05% p.a. (Paid Semi-Annually) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2736715363
NEXT POTENTIAL MATURITY DATE 25/04/2028

UBS Triple Index Defensive Autocall EUR May 2025

ISIN: XS3065221593

STRIKE DATE: 30/05/2025

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY UBS AG
TYPE Note
CURRENCY EUR
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE MIB	40,087.4000	50029.17
S&P 500	5,911.6900	7266.99
HSI	23,289.7700	24407.96

STRIKE DATE 30/05/2025
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 12 months) Autocall Trigger: 95% of initial level Coupon Rate: EUR: 5.20% Semi-Annually (10.40% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 10.40% p.a.
ISIN XS3065221593
NEXT POTENTIAL MATURITY DATE 01/06/2026

EMAIL: enquiries@idad.com

DISCLAIMER

IDAD Limited, formed in 2002, has developed a reputation as a Structured Product powerhouse. Our approach is based on capital preservation first, with growth or income opportunities structured to suit different market conditions.

Terms and Conditions of use

This website constitutes a financial promotion and has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by IDAD Limited. IDAD Limited is authorised and regulated by the Financial Conduct Authority FCA FRN 740499. IDAD is a limited company registered in England and Wales number 4521366.

The purpose of this website is to inform Independent Financial Advisors (“IFAs”) and other professional intermediaries of the products and services offered by IDAD Limited. The information in this website should not be considered as an offer to purchase securities, and nothing stated within this website constitutes advice.

Neither this website nor any documents contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. The material contained within is purely for information purposes and its accuracy cannot be guaranteed. Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from the structured products are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements thereto) of the relevant product which includes information on certain risks associated with an investment.

By accessing this website you represent that you are permitted by the laws of your jurisdiction of residence to access this site and the information contained herein.

This website is not intended for residents of the United States as we are not authorised to sell our products and services in the USA.

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(2) I CONFIRM THAT I AM NOT A RESIDENT OF THE UNITED STATES AND UNDERSTAND (A) THAT THE INFORMATION THAT FOLLOWS IS ONLY BEING OFFERED TO AND IS ONLY INTENDED TO BE AVAILABLE TO PERSONS WHO ARE NOT RESIDENTS OF THE UNITED STATES AND (B) THAT IDAD LTD AND ITS AFFILIATES WILL RELY ON THE ACCURACY OF THIS INFORMATION

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KEY INFOMATION DISCLOSURES

AUTHORISED FINANCIAL SERVICES PROVIDER

IDAD Africa is an authorized financial services provider (FSP number 50937) in terms of Section 8 of the FAIS Act.

A copy of our license certificate is available on request.

FSP Name	IDAD Africa pty Ltd
Registration number	50937
Contact person	Emily Goldring
Email	Contact@idad.africa
Telephone number	+44 (0)1730 778117

COMPLIANCE OFFICER

Name	Masthead (Pty) Ltd
Telephone number	021 686 3588
Email address	info@masthead.co.za
Website	www.masthead.co.za

For a copy of our Statutory Disclosure Notice, please click here.

CONFLICT OF INTEREST MANAGEMENT POLICY

IDAD Africa has adopted and implemented a Conflict of Interest policy that complies with the provisions of the FAIS Act.

The Conflict of Interest policy is available by emailing contact@idad.africa.

COMPLAINTS PROCEDURE

Should you wish to pursue a complaint against a key individual or representative of IDAD Africa, you should address the complaint in writing to us at contact@idad.africa.

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 telephone number 0860 663 274 . 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 advisor.

TCF POLICY

Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Sector Conduct Authority to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSCA seriously, in particular, the requirement to treat customers fairly.

PRIVACY POLICY

IDAD Africa is committed to maintaining the privacy and security of its customers’ personal and private information. Our privacy policy outlines our practices and commitment to the customer and can be read Privacy Policy – IDAD.

PAIA MANUAL

This information manual provides an outline of the types of records held by IDAD Africa 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”). It is available by emailing contact@idad.africa

WEBSITE DISCLAIMER

Whilst every care is taken to ensure that the information on IDAD Africa website is current and accurate, please click Disclaimer – IDAD to read our full disclaimer notice.

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