INVESTMENTS

PRODUCT NAME

ISIN

STRIKE DATE

INDICATIVE PRICE

STATUS

FACTSHEET

BBVA Developed Indices Classic Autocall March 2024 USD

ISIN: XS2720292965

STRIKE DATE: 28/03/2024

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	7,952.6200	10254.81
Eurostoxx 50	5,083.4200	6009.95
Nikkei 225	40,168.0700	64179.27
Nasdaq 100	18,254.6900	28508.03

STRIKE DATE 28/03/2024
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: 5.77% Semi-Annually (11.54% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 11.54% p.a.
ISIN XS2720292965
NEXT POTENTIAL MATURITY DATE 29/09/2025

FACTSHEET

BBVA Global Markets Classic Autocall Mar 2024 USD

ISIN: XS2720293005

STRIKE DATE: 28/03/2024

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	11,730.4300	13463.33
FTSE MIB	34,750.3500	50029.17
TOPIX	2,750.8100	3847.6
KOSPI 200	373.2200	1227.12

STRIKE DATE 28/03/2024
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: 7.41% Semi-Annually (14.82% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 55% Final level (European style)
P.A. RETURN 14.82% p.a.
ISIN XS2720293005
NEXT POTENTIAL MATURITY DATE 29/09/2025

FACTSHEET

UBS Global Markets Classic Autocall Mar 2024 USD

ISIN: XS2793131603

STRIKE DATE: 28/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY UBS
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
SMI	11,730.4300	13463.33
FTSE MIB	34,750.3500	50029.17
TOPIX	2,750.8100	3847.6
KOSPI 200	373.2200	1227.12

STRIKE DATE 28/03/2024
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: 7.10% Semi-Annually (14.20% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 55% Final level (European style)
P.A. RETURN 14.20% p.a.
ISIN XS2793131603
NEXT POTENTIAL MATURITY DATE 29/09/2025

FACTSHEET

BBVA Semi-Annual Classic Autocall GBP Apr 2024

ISIN: XS2720314017

STRIKE DATE: 30/04/2024

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	11,260.9100	13463.33
Eurostoxx 50	4,921.2200	6009.95
Nikkei 225	38,405.6600	64179.27
S&P 500	5,035.6900	7266.99

STRIKE DATE 30/04/2024
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: 4.875% Semi-Annually (9.75% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 9.75% p.a.
ISIN XS2720314017
NEXT POTENTIAL MATURITY DATE 30/10/2025

BBVA Semi-Annual Classic Autocall USD Apr 2024

ISIN: XS2720314108

STRIKE DATE: 30/04/2024

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	11,260.9100	13463.33
Eurostoxx 50	4,921.2200	6009.95
Nikkei 225	38,405.6600	64179.27
S&P 500	5,035.6900	7266.99

STRIKE DATE 30/04/2024
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: 6.10% Semi-Annually (12.20% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 12.20% p.a.
ISIN XS2720314108
NEXT POTENTIAL MATURITY DATE 30/10/2025

Barclays 100% Capital Protected USD Apr 2024

ISIN: XS2742917375

STRIKE DATE: 26/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	37,934.7600	64179.27
HSI	17,651.1500	24407.96
OMX Stockholm 30	2,557.6950	3054.043

STRIKE DATE 26/04/2024
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 4.15% Semi-Annually
P.A. RETURN
ISIN XS2742917375
NEXT POTENTIAL MATURITY DATE 26/04/2027

Barclays 100% Capital Protected GBP Apr 2024

ISIN: XS2742917458

STRIKE DATE: 26/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	37,934.7600	64179.27
HSI	17,651.1500	24407.96
OMX Stockholm 30	2,557.6950	3054.043

STRIKE DATE 26/04/2024
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP: 3.55% Semi-Annually
P.A. RETURN
ISIN XS2742917458
NEXT POTENTIAL MATURITY DATE 26/04/2027

Natixis 3 Year Triple Index Fixed Income USD Apr 2024

ISIN: XS2662080147

STRIKE DATE: 23/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Natixis
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	37,552.1600	64179.27
Eurostoxx 50	5,008.1700	6009.95
S&P 500	5,070.5500	7266.99

STRIKE DATE 23/04/2024
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: USD: 6.60% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2662080147
NEXT POTENTIAL MATURITY DATE 30/04/2027

Barclays 3 Year Triple Index Fixed Income GBP Apr 2024

ISIN: XS2742917532

STRIKE DATE: 23/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays Bank PLC
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	37,552.1600	64179.27
Eurostoxx 50	5,008.1700	6009.95
OMX Stockholm 30	2,546.3320	3054.043

STRIKE DATE 23/04/2024
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: GBP: 6.10% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2742917532
NEXT POTENTIAL MATURITY DATE 30/04/2027

BNP Paribas Semi-annual Classic Autocall March 2024 GBP

ISIN: XS2673666918

STRIKE DATE: 21/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BNP Paribas
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	5,052.3100	6009.95
Nikkei 225	40,815.6600	64179.27
SMI	11,703.6600	13463.33
HSI	16,863.1000	24407.96

STRIKE DATE 21/03/2024
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: 5.64% Semi-Annually (11.28% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 11.28% p.a.
ISIN XS2673666918
NEXT POTENTIAL MATURITY DATE 22/09/2025

FACTSHEET

GS 6 Year Uncapped Averaged Participation Growth Mar 2024 USD

ISIN: XS2653907068

STRIKE DATE: 20/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Goldman Sachs
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
S&P 500	5224.62	7266.99

STRIKE DATE 20/03/2024
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Participation Growth Note Participation Rate: USD: 150% Uncapped Participation quarterly arithmetic averaged performance of the Index Capital Risk: 100% Capital Protected
P.A. RETURN
ISIN XS2653907068
NEXT POTENTIAL MATURITY DATE 20/03/2030

Goldman Sachs 5 Year Capped Participation Growth Note Mar 2024

ISIN: XS2481734759

STRIKE DATE: 18/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Goldman Sachs
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Morgan Stanley Invesment Fund Global High Yield Bond Fun Share Class A USD	27.2500

STRIKE DATE 18/03/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Participation Growth Note Participation Rate: USD: 100% Capped Participation in positive performance of the Underlying at Maturity, Capped at 30% Growth Capital Risk: 100% Capital Protected
P.A. RETURN
ISIN XS2481734759
NEXT POTENTIAL MATURITY DATE 19/03/2029

Barclays 80-70 Memory Income Autocall March 2024 GBP

ISIN: XS2728016812

STRIKE DATE: 19/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	40,003.6000	64179.27
FTSE MIB	34,262.3600	50029.17
OMX Stockholm 30	2,514.9250	3054.043

STRIKE DATE 19/03/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 24 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 2.00% Quarterly (8.00% p.a.) Income Trigger: 80% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 70% Final level (European style)
P.A. RETURN 8.00% p.a.
ISIN XS2728016812
NEXT POTENTIAL MATURITY DATE 19/03/2026

FACTSHEET

Citi European Banks 1 Year Fixed Income Mar 2024 EUR

ISIN: XS2770597032

STRIKE DATE: 18/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Citi
TYPE Note
CURRENCY EUR
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
BBVA	10.3850	19.24
Commerzbank AG	11.8800	36.22
UniCredit SpA	33.1700	70.65

STRIKE DATE 18/03/2024
RETURN & BARRIERS
Maximum Term: 1 years Investment Structure: Fixed Income Fixed Income Rate: EUR: 6.09% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 6.09% p.a.
ISIN XS2770597032
NEXT POTENTIAL MATURITY DATE 18/03/2025

BNP World Indices Hybrid Memory Income Autocall March 2024 USD

ISIN: XS2358206683

STRIKE DATE: 15/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BNP
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	4,986.0200	6009.95
FTSE 100	7,727.4200	10254.81
Nasdaq 100	17,808.2500	28508.03
OMX Stockholm 30	2,533.6200	3054.043

STRIKE DATE 15/03/2024
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Hybrid Memory Income Autocall Income Trigger: 80% of initial level Income Rate: USD = 2.875% Semi-Annual (5.75% p.a.) Autocall Opportunities: Semi Annually (First Observation at 24 months) Autocall Trigger: 100% of initial level Autocall Coupon Rate: USD = 1.00% Semi-Annual (2.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.75% p.a.
ISIN XS2358206683
NEXT POTENTIAL MATURITY DATE 16/03/2026

FACTSHEET

BBVA Global Stocks 80-60 Memory Income Autocall Mar 2024 USD

ISIN: XS2720246003

STRIKE DATE: 14/03/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nestle S.A.	95.0800	79.73
AXA SA	34.0050	40.53
Sanofi	88.2100	76.01
Unilever	3,885.0000	4401.5

STRIKE DATE 14/03/2024
RETURN & BARRIERS
Maximum Term: 4 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: 2.7875% Quarterly (11.15% p.a.) Income Trigger: 80% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN
ISIN XS2720246003
NEXT POTENTIAL MATURITY DATE 14/12/2026

Barclays 85-65 Memory Income Autocall GBP April 2024 – Factsheet upon request

ISIN: XS2734585735

STRIKE DATE: 17/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Barclays
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,847.9900	10254.81
FTSE MIB	33,632.7100	50029.17
S&P 500	5,022.2100	7266.99

STRIKE DATE 17/04/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 24 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 1.65% Quarterly (6.60% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN 6.60% p.a.
ISIN XS2734585735
NEXT POTENTIAL MATURITY DATE 17/04/2026

Barclays 85-65 Memory Income Autocall USD April 2024 – Factsheet upon request

ISIN: XS2734585818

STRIKE DATE: 17/04/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,847.9900	10254.81
FTSE MIB	33,632.7100	50029.17
S&P 500	5,022.2100	7266.99

STRIKE DATE 17/04/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 24 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD: 1.75% Quarterly (7.00% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN 7.00% p.a.
ISIN XS2734585818
NEXT POTENTIAL MATURITY DATE 17/04/2026

BBVA 85-60 Memory Income Autocall GBP Apr 2024

ISIN: XS2720275366

STRIKE DATE: 15/04/2024

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	11,395.8100	13463.33
Eurostoxx 50	4,984.4800	6009.95
Nikkei 225	39,232.8000	64179.27
S&P 500	5,061.8200	7266.99

STRIKE DATE 15/04/2024
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: 3.15% Semi-Annual (6.30% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 6.30% p.a.
ISIN XS2720275366
NEXT POTENTIAL MATURITY DATE 15/10/2025

BBVA 85-60 Memory Income Autocall USD Apr 2024

ISIN: XS2720275440

STRIKE DATE: 15/04/2024

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	11,395.8100	13463.33
Eurostoxx 50	4,984.4800	6009.95
Nikkei 225	39,232.8000	64179.27
S&P 500	5,061.8200	7266.99

STRIKE DATE 15/04/2024
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: 3.85% Semi-Annual (7.70% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.70% p.a.
ISIN XS2720275440
NEXT POTENTIAL MATURITY DATE 15/10/2025

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.

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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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