INVESTMENTS

PRODUCT NAME

ISIN

STRIKE DATE

INDICATIVE PRICE

STATUS

FACTSHEET

BNP Paribas US Large Cap Memory Income Autocall Jan 2024 USD

ISIN: XS2699282633

STRIKE DATE: 18/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BNP Paribas
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Starbucks Corp	93.3400	98.76
Carnival Corp	17.2800	25.99
Bank of America	31.7300	54.54
Tesla Motors	211.8800

STRIKE DATE 18/01/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD= 13.50% Quarterly Income Trigger: 60% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 10.125% p.a.
ISIN XS2699282633
NEXT POTENTIAL MATURITY DATE 18/10/2024

Barclays Capital Protected Growth Participation January 2024 USD

ISIN: XS2674305433

STRIKE DATE: 17/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Dow Jones Industrial Average	37,266.6700	49918.78
CAC 40	7,318.6900	8161.83
S&P/ASX 200	7,393.0830

STRIKE DATE 17/01/2024
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Participation Growth Note Participation Rate: USD: 108% participation in the equally weight growth at maturity. Capital Risk: 85% Capital Protected
P.A. RETURN
ISIN XS2674305433
NEXT POTENTIAL MATURITY DATE 19/01/2027

FACTSHEET

Goldman Sachs Capital Protected Participation January 2024 GBP

ISIN: XS2691898519

STRIKE DATE: 17/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Goldman Sachs
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,446.2900	10254.81
S&P 500	4,739.2100	7266.99
SMI	11,148.5600	13463.33

STRIKE DATE 17/01/2024
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Participation Growth Note Participation Rate: USD: 109% participation in the equally weight growth at maturity. Capital Risk: 85% Capital Protected
P.A. RETURN
ISIN XS2691898519
NEXT POTENTIAL MATURITY DATE 19/01/2027

FACTSHEET

Goldman Sachs 100% Protected Participation Note January 2024 USD

ISIN: XS2691898279

STRIKE DATE: 17/01/2024

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
Allianz SE	244.8500	381.5
BNP Paribas SA	60.2400	91.96
Nestle S.A.	98.1800	79.73
SSE PLC	1,740.0000	2360

STRIKE DATE 17/01/2024
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Participation Growth Note Participation Rate: USD: 100% participation in the equally weight growth at maturity. Capital Protected: 100% Capital Protected
P.A. RETURN
ISIN XS2691898279
NEXT POTENTIAL MATURITY DATE 18/01/2027

FACTSHEET

BBVA Quarterly Memory Income Autocall January 2024 GBP

ISIN: XS2676599587

STRIKE DATE: 17/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Advanced Micro Devices	160.1700	452.4
Nvidia Corporation	56.0530	200.42
Amazon.com	151.7100	238
Alphabet-C	142.8900	353.32

STRIKE DATE 17/01/2024
RETURN & BARRIERS
Investment Structure: Quarterly Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP = 2.45% Quarterly Income Trigger: 60% of initial level Capital Risk: Not capital protected CapitalProtection Barrier : 60% Strike with Geared Put (at maturity)
P.A. RETURN 9.80% p.a.
ISIN XS2676599587
NEXT POTENTIAL MATURITY DATE 17/07/2025

FACTSHEET

BBVA Quarterly Memory Income Autocall January 2024 USD

ISIN: XS2676599405

STRIKE DATE: 17/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Advanced Micro Devices	160.1700	452.4
Nvidia Corporation	56.0530	200.42
Amazon.com	151.7100	238
Alphabet-C	142.8900	353.32

STRIKE DATE 17/01/2024
RETURN & BARRIERS
Investment Structure: Quarterly Memory Income Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD = 2.75% Quarterly Income Trigger: 60% of initial level Capital Risk: Not capital protected CapitalProtection Barrier : 60% Strike with Geared Put (at maturity)
P.A. RETURN 11.00% p.a.
ISIN XS2676599405
NEXT POTENTIAL MATURITY DATE 17/07/2025

FACTSHEET

UBS Participation Growth Note May 2023 ZAR

ISIN: ZAE000322616

STRIKE DATE: 30/05/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY UBS AG
TYPE Note
CURRENCY ZAR
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
S&P 500	4,205.5200	7266.99

STRIKE DATE 30/05/2023
RETURN & BARRIERS
Maximum Term: 3.5 years Investment Structure: Participation Growth Note Participation Rate: USD: 45% Coupon if above initial level, plus 100% participation in the Underlying Index at maturity Capital Risk: 70% European Barrier
P.A. RETURN
ISIN ZAE000322616
NEXT POTENTIAL MATURITY DATE 30/11/2026

MORGAN STANLEY 85-65 MEMORY INCOME AUTOCALL Feb 2024 GBP

ISIN: XS2722730145

STRIKE DATE: 14/02/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Morgan Stanley Credit Ratings: Moody’s A1, S&P A-,
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	4,709.2200	6009.95
FTSE 100	7,568.4000	10254.81
Nikkei 225	37,703.3200	64179.27

STRIKE DATE 14/02/2024
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Memory Income Autocall Autocall Opportunities: Semi-Annual(First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: GBP: 3.50% Semi-Annually (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 XS2722730145
NEXT POTENTIAL MATURITY DATE 14/02/2025

BBVA 85-60 MEMORY INCOME AUTOCALL Feb 2024 USD

ISIN: XS2695897798

STRIKE DATE: 14/02/2024

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	11,213.6400	13463.33
Eurostoxx 50	4,709.2200	6009.95
Nikkei 225	37,703.3200	64179.27
S&P 500	5,000.6200	7266.99

STRIKE DATE 14/02/2024
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: 4.00% Semi-Annual (8.00% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.00% p.a.
ISIN XS2695897798
NEXT POTENTIAL MATURITY DATE 14/02/2025

Societe Generale Fixed Rate Note Nov 2023 ZAR

ISIN: XS2699568015

STRIKE DATE: 02/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Societe Generale
TYPE Note
CURRENCY ZAR
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL

STRIKE DATE 02/11/2023
RETURN & BARRIERS
Maximum Term: 7 year Investment Structure: Fixed Rate Note Fixed Income Rate: ZAR: 102.20% p.a. (Paid At Maturity) Capital Risk: Capital protected
P.A. RETURN
ISIN XS2699568015
NEXT POTENTIAL MATURITY DATE 14/11/2030

Goldman Sachs Fixed Rate Note Nov 2023 ZAR

ISIN: XS2688931729

STRIKE DATE: 02/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Goldman Sachs
TYPE Note
CURRENCY ZAR
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL

STRIKE DATE 02/11/2023
RETURN & BARRIERS
Maximum Term: 7 year Investment Structure: Fixed Rate Note Fixed Income Rate: ZAR: 104.30% p.a. (Paid At Maturity) Capital Risk: Capital protected
P.A. RETURN
ISIN XS2688931729
NEXT POTENTIAL MATURITY DATE 18/11/2030

Barclays 5 Year Fixed Rate Note Nov 2023

ISIN: XS2662155097

STRIKE DATE: 24/11/2023

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	7,488.2000	10254.81

STRIKE DATE 24/11/2023
RETURN & BARRIERS
Maximum Term: 5 year Investment Structure: Fixed Income Fixed Income Rate: GBP: 5.40% p.a. (Paid Semi-Annually) Capital Risk: Capital protected
P.A. RETURN
ISIN XS2662155097
NEXT POTENTIAL MATURITY DATE 24/11/2028

BNP Paribas US Stocks Defensive Autocall Jan 2024 USD

ISIN: XS2689491863

STRIKE DATE: 05/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BNP Paribas
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Amazon.com	145.2400	238
Carnival Corp	17.3300	25.99
Meta Platform Inc	351.9500	570.98
Tesla Motors	237.4900

STRIKE DATE 05/01/2024
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Defensive Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 81% of initial level Coupon Rate: 5.75% Quarterly (23.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN 23.00% p.a.
ISIN XS2689491863
NEXT POTENTIAL MATURITY DATE 05/07/2024

FACTSHEET

Morgan Stanley Triple Index Switch To Autocall Jan 2024 USD

ISIN: XS2682887752

STRIKE DATE: 10/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Morgan Stanley
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	34,441.7200	64179.27
S&P 500	4,783.4500	7266.99
Eurostoxx 50	4,468.9800	6009.95

STRIKE DATE 10/01/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Classic Autocall Autocall Opportunities: Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 12.20% Annually Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style) with a Switch To an Equally Weighted Basket if breached
P.A. RETURN
ISIN XS2682887752
NEXT POTENTIAL MATURITY DATE 12/01/2027

Morgan Stanley Triple Index Switch To Autocall Jan 2024 GBP

ISIN: XS2682887596

STRIKE DATE: 10/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: CONTACT

COUNTERPARTY Morgan Stanley
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Nikkei 225	34,441.7200	64179.27
S&P 500	4,783.4500	7266.99
Eurostoxx 50	4,468.9800	6009.95

STRIKE DATE 10/01/2024
RETURN & BARRIERS
Maximum Term: 5 years Investment Structure: Classic Autocall Autocall Opportunities: Annual (First Observation at 36 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP: 12.20% Annually Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style) with a Switch To an Equally Weighted Basket if breached
P.A. RETURN
ISIN XS2682887596
NEXT POTENTIAL MATURITY DATE 12/01/2027

Soc Gen Aircraft Manufacturers Memory Knock-Out Autocall Jan 2024 USD

ISIN: XS2699811480

STRIKE DATE: 10/01/2024

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
Boeing Co	227.8400	209
Airbus	144.0400	174.96

STRIKE DATE 10/01/2024
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Memory Knock-out Autocall Autocall Opportunities: Semi-annual (First Observation at 24 months) Knock Out Trigger: 100% of initial level Coupon Rate: USD: 8.00% Semi-annual (16.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 75% Final level (European style)
P.A. RETURN 16.00% p.a.
ISIN XS2699811480
NEXT POTENTIAL MATURITY DATE 12/01/2026

MORGAN STANLEY 100% CAPITAL PROTECTED AUTOCALL FEB 2024 GBP

ISIN: XS2722666620

STRIKE DATE: 15/02/2024

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
Eurostoxx 50	4,743.1700	6009.95
S&P/ASX 200	7,605.7170
Nikkei 225	38,157.9400	64179.27

STRIKE DATE 15/02/2024
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: 3.50% Semi-Annually (7.00% p.a.)
P.A. RETURN
ISIN XS2722666620
NEXT POTENTIAL MATURITY DATE 15/02/2027

MORGAN STANLEY 100% CAPITAL PROTECTED AUTOCALL FEB 2024 USD

ISIN: XS2722666893

STRIKE DATE: 15/02/2024

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
Eurostoxx 50	4,743.1700	6009.95
S&P/ASX 200	7,605.7170
Nikkei 225	38,157.9400	64179.27

STRIKE DATE 15/02/2024
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: 3.85% Semi-Annually (7.70% p.a.)
P.A. RETURN
ISIN XS2722666893
NEXT POTENTIAL MATURITY DATE 15/02/2027

BBVA World Indices Classic Autocall Jan 2024 GBP

ISIN: XS2676634830

STRIKE DATE: 19/01/2024

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,461.9300	10254.81
Eurostoxx 50	4,448.8300	6009.95
Nikkei 225	35,963.2700	64179.27
Nasdaq 100	17,314.0000	28508.03

STRIKE DATE 19/01/2024
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: 4.96% Semi-Annually (9.92% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN 9.92% p.a.
ISIN XS2676634830
NEXT POTENTIAL MATURITY DATE 20/01/2025

BBVA Major Markets Classic Autocall Jan 2024 USD

ISIN: XS2676634756

STRIKE DATE: 19/01/2024

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	7,461.9300	10254.81
Eurostoxx 50	4,448.8300	6009.95
Nikkei 225	35,963.2700	64179.27
Nasdaq 100	17,314.0000	28508.03

STRIKE DATE 19/01/2024
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: 5.90% Semi-Annually (11.80% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 11.80% p.a.
ISIN XS2676634756
NEXT POTENTIAL MATURITY DATE 20/01/2025

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.

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.

IDAD Ltd does not give advice on the suitability of its products to private retail investors.

This website is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of IDAD Limited.

Our Website uses Cookies

Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies but parts of our site won’t work without them. By using our website you accept our use of cookies.

We will not be liable for any loss or damage arising out of or in connection with the use of this site.

(1) I HAVE READ UNDERSTOOD AND ACCEPT THIS DISCLAIMER AND

(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

(3) I CONFIRM I AM A PROFESSIONAL CLIENT OR ELIGIBLE COUNTERPARTY (as defined by the FCA)

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.

Remember me