INVESTMENTS

PRODUCT NAME

ISIN

STRIKE DATE

INDICATIVE PRICE

STATUS

FACTSHEET

UBS Low Hurdle Classic Autocall Nov 2023 GBP

ISIN: XS2712133524

STRIKE DATE: 03/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
S&P/ASX 200	6,978.2020
Eurostoxx 50	4,174.6700	6009.95
FTSE 100	7,417.7300	10254.81
Nikkei 225	31,949.8900	64179.27

STRIKE DATE 03/11/2023
RETURN & BARRIERS
Maximum Term: 6 years Investment Structure: Low Hurdle Autocall Autocall Opportunities: Semi- Annual (First observation at 12 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP= 5% Semi- Annually (10% p.a.) Low Hurdle Trigger: 85% of initial level at maturity for all accumulated coupons Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 10.00% p.a.
ISIN XS2712133524
NEXT POTENTIAL MATURITY DATE 05/11/2024

FACTSHEET

UniCredit Diversified Markets Memory Income Autocall Oct 2023

ISIN: DE000HC9Q8D5

STRIKE DATE: 31/10/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY UniCredit
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,321.7200	10254.81
S&P 500	4,193.8000	7266.99
Nikkei 225	30,858.8500	64179.27
Eurostoxx 50	4,061.1200	6009.95

STRIKE DATE 31/10/2023
RETURN & BARRIERS
Investment Structure: Memory Income Autocall Autocall Opportunities: Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD = 1.86% Quarterly Income Trigger: 75% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.44% p.a.
ISIN DE000HC9Q8D5
NEXT POTENTIAL MATURITY DATE 31/10/2024

UniCredit Diversified Markets Memory Income Autocall Oct 2023

ISIN: DE000HC9Q8C7

STRIKE DATE: 31/10/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY UniCredit
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,321.7200	10254.81
S&P 500	4,193.8000	7266.99
Nikkei 225	30,858.8500	64179.27
Eurostoxx 50	4,061.1200	6009.95

STRIKE DATE 31/10/2023
RETURN & BARRIERS
Investment Structure: Memory Income Autocall Autocall Opportunities: Annually (First Observation at 12 months) Autocall Trigger: 100% of initial level Memory Income Rate: USD = 2.00% Quarterly Income Trigger: 75% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.00% p.a.
ISIN DE000HC9Q8C7
NEXT POTENTIAL MATURITY DATE 31/10/2024

Societe Generale Banks Memory Knock-Out Autocall October 2023

ISIN: XS2699501370

STRIKE DATE: 31/10/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Societe Generale
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Commerzbank AG	10.1500	36.22
HSBC	592.3000	1293.4
UniCredit SpA	23.6250	70.65

STRIKE DATE 31/10/2023
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Memory Knock-out Autocall Autocall Opportunities: Semi-annual (First Observation at 12 months) Knock Out Trigger: 90% of initial level Coupon Rate: USD: 10.00% Semi-annual (20.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 20.00% p.a.
ISIN XS2699501370
NEXT POTENTIAL MATURITY DATE 31/10/2024

Morgan Stanley Capital Protected Autocall Nov 2023 GBP

ISIN: XS2682833822

STRIKE DATE: 29/11/2023

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	4,370.5300	6009.95
S&P/ASX 200	7,035.3470
Nikkei 225	33,321.2200	64179.27

STRIKE DATE 29/11/2023
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: 4.70% Semi-Annually (9.40% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN
ISIN XS2682833822
NEXT POTENTIAL MATURITY DATE 30/11/2026

Morgan Stanley Capital Protected Autocall Nov 2023 USD

ISIN: XS2682834044

STRIKE DATE: 29/11/2023

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	4,370.5300	6009.95
S&P/ASX 200	7,035.3470
Nikkei 225	33,321.2200	64179.27

STRIKE DATE 29/11/2023
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: 5.00% Semi-Annually (10.00% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN
ISIN XS2682834044
NEXT POTENTIAL MATURITY DATE 30/11/2026

Morgan Stanley Capital Protected Classic Autocall Oct 2023 USD

ISIN: XS2682578963

STRIKE DATE: 27/10/2023

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	4,014.3600	6009.95
S&P 500	4,117.3700	7266.99
Nikkei 225	30,991.6900	64179.27

STRIKE DATE 27/10/2023
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 24 months) Autocall Trigger: 100% of initial level Coupon Rate: USD: 3.76% Semi-Annually (7.52% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN 7.52% p.a.
ISIN XS2682578963
NEXT POTENTIAL MATURITY DATE 27/10/2025

FACTSHEET

Morgan Stanley Capital Protected Classic Autocall Oct 2023 GBP

ISIN: XS2682578880

STRIKE DATE: 27/10/2023

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	4,014.3600	6009.95
S&P 500	4,117.3700	7266.99
Nikkei 225	30,991.6900	64179.27

STRIKE DATE 27/10/2023
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Classic Autocall Autocall Opportunities: Semi-Annual (First Observation at 24 months) Autocall Trigger: 100% of initial level Coupon Rate: GBP: 3.89% Semi-Annually (7.78% p.a.) Capital Risk: None Capital Protection: 100% Capital Protected at maturity
P.A. RETURN 7.78% p.a.
ISIN XS2682578880
NEXT POTENTIAL MATURITY DATE 27/10/2025

FACTSHEET

BNP Paribas 80-65 Memory Income Autocall Oct 2023 USD

ISIN: XS2638620232

STRIKE DATE: 27/10/2023

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
FTSE MIB	27,287.4500	50029.17
FTSE 100	7,291.2800	10254.81
Nikkei 225	30,991.6900	64179.27
S&P 500	4,117.3700	7266.99

STRIKE DATE 27/10/2023
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: 4.34% Semi-Annual (8.68% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN 8.68% p.a.
ISIN XS2638620232
NEXT POTENTIAL MATURITY DATE 28/04/2025

FACTSHEET

Morgan Stanley Triple Index Memory Income Autocall Oct 2023 USD

ISIN: XS2682714147

STRIKE DATE: 27/10/2023

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
Nasdaq 100	14,180.4200	28508.03
Eurostoxx 50	4,014.3600	6009.95
Nikkei 225	30,991.6900	64179.27

STRIKE DATE 27/10/2023
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: 3.873% Semi-Annual (7.746% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.746% p.a.
ISIN XS2682714147
NEXT POTENTIAL MATURITY DATE 28/10/2024

FACTSHEET

Barclays Triple Index Memory Income Autocall Oct 2023 USD

ISIN: XS2637632469

STRIKE DATE: 27/10/2023

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	2,049.6530	3054.043
IBEX 35	8,918.3000	18142.7
Nikkei 225	30,991.6900	64179.27

STRIKE DATE 27/10/2023
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: USD: 3.715% Semi Annually (7.43% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.43% p.a.
ISIN XS2637632469
NEXT POTENTIAL MATURITY DATE 28/10/2024

FACTSHEET

BBVA Triple Index Memory Income Autocall Oct 2023 USD

ISIN: XS2641283234

STRIKE DATE: 27/10/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	4,014.3600	6009.95
Nikkei 225	30,991.6900	64179.27
Nasdaq 100	14,180.4200	28508.03

STRIKE DATE 27/10/2023
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: 4.40% Semi-Annual (8.80% p.a.) Income Trigger: 85% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 8.80% p.a
ISIN XS2641283234
NEXT POTENTIAL MATURITY DATE 28/10/2024

FACTSHEET

BBVA US Tech Low Hurdle Autocall Nov 2023 USD

ISIN: XS2641306894

STRIKE DATE: 22/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Alphabet-C	140.0200	353.32
Amazon.com	146.7100	238
Meta Platform Inc	341.4900	570.98
Tesla Motors	234.2100

STRIKE DATE 22/11/2023
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Low Hurdle Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Autocall Trigger: 95% of initial level, reduced to 70% on the Final Observation Coupon Rate: USD: 6.00% Quarterly (24.00% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 24.00% p.a.
ISIN XS2641306894
NEXT POTENTIAL MATURITY DATE 22/11/2024

Barclays 70-60 MEMORY INCOME AUTOCALL NOV 2023 USD

ISIN: XS2638665336

STRIKE DATE: 28/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Barclays
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
Eurostoxx 50	4,348.0200	6009.95
Nikkei 225	33,408.3900	64179.27
FTSE 100	7,455.2400	10254.81

STRIKE DATE 28/11/2023
RETURN & BARRIERS
Maximum Term: 5 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: 70% of initial level Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 7.20% p.a.
ISIN XS2638665336
NEXT POTENTIAL MATURITY DATE 28/11/2024

Morgan Stanley Twin Win Growth Note October 2023 USD

ISIN: XS2682794669

STRIKE DATE: 25/10/2023

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
S&P 500		7266.99

STRIKE DATE 25/10/2023
RETURN & BARRIERS
Investment Structure: Twin-Win: 100% Participation in the growth or decline of the S&P 500. Kick out barrier of 75% and 125% If barrier is breached 5.30% flat coupon is paid at maturity. 5.30% Guaranteed coupon at maturity if no breach and growth or decline is less than 5.30%. 100% Capital Protected. Capital Risk: Capital protected
P.A. RETURN
ISIN XS2682794669
NEXT POTENTIAL MATURITY DATE 20/10/2025

FACTSHEET

Barclays 3 Year Triple Index Fixed Income Nov 2023 GBP

ISIN: XS2638649058

STRIKE DATE: 22/11/2023

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
FTSE 100	7,469.5100	10254.81
S&P 500	4,556.6200	7266.99
Nikkei 225	33,451.8300	64179.27

STRIKE DATE 22/11/2023
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: GBP: 6.80% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2638649058
NEXT POTENTIAL MATURITY DATE 24/11/2026

Barclays 3 Year Triple Index Fixed Income Nov 2023 USD

ISIN: XS2638648910

STRIKE DATE: 22/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

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

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,469.5100	10254.81
S&P 500	4,556.6200	7266.99
Nikkei 225	33,451.8300	64179.27

STRIKE DATE 22/11/2023
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: USD: 7.00% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2638648910
NEXT POTENTIAL MATURITY DATE 24/11/2026

Barclays 3 Year Triple Index Fixed Income Nov 2023 EUR

ISIN: XS2638650221

STRIKE DATE: 22/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

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

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
FTSE 100	7,469.5100	10254.81
S&P 500	4,556.6200	7266.99
Nikkei 225	33,451.8300	64179.27

STRIKE DATE 22/11/2023
RETURN & BARRIERS
Maximum Term: 3 years Investment Structure: Fixed Income Fixed Income Rate: EUR: 5.30% p.a. (Paid Quarterly) Capital Risk: Not capital protected Capital Protection Barrier: 65% Final level (European style)
P.A. RETURN
ISIN XS2638650221
NEXT POTENTIAL MATURITY DATE 24/11/2026

Soc Gen Energy Enhanced 60-50 Memory Income Oct 2023 USD

ISIN: XS2659704782

STRIKE DATE: 20/10/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY Société Générale
TYPE Note
CURRENCY USD
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
First Solar Inc	150.7700	249.27
Vestas Wind System A/S	144.5600	166.3
Total SA	62.57	77.24
Bloom Energy Corporation	11.3100	234.23

STRIKE DATE 20/10/2023
RETURN & BARRIERS
Maximum Term: 4 years Investment Structure: Memory Income Knock Out Reducing Autocall Autocall Opportunities: Quarterly (First Observation at 6 months) Reducing Knock Out Trigger: 100% of initial level reducing 2.50% per quarter (capped at 70%) Memory Income Rate: USD: 3.75% Quarterly (15.00% p.a.) Income Trigger: 60% Capital Risk: Not capital protected Capital Protection Barrier: 50% Final level (European style)
P.A. RETURN 15.00% p.a.
ISIN XS2659704782
NEXT POTENTIAL MATURITY DATE 22/07/2024

FACTSHEET

BBVA Semi-Annual Classic Autocall Nov 2023 GBP

ISIN: XS2641299073

STRIKE DATE: 16/11/2023

INDICATIVE PRICE: Not available

STATUS: Previous

FACTSHEET: DOWNLOAD

COUNTERPARTY BBVA
TYPE Note
CURRENCY GBP
CURRENT PRICE Not available

UNDERLYING	STRIKE LEVEL	PREVIOUS CLOSING LEVEL
S&P/ASX 200	7,058.4160
Eurostoxx 50	4,302.4500	6009.95
Nikkei 225	33,424.4100	64179.27
S&P 500	4,508.2400	7266.99

STRIKE DATE 16/11/2023
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: 5.65% Semi-Annually (11.30% p.a.) Capital Risk: Not capital protected Capital Protection Barrier: 60% Final level (European style)
P.A. RETURN 11.30%
ISIN XS2641299073
NEXT POTENTIAL MATURITY DATE 18/11/2024

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.

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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

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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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