Quantum Wealth Management
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Policies

Conflict of Interest Management Policy
Protection of Personal Information and Retention of Documents Policy
Anti-money Laundering and Counter-terrorist Financing Risk Management and Compliance Programme
FAIS Representative Debarment Policy and Procedure
Fit and Proper Policy and Procedure
FAIS Representative Supervision Policy
Privacy Statement
PAIA
POPI Policy
Cyber Security Policy

Services

  • Quantum Investment Funds
  • Financial Planning
  • Private Share Portfolios
  • Employee Benefits
  • Fiduciary Services

News

  • Montly Report
  • Ad Hoc Articles

Contact Us

  • Qualified Advisors
  • Pretoria
  • Free State

Policies

  • CONFLICT OF INTEREST MANAGEMENT POLICY
  • PROTECTION OF PERSONAL INFORMATION AND RETENTION OF DOCUMENTS POLICY
  • OTHER POLICIES
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Alert

Quantum Wealth Management (Pty) Ltd is a registered FSP with licence number FSP862. We will NEVER use a Gmail account to contact you and have no association with the person with cell number 079 619 3203, purporting to be linked to Quantum. Please check the email address when receiving correspondence from a Gmail account purporting to be from Quantum Wealth Management.

Policies Updated

We updated our policies.

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