AIB Brokers About us

About Us

AIB BROKERS (PTY) LTD is an independent Authorised Financial Service provider focused on providing financial planning and wealth management services.

Our Value Proposition to our clients is to become the 1st point of call when it comes to their finances, insurance and non-insurance related matters. Through our well-structured process, we at AIB Brokers aim to deliver the best product to the right client at the right time. We work with the best Insurance companies in South Africa to ensure our clients receive the best financial services.

AIB Brokers is service driven and we always place our clients first. We raise the bar in the insurance industry by providing excellence and the utilizing the highest principals and standards to every aspect of the business.

Our clients can be rest assured that AIB Brokers has its compliance audited by Masthead for FAIS (Financial Advisory and Intermediary Services) and FICA (Financial Intelligence Centre Act). We also adhere strictly to all FSB (Financial Services Board) regulations. Our compliance is achieved by Focusing on processes, quality and consistency.


FSP: 48642

WHAT WE DO

Key features of our company


Financial Planning

Financial Planning is an ongoing process that assists you to make sensible decisions about money, which can help you achieve your goals in life.

Retirement Planning

Retirement planning is key if you want to enjoy your retirement. Things to consider include how much you can currently afford to invest and how long you have until you reach retirement age.

Estate Planning

Your estate refers to everything you own and owe, from property and cars to investments and debts. Proper estate planning will ensure that your estate is set up in a tax-efficient way that benefits you during your lifetime and your beneficiaries after you die.

Commercial Short Term Insurance

No business is without risk, whether you run a small commercial enterprise or operate a multi-national corporation. AIB Brokers is here to provide a risk management solution to meet your specific insurance requirements.

Funeral Policies

Funeral policy is seldom considered until the time comes to organise a funeral. Our funeral policies range from standalone contracts where the entire family is taken care of. Giving you peace of mind at death of a loved one.

Motor and Household Insurance

Take away that financial burden with the right insurance when things go wrong. Whatever type of short-term insurance you require, we have a solution to suit your needs. All you have to do is choose the type of cover you want from our range of options.No business is without risk, whether you run a small commercial enterprise or operate a multi-national corporation. AIB Brokers is here to provide a risk management solution to meet your specific insurance requirements.

CONTACT

Lets get in touch. Send us a message:

Contact us Aib Brokers

Phone: 073-242-9868

Email: mmfo@aibbrokers.co.za


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Financial Planning

Financial Planning is an ongoing process that assists you to make sensible decisions about money, which can help you achieve your goals in life.

This planning involves putting appropriate products in place to protect your family

EXAMPLE: Death, Disability cover, Illness Cover, Income Protection etc.

If you want to leave your family with peace of mind, don’t wait until disaster strikes start planning your future with the assistance of AIB Brokers.

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Estate Planning

Your estate refers to everything you own and owe, from property and cars to investments and debts. Proper estate planning will ensure that your estate is set up in a tax-efficient way that benefits you during your lifetime and your beneficiaries after you die.

AIB BROKERS ENSURES THAT:

  • There is enough cash to pay outstanding debts.
  • There is an income (and capital if required) for your dependants.
  • The estate is distributed according to your wishes.
  • Your business interests are protected.
  • Taxes are minimised (e.g. estate duty and income tax).
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Privacy Policy

This document illustrates the Privacy Policy for this Website, //http:www.aibbrokes.co.za

Personal Information

The privacy policy illustrates how AIB Brokers protects the information that is provided to it by its users.
AIB Brokers will not sell or rent its user’s personal identifiable information to third parties.

Sharing of Information

AIB Brokers may send personal identifiable information about its users to other companies or third parties should there be a need to share the user’s information in order to provide the product or service the user has requested.

Furthermore, the only information AIB Brokers will ever disclose to third parties is aggregate information about its users. Aggregate information will not identify the website’s users and will only identify the user’s population in general terms.

Electronic Communications

The user consents to the website’s agreements, notices and disclosures by visiting the website and receiving electronic information or communication by electronic means and this indicates that any legal requirements has been satisfied.

Changing of Information

AIB Brokers reserves the right to change the Privacy Policy on an ad hoc basis at its sole discretion. AIB Brokers is not responsible for the content or privacy practices of non-AIB Brokers websites to which it refers.

Contact information

Should you not be satisfied with the information or should any information be found to be untrue or incorrect, please notify AIB Brokers on the following email address: mandla@aibbrokers.co.za


Disclaimer

AIB Brokers has, and will continue to take reasonable care to ensure that all information, in so far as this is under its control, provided on this website is true and correct.

AIB Brokers shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website.

There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.

Links to other sites

Our website contains links to other sites. Please be aware that AIB Brokers is not responsible for the privacy practices of such other sites. We encourage users to be aware when they leave our site and to read the privacy statements of each and every website that collects personally identifiable information. This privacy statement applies solely to information collected by this website.

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Compliance

Our company

AIB Brokers has been authorised by the Financial Services Board (FSB) to act as an Authorised Financial Services Provider under licence numbers 48642 (AIB Brokers).

Our Compliance Officers

AIB Brokers has appointed Masthead (Pty) Ltd as our external Compliance Officers, who is an FSB-approved compliance practice.

FICA

FICA requires accountable institutions (such as investment managers, brokers and attorneys) to establish and verify the identity of their clients prior to transacting with them, in order to combat or eliminate money laundering activities.

FAIS

Whereas FICA tries to establish who we are dealing with, FAIS tries to ensure that we deal with them properly, responsibly and professionally.

FAIS aims to regulate the giving of advice and rendering of intermediary services to clients, and imposes responsibility by requiring that

  • the financial needs of the client be evaluated,
  • appropriate advice - having established the relevant facts – be given, and
  • clients be assisted to make informed decisions.

FAIS also established complaints resolution mechanisms which aim at providing clients with a speedy and cost-effective measure of resolving complaints relating to a financial service rendered by a financial services provider.