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Legal information and policies

The Kagiso unit trust fund range is offered by Kagiso Collective Investments Limited (Kagiso), registration number 2010/009289/06, a member of the Association for Savings and Investment SA (ASISA). Kagiso is a subsidiary of Kagiso Asset Management (Pty) Ltd [a licensed financial services provider (FSP No. 784)], the investment manager of its unit trust funds.

This website provides general information about us, our products, services and objectives. The information on this site should be regarded as an invitation to do business with us and should not be regarded as professional or investment advice. Please consult your financial planner before acting on any information on this site. We retain all copyright and other intellectual property rights in all material, including logos and other graphics and multimedia works published on or via the site. Use of this site and the online services is entirely at your own risk.

Information contained on this website is updated on a regular basis. However, due to the nature of the information, it could rapidly become outdated. We accept no liability of any kind resulting from reliance being placed upon outdated information contained on the website.

While every effort is made to represent accurate financial and technical information on an ongoing basis, inadvertent errors and typographical inaccuracies may occur. Information, laws, rules and regulations may also change from time to time. Information contained on the website is therefore made available without any express or implied representation or warranty whatsoever, and we disclaim liability for any expenses incurred, or any damage, claims or costs sustained by users arising from use of the service or reliance being placed upon any information or representations contained on the website.

All of the terms and conditions for the use of our website and associated services are detailed in a policy. Click here to read this policy.

We are committed to providing a superior investment management service in the best interests of our clients and conducting our business with integrity, due skill, care and diligence. As part of our commitment to ensuring that our clients are treated fairly, we have established a Conflicts of Interest Management Policy that sets out how we identify and manage actual and perceived conflicts of interest as they relate to the provision of investment management services. This is available on request from our Compliance Officer.
We are dedicated to the fundamental values of honesty, integrity and confidentiality in all of our relationships. We therefore respect our clients’ rights to privacy and security and actively seek to protect their personal information. Click here to read more.
We are committed to providing exceptional service to our clients. Feedback is therefore essential and we take all complaints seriously and endeavour to resolve them promptly. To this end, we have developed a Complaints Resolution System and Procedure to ensure that complaints are handled and resolved in a timely and fair manner. Click here to read more.
The Promotion of Access to Information Act, No. 2 of 2000, was enacted to give effect to the constitutional right of access to any information held by any private or public body that is required for the exercise or protection of any rights. Certain requirements have to be met in order to be granted access to any information.

We have prepared a manual to assist people who want to exercise their right of access to information. Click here to read this manual.

Click here to access the prescribed request form. Please note that a fee may apply, click here to view the fee schedule.

All information displayed on this website is subject to the copyright of Kagiso Asset Management (Pty) Ltd or its licensors.

All trademarks, logos and designs, whether registered or not, used on this website are those of Kagiso Asset Management (Pty) Ltd and are protected by both national and international intellectual property laws.

The copyright of all material, trademarks, logos and design information vesting in Kagiso Asset Management (Pty) Ltd, published on this website, shall continue to vest in Kagiso Asset Management (Pty) Ltd. Without derogating from the aforementioned, we authorise users to print a copy of the information contained on the website for personal use only. However, users may not reproduce or distribute the text or graphics to others or substantially copy the information onto their own server or link to this website without our prior written permission.

Except as otherwise stated in the website terms and conditions, no party has any right to use any copyright material, trademarks, logos or design information without our written permission. The name Kagiso and its logos, trademarks and designs may not be used in any way including, but not limited to copying, reproduction, transmission, distribution, dissemination, sale, publication, broadcast advertising or exploitation, without our prior written permission.

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