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LifeCycle

LEGAL
INFORMATION

Conflict of Interest (COI) Management Policy

This document embodies the conflict of interest management policy for D and D.

“Conflict of interest” means any situation in which officers of D and D or its employees has an actual or potential interest that may, in rendering a financial service to a client influence the objective performance of his, her or its obligations to that client; or prevent D and D; its officers or its employees from rendering an unbiased and fair financial service to that client, or from acting in the interests of that client, including, but not limited to...

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Complaints procedure

D and D is an authorized financial services provider (‘FSP’), licensed in terms of the Financial Advisory and Intermediary Services Act (the FAIS Act) and an approved administrator in tems of section 13B of the Pension Funds Act. We always appreciate client feedback, which we use to improve our offering to you. The purpose of this document and the complaints management process is to set out procedures on how to lodge a complaint and to ensure that we are able to resolve all complaints.

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Treating customers fairly policy

The management and all who work at TheCycle Group (“TheCycle”) are committed to providing the highest possible level of service in satisfying or exceeding the requirements of our clients. This level of service is achieved through quality management and by ensuring the fair treatment of all clients, irrespective of their allocation size with TheCycle. Clients are core to the continued success and growth of our business and delivering optimal customer outcomes are imperative to this.

Treating Customers Fairly (TCF) is an outcomes based approach designed to ensure that specific, clearly articulated fairness outcomes for financial services customers are delivered by regulated financial institutions. TheCycle aims to illustrate that we deliver the six outcomes to our clients throughout the product life cycle, from product design, management, reporting, servicing and complaints handling.

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Protection of Personal Information Act

THE CYCLE has always been committed to provide an appropriate level of security and privacy for personal information about current, past and prospective data subjects (which would include customers, intermediaries, business partners and employees) that comes into its possession or custody.

This Privacy Policy contains twelve principles that are to be adhered to by THE CYCLE regarding the processing, that is the collection, use, disclosure, storage and destruction of personal information about  any natural (living) or juristic person (or any identifiable individual)...

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D and D The Cycle Pty(Ltd)

13B Administrator 24/767
Authorised Financial Services Provider
FSP no: 45863

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