Policy Update

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Terms and Conditions Appropriate financial advice can only be furnished after full and proper disclosure of relevant personal and private information about the client; Such information is furthermore required to – A] determine my financial situation, financial product experience and financial needs and objectives; B] acquire, maintain and service my financial product or to render related intermediary services. Such information may include any information relating to, or interest in – A] Long-term insurance; B] Collective investment schemes; C] Pension funds; D] Any other financial product or service. My / our interests will be best served for stated purpose if any and all such information is provided by – A] The Financial Services Exchange [Pty] Ltd, trading as Astute, or any other institution providing a mechanism for the transmission of such Information, or B] any other authorized financial services provider. I / we herewith give consent to the Financial Service Provider and / or his authorized user[s], below to obtain such information through Astute: Financial Service Provider: Epic Wealth Pty Ltd FSP License Number: 45858 I\we confirm that the Financial Service Provider and\or his authorized user[s] will be acting on my / our behalf and I / we hereby waive any right to privacy only for the stated purpose. All information so obtained must be treated as confidential by the Financial Service Provider and / or his authorized user[s] and may not be made public in any way without my / our written consent. This consent to obtain information will remain effective until cancelled by me / us in writing.