Termination of business

Client Cancellation Voluntarily

In the case where the client voluntarily seeks to terminate the business relationship with the FSP, a confirmation will be sent to the client within 5 working days and we will ensure all business is concluded or handed over to the new advisor as requested by yourself. 

Client Removal

We, as the FSP, will confirm the notification to terminate the business relationship with the FSP in writing, providing reasons for this, as well as an appropriate notice period (30 days). We will ensure all outstanding business is concluded or handed over to the client. We will also refer you to obtain Financial Services elsewhere. 

Contact Us

Complete and submit the form below and we will contact you

Contact Details

Rivonia Office

Physical Address:
Wexford House, Three Seasons Office Park
7 Spring Street

Tel: 011 028 8900
Fax: 0866 868 539
Email: dave@davepohl.co.za

Postal Address:
P O Box 1225

Knysna Branch

Physical Address:
Shop 2 Frank Menezes Centre
66 Main Street

Tel: 044 382 4040
Fax: 044 382 4421
Email: cwarne@davepohl.co.za