• +27 21 551 5957 | +27 87 802 2499
+27 21 551 5957 | +27 87 802 2499
ivan@financial-workshop.co.za
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Financial Workshop Services Offered

Business Assurance

  • Business Contingency Plan
  • Buy & Sell
  • Company-owned Policies
  • Key-Person Assurance
  • Loan Account Cover (Debit and Credit loan Accounts)
  • Preferred compensation

Income Protection Options

  • Permanent
  • Temporary

Investment Options

  • Education Planning
  • Endowments
  • Local/Offshore investment
  • Tax Free (Government Approved)
  • Unit Trusts

Medical-Aid Option

  • Domestic Care
  • New Generation (Hospital and comprehensive plans)
  • Occupational Medical Aid
  • Traditional

Medical GAP Cover

  • Medical GAP Cover

Retirement Planning (Pre-retirement)

  • Pension Fund
  • Preservers (Provident and Pension)
  • Provident Fund
  • Retirement Annuity
  • Voluntary annuity (Income Plan)

Retirement Planning (Post-retirement)

  • Life Annuity
  • Linked Life Annuity

Risk Options

  • Bond Cover
  • Disability Cover (Lump Sum Professional and own or similar)
  • Dread/Critical Illness Cover
  • Estate Planning
  • Life Cover (Term and Whole of life)

Short-term Insurance Option

  • Domestic

Unit Trusts Options

  • Lump Sum
  • Recurring
  • Satrix

Financial Workshop Licensed Services

Category Description Advice Automated Advice Non-automated Intermediary Scripted Intermediary Other
CATEGORY I
Long-Term Insurance Subcategory A ✓ ✓
Short-Term Insurance Personal Lines ✓ ✓
Long-Term Insurance Subcategory B1 ✓ ✓
Long-Term Insurance Subcategory B2 ✓ ✓
Long-Term Insurance Subcategory B2-A ✓ ✓
Long-Term Insurance Subcategory B1-A ✓ ✓
Short-Term Insurance Personal Lines A1 ✓ ✓
Long-Term Insurance Subcategory C ✓ ✓
Retail Pension Benefits ✓ ✓
Pension Funds Benefits ✓ ✓
Participatory interests in a collective investment scheme ✓ ✓
Health Service Benefits ✓ ✓

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