Our Services

"Together we have over 41 years of "hands-on" experience."

Additional information

Please note that a copy of the Brokerage license is available upon request. Additional information that we are required to provide you with is recorded on this page.

Financial Services & Products

I have training and experience to advise my clients in the following business lines: General Financial Planning; Estate Planning; Retirement Planning; Health Care; Investment Planning; Short Term Insurance

Financial Services Board (FSB)

The FSB regulates the Financial Services Industry and requires us to disclose certain information to you.

Lee Stoch

As required by the Financial Advisory and Intermediary Services Act 2002 (FAIS), I am required to provide you with certain information relating to my professional financial planning services. I, LEE STOCH, am an Independent Financial Adviser, Principle in my practice, Key Individual and Representative licensed as a FINANCIAL SERVICES PROVIDER under license # 3526.

I have been in practice since 1990. I have achieved a formal qualification and hold a Diploma in Business Management – July 1988. I have written and passed both of the Financial Services Board Regulatory Exams in 2011. My education within the Financial Service Industry is ongoing.

Simeon Watson-Stoch

As required by the Financial Advisory and Intermediary Services Act 2002 (FAIS), I am required to provide you with certain information relating to my professional financial planning services. I, SIMEON WATSON-STOCH, am a Representative and a Key Individual of the above Brokerage, which is a licensed FINANCIAL SERVICES PROVIDER under license # 3526.

I have been in the industry since 1998. I have attained a Certificate in Financial Planning, which affords me the required 120 credits I am required to have as a Broker. I have written and passed both Financial Services Board Regulatory Exams in 2011. My education within the Financial Service Industry is ongoing. I have been in practice since November 2009.

    • All classes of long term insurance policies (cat a; b; c)
    • Pension funds benefits (excluding retail)
    • Retail pension benefits
    • Health services benefits / medical aids
    • Securities & instruments: money market instruments
    • Participatory interests in collective investments schemes (unit trusts)
    • Short term insurance: personal and commercial lines

    As a representative, I am authorised and licensed to render advice and recommend financial products in respect of the financial products types listed.

    Very Important

    In order for me to provide you with appropriate financial planning products; it is important that you give me sufficient particulars of your financial affairs.

    Failure to make a full disclosure could result in our advice being compromised and may result in you making a financial commitment to a product which is inappropriate to your needs and objectives.

    Leesure Assurance Brokers cc operates on the basis of full transparency and, as such, will disclose all commissions and fee structures to you upfront. I am paid for my services with commissions received from various companies with whom I interact on your behalf. I am not paid/given any form of incentive by any of the Product providers.

    I am required to disclose that, in the last twelve months, Leesure Assurance Brokers cc has received in excess of 30% if its total remuneration, including commissions, from Discovery Life. Various additional consulting is undertaking on a fees basis and will be discussed with you prior to any advice dispensed.

    Compliance With Financial Advisory And Intermediary Services Act

    By law we are required to report all our business dealings to a Compliance Officer 'Fredericka Eilers'.

    Location: Unit 4, Northumberland House, Cnr Parklands main Road & Northumberland Close, Parklands, Cape Town
    Tel: 021 557 8178
    Cell: 082 556 9092
    Fax: 086 537 7840
    freddie@assent.co.za

Waiver of Rights

Professional Indemnity Cover

The Brokerage has the above cover for
R 3 000 000 with Centriq Insurance Company Limited and has held such PI cover since 2004.

Financial Intelligence Centre Act

In terms of the Financial Intelligence Centre of Act (FICA), I/we am/are an “accountable institution” and as such, am obliged to report any suspicious and unusual transactions that may facilitate money laundering to the authorities.

Conflict Of Interest Policy

In terms of Section 3A(2)(a) of the General Code of Conduct, we have adopted, maintained and implemented a Conflict of Interest management Policy that complies with the provision of FAIS Act.

Contracts with Product Suppliers