Disclaimer

Alt RE Capital Management (Proprietary) Limited (T/A Alternative Real Estate) is an authorised financial services provider (FSP No. 35976). This document has been issued by Alternative Real Estate for information purposes only. Alternative Real Estate has based this document on information obtained from sources it believes to be reliable but which it has not independently verified. Alternative Real Estate makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness. Expressions of opinion are those of Alternative Real Estate only and are subject to change without notice. This information is not intended to be a recommendation, offer or invitation to take up securities or other financial products. This information is general information only and is not intended to constitute a securities recommendation or solicitation. This advice does not take into account the investment objectives, financial situation and particular needs of an investor. Before making an investment decision we suggest you take these factors into consideration and recommend that you consult a financial advisor, broker or banker. Our Products are a niche offering aimed specifically at sophisticated investors who have sufficient other assets to provide liquidity. Alternative Real Estate and its affiliates and/or their officers, directors and employees may have positions in any securities mentioned in this document (or in any related investment) and may from time to time add to or dispose of any such securities (or investment). Alternative Real Estate and its affiliates may act as market maker or have assumed an underwriting commitment in the securities of companies discussed in this document (or in related investments), may sell them to or buy them from customers on a principal basis and may also perform or seek to perform investment banking or underwriting services for or relating to those companies. Past performance is not necessarily a guide to future performance. The value of any investment or income may go down as well as up and you may not get back the full amount invested. In case of investments for which there is no recognized market it may be difficult for investors to sell their investments or to obtain reliable information about its value or the extent of the risk to which it is exposed.

Disclosure

Disclosure of Alt RE Capital Management (Proprietary) Limited (T/A Alternative Real Estate), Company registration

2007/030410/07, FSP Number 35976 in terms of the Financial Advisory and Intermediary Services Act (FAIS).

In terms of the Financial Advisory and Intermediary Services Act (FAIS) the following information must be disclosed to clients:

Hayden Chad Bamford (Identity Number: 690213 5100 080) is the Key Individual of Alternative Real Estate (FSP 35976).
Alternative Real Estate holds a category I, category II and category IIA FSP licence.
Alternative Real Estate is authorized to provide financial advisory and/or intermediary services with respect to:

CATEGORY I (Advice & Intermediary Services): Securities and Instruments: Shares, Money market instruments, Debentures and securitised debt, Bonds, Derivative instruments, Participatory interests in Collective Investment Schemes, and Deposits defined in the Banks act – 12 months or less.

CATEGORY II (Discretionary FSP): Securities and Instruments: Shares, Money market instruments, Debentures and securitised debt, Bonds, Derivative instruments, and Participatory interests in Collective Investment Schemes.

CATEGORY IIA (Hedge Fund FSP):

Contact details for Alternative Real Estate:

PHYSICAL ADDRESS: 1st Floor, York House, Tybalt Place, Treur Close, Waterfall Office Park, 1658
POSTAL ADDRESS: PO Box 137, Stellenbosch, 7599, South Africa
TEL +27 21 300-4036
FAX +27 11 325-6514
DIRECTOR: Hayden Chad Bamford
EMAIL: haydenb@altre.co.za

Alternative Real Estate does hold professional indemnity cover and fidelity insurance cover. A list of shares held in any product provider by either Alternative Real Estate or its director may be obtained at Alternative Real Estate’s office or upon request. Should the business earn more than 30% of its commission within the past 12 months from any one client or product provider, a list of such clients or product providers may be obtained at Alternative Real Estate’s office or upon request.

Alternative Real Estate is committed to comply with FAIS since the purpose of the Act is to protect the client. In this regard a complaints resolution system is in place, which you may obtain at Alternative Real Estate’s office or upon request. If you have any queries, please do not hesitate to send a fax to +27 11 325-6514 OR e-mail to haydenb@altre.co.za If you are not satisfied with the response to your fax or e-mail, you may approach the Ombud at PO Box 74571, Lynnwood Ridge, 0040, or at telephone number +27 12 470-9080/99, fax +27 12 348-3447 or e-mail info@faisombud.co.za

Alternative Real Estate’s compliance practice is Independent Compliance Services (Pty) Ltd, represented by Hendrik Goosen. Their contact details are as follows: ADDRESS: Office 9, Heritage Square, C/O Gladstone & Vrede Street,  Durbanville, 7551 TEL: (021) 975 6468. FAX: (086) 628 4567. 

To access our PAIA Manual, please click here.