The website terms and conditions apply to anyone who accesses the Adviceworx
website and will govern your rights and obligations each time you access the
Adviceworx website. By using this website, you warrant that you have the
necessary legal capacity to enter and be bound by these terms and conditions,
and it means that you understand, accept, and agree to comply with these terms
and conditions.
Adviceworx shall be construed to mean both Adviceworx (Pty) Ltd and Adviceworx Advisory (Pty) Ltd).
The information and content provided on our website is for the purpose of providing
you with information about Adviceworx, the services that we render as well as financial
products and matters of interest in general. This information is not intended as advice nor
does it constitute advice (as defined in the Financial Advisory and Intermediary
Services Act, 37 of 2002), a recommendation, guidance or a proposal as to the
suitability of any financial product in respect of any financial need you may have.
Any information, any opinion or view on our website is not a solicitation, invitation or
offer by Adviceworx to enter any transaction. It should also not be considered
as investment, legal, tax, retirement, financial or any other advice or service.
Any calculators, financial planning tools or other tools made available on our
website, should only be viewed as a guideline. The accuracy and completeness of
the results of these tools cannot be guaranteed and Adviceworx will not be liable for
any inaccuracies or action taken, e.g. entering a financial product, based on
these results.
You should obtain independent professional advice before taking any action based
on the information, opinions or views on our website. That also applies to any
information, opinions or views displayed on a third party website which may be
accessed through a link on our website.
Any investment performance displayed on the Adviceworx website is for illustrative
purposes only. The value of any investment can go up as well as down, because
of changes in the values of the underlying investments or in the exchange rates of
currencies. Past investment returns or portfolio benchmark returns are not
necessarily indicative of future returns.
The services and products available on the Adviceworx website are only available
to persons who reside in, or are nationals of, or are incorporated under the laws of
the Republic of South Africa. If you are unsure if you meet this requirement, please
consult your legal or financial advisor.
We have made every effort to ensure that the information on the Adviceworx
website is accurate and up to date, and that our website or any hardware on which
it is stored, is virus free. However, we do not guarantee that the content of the
Adviceworx website is appropriate or suitable for any particular purpose, that it is
complete or accurate, or that our website or the hardware on which it is stored is
free of viruses and other harmful code which may affect your system.
All information is provided without any express or implied guarantee of any kind.
Your use and reliance on the information, products or services contained on this
site are entirely at your own risk. Adviceworx, including its directors, officers,
employees, agents, licensor, suppliers and third party information providers,
will not be liable for any damages or loss that may arise from the use of, or the
inability to use (which includes but is not limited to any interruption, malfunction,
downtime or other failure of the website or online services, delayed or failed
transmission or the loss of data or programmes), the Adviceworx website or the
breach of these terms and conditions. This includes, but is not limited to, any direct,
indirect, special or consequential loss suffered by you or any third party that may
arise, directly or indirectly, as result of the use of, or reliance upon, any content
displayed on the website or the breach of these terms and conditions.
We are dedicated to ensuring that the Adviceworx website is secure, however, we cannot provide a guarantee with regards to the security of this site. Any information transmitted through an unsecured link over the internet is subject to possible unlawful access and monitoring. Adviceworx cannot be held liable for any loss, damage, or costs that could result from interception by third parties of any information made available via this site or information intercepted through unlawful access.
This website and its contents are owned by Adviceworx or third parties and are protected by copyright. Information may only be copied, reproduced, displayed, modified, distributed or used with the prior written consent of Adviceworx or the copyright owner. You may not decompile or reverse engineer the website or related software. You may also not post or transmit to the website any unlawful content, use the website in a manner that could damage or interfere with the Adviceworx servers, networks or content displayed on the website, or gain unauthorised access to the information or restricted areas on the Adviceworx website or systems.
For your convenience, Adviceworx may provide links to third party websites of which
we may remove at any time. The information and content displayed on such
third party websites are not under Adviceworx’s control and we cannot accept
responsibility or be held liable for any information or content displayed on these
third party websites or for any loss you may suffer as result of using or relying on
the website, its information or content. You access and use these third party
websites entirely at your own risk.
We also do not necessarily endorse, recommend, support, authorise or sponsor the
website owners, sponsors or the information, products or services offered on those
websites.
Third party websites may collect personal information about you when you access
their websites. Please ensure that you familiarise yourself with the relevant privacy
and security policies relevant to those websites.
Also please ensure that you obtain professional advice before using or relying on the
information displayed on the third party websites.
Should anyone wish to establish a hyperlink, frame, metatag, or similar reference,
whether electronically or otherwise, to the Adviceworx website, Adviceworx’s prior
written permission must be obtained. It is in our sole discretion to grant such
permission or to grant permission subject to conditions specified by Adviceworx.
Any personal information that you share with Adviceworx will be treated in accordance with the Adviceworx Client Privacy Notice.
You have the right to request a copy of the personal information we hold about you. To do this, contact us at the numbers/addresses listed below and specify what information you would like. We will take all reasonable steps to confirm your identity before providing details of your personal information. Please note that any such access request may be subject to a payment of a legally allowable fee.
If any product or service on this website requires a username and a password, you are responsible for maintaining the confidentiality of your username and password and the activities that occur on your account (either with or without your knowledge). You are obliged to notify Adviceworx immediately of any unauthorised use of your username and password or any other breach of security. You may be held responsible for any losses or damages suffered by Adviceworx or a third party becuase of the use of your username and password by someone else.
If you are using a mobile device to access the Adviceworx website, the functionality and use of device is outside our control and Adviceworx does not accept any responsibility for a lack of functionality, capability or reliability of your mobile device or software to access the website.
This website is governed by South African legislation, and it is subject to the jurisdiction of South African courts.
Welcome to the Adviceworx application for electronic signatures for Adviceworx intermediaries, clients, and staff.
The use by you of the Adviceworx Secure eSign application is conditional upon the full acceptance of all these
Terms of Use by you and unconditionally agreeing to fully comply with and be bound by the Terms of Use.
Please read these Terms of Use before using the application.
Please address any comments, issues, or concerns with our IT Support team on 011 268 9614.
The Adviceworx Secure eSign application is a white labelled solution provided by QuicklySign to Adviceworx as per contractual agreement. The use of the Adviceworx Secure eSign application is therefore subject to the QuicklySign Terms of Use in addition to this Terms of Use. The application facilitates the signing of documents between Adviceworx, its representatives and clients. The documents are flattened when emailed to ensure that the signatures cannot be copied. It however remains the user’s responsibility to protect electronic client signatures so that it cannot be manipulated and used fraudulently.
The information of clients stored in this application is protected by the legislation and the Constitution of
the Republic of South Africa.
Adviceworx’s Secure eSign application users must protect the personal information of clients to ensure that
it is not accessed or disclosed unlawfully or negligently. Personal information includes all information related to a natural
or juristic person, including name, identification number, contact details, physical characteristics, financial information,
health information, etc. This list is not exhaustive.
Signed documentation from the Adviceworx Secure eSign application will also be stored in Adviceworx’s secure client relationship management system. Adviceworx will not be responsible for any loss of client information or other information stored in the Adviceworx Secure eSign application.
Warranties provided by you:
For all purposes, you confirm that -
Warranties provided by Adviceworx:
While Adviceworx will take care to provide accurate information in the Adviceworx Secure eSign application,
the information is provided without any express or implied warranty that it is complete or accurate and the onus is on you
to verify that information you use is accurate, complete, and up to date. Content is subject to change without notice.
You need a User ID and password to access the Adviceworx Secure eSign application. You are entirely responsible for:
Unless otherwise indicated in writing, all information, products, and services displayed on or accessed through
the Adviceworx Secure eSign application are exclusively for the servicing of Adviceworx representatives, clients, and staff.
You may not:
By using the Adviceworx Secure eSign application you:
Adviceworx will not be responsible for:
Adviceworx reserves the right to:
You agree to indemnify and hold harmless Adviceworx, any member of Adviceworx and its respective directors, officers, employees, agents, licensors, suppliers, and any third party information providers from and against all losses and expenses, including attorney and own client costs, resulting from any failure to adhere to these terms of use by you.
Your use of the Adviceworx Secure eSign application will for all purposes relating to its use, constitute your consent and submission to the
jurisdiction of the South Gauteng High Court, Johannesburg.
Any matter arising out of this document, including any claim arising from the use or inability to use the website is subject to and will be governed
by the laws of the Republic of South Africa in respect of both the basis of the claim (contract, delict (tort), or any other), and the law relating
to procedure and evidence.
All proceedings will be held in English and the unsuccessful party will be liable to pay all costs incurred by the successful party, including costs
as between attorney and own client.
To obtain Adviceworx’s consent as provided for in these Terms of Use please address the request to governance@adviceworx.co.za.
Date: June 2024
Version: 1.1