FSP No. 55826
ClearGauge Wealth (Pty) Ltd is an Authorised Financial Services Provider. Use the FSCA’s official search to verify the firm and its authorisation.
Open the FSCA searchProfessional safeguards
Your protection.
Verify the professional, understand the engagement and know where your investments and information are held.
Independent verification
Make the checks
for yourself.
Werner Gerber, CFA
Professional qualifications should be independently verifiable. The CFA Institute provides its own member directory.
Open the CFA Institute directoryAdvice and investment custody
Investment contributions are made directly to regulated investment providers and financial institutions. ClearGauge’s role is to provide advice; it does not hold clients’ investment funds.
Before proceeding, understand the product, the registered owner, the custodian and any beneficiary arrangements. If a request to change banking details seems unusual, confirm it using the published contact details before acting.
Scope, remuneration and conflicts
Before an engagement begins, ClearGauge explains the work and how it will be compensated. Permitted remuneration is disclosed, and actual or potential conflicts are managed under the Conflict of Interest Policy.
Written advice should explain the client’s objectives and circumstances, the reasoning, relevant benefits and risks, and the alternatives considered. Specialist legal, tax, accounting or fiduciary matters require the appropriate professional.
Compliance oversight and insurance
The practice appoints an independent compliance practice and states that it maintains professional indemnity insurance. Prospective clients can request current details and discuss how the oversight applies to an engagement.
Personal information
Begin with a brief introduction. Do not email account numbers, passwords, completed fact-find questionnaires or sensitive financial documents. After initial contact, ClearGauge will confirm the appropriate secure method for sharing information.
The Privacy Statement explains the firm’s information practices. The related manuals and procedures below set out the published governance framework.
Policies and procedures
Published documents · Version 1.0
Start with your question.
A short introduction is enough to begin a conversation about the appropriate next step.
Contact ClearGauge