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Policies

We’re committed to upholding the highest standards of compliance, transparency, and accountability in everything we do. This page provides access to our Terms & Conditions, regulatory license information, and other essential disclosures, reflecting our rigorous adherence to all relevant laws and industry regulations. Our internal processes and robust compliance framework ensure we consistently protect our clients’ interests while maintaining ethical and professional conduct. By prioritizing integrity at every level, we aim to foster lasting trust and confidence in our services—empowering our clients to make informed financial decisions with peace of mind.

FSP License Details

Disclosure notice

Conflict of Interest policy

Complaints resolution procedure

Privacy policy

Treating Customers Fairly (TCF) policy

Wealthfront (Pty) Ltd (Reg No. 2024/071953/07), trading as “Navigate Wealth,” is a South African financial advisory firm and an authorised Financial Services Provider (FSP No. 54606). The information on this website is for general informational purposes only and does not constitute financial, investment, tax, legal, or other professional advice. While we strive to ensure that the information is accurate and up to date, we make no warranties of any kind regarding its completeness or reliability. Any reliance you place on such information is strictly at your own risk. Past performance is not necessarily indicative of future results. Before making any financial decision, you should consider your personal circumstances and, where appropriate, seek professional advice. Navigate Wealth will not be liable for any losses or damages arising from the use of this website or any reliance on the information provided herein. For tailored advice, please contact our qualified advisor/s directly. Full terms and conditions are available upon request.

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