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.
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.
Financial Intelligence Centre Act
Professional Indemnity Cover
Conflict Of Interest Policy
Waiver of Rights
Contracts with Product Suppliers
Authorised Financial Services Providers FSP # 3526. Designed by Home Tree