Complaints Procedures

Should you wish to pursue a complaint against a key individual or representative of Optima Wealth, you should address the complaint in writing to us at info@optimawealth.co.za.

Optima Wealth has a formal Complaints Management Framework in place. Should you wish to review this framework that contains the formal complaints process, you may request a copy by contacting us at info@optimawealth.co.za.

If you are unable to resolve your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud at info@faisombud.co.za or call 0860 324 766. The Ombud provides a redress mechanism for any inappropriate financial advice you believe may have been given by a financial advisor.

Contacts

James@optimawealth.co.za

(+27) 082 826 5543

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Complaint Procedures

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