TAX LICENCE Sample Clauses

TAX LICENCE. South African Tax Institute for Tax Professionals (SAIT) Tax Technician™ 19208746 South African Revenue Service CLIENT AND HC VAN DER XXXX TO INITIAL HERE ……………………………… Tax Practitioner PR1193813 disclosure to client in terms of FAIS legislation from 1 april 2018 lemons into lemonade Introduction Lemons into Lemonade Financial Planners CC is an Authorised Financial Services Provider with the Financial Sector Conduct Authority (FSCA), previously known as FSB (Financial Services Board, South Africa) to provide clients with advice and financial products in certain licence categories. Charné van der Xxxx is also a Registered Tax Practitioner with SARS and The South African Institute of Tax Professionals (SAIT) as a General Tax Practitioner/Tax Technician which entitles me to be a Commissioner of Oaths. These institutions (FSCA, SAIT & SARS) require me to adhere to Professional Code of Conducts which is incorporated with all my administrative procedures and communications. Work on email is encouraged as it serves as written records. Due to strict record keeping requirements, clients will be required to sign certain documentation after advice was received from me (the content of which is subject to the client's approval). When in force, my office will adhere to the new POPI legislation. I am also, in terms of legislation, obliged to make known certain information about my business to prospective clients, namely : The Business (the "Provider") Lemons into Lemonade Financial Planners CC started in November 2001. It was registered as a Close Corporation in 2002 with CIPC (South Africa) with registration number CK2002/000421/23). Charné van der Xxxx is the only CC member. The business is based in Stellenbosch since its inception and is registered to provide financial services only in certain categories. The Advisor (the "Representative") Charné is the only Representative who can give advice. I have been in the financial & tax industry full time since the early nineties. A short CV is available on the website at xxx.xxxxxx.xx.xx.
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