Morgan Whitcomb

IDAD Limited, formed in 2002, has developed a reputation as a Structured Product powerhouse. Our approach is based on capital preservation first, with growth or income opportunities structured to suit different market conditions.

Terms and Conditions of use

This website constitutes a financial promotion and has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by IDAD Limited. IDAD Limited is authorised and regulated by the Financial Conduct Authority FCA FRN 740499.  IDAD is a limited company registered in England and Wales number 4521366.

The purpose of this website is to inform Independent Financial Advisors (“IFAs”) and other professional intermediaries of the products and services offered by IDAD Limited. The information in this website should not be considered as an offer to purchase securities, and nothing stated within this website constitutes advice.

Neither this website nor any documents contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction.   The material contained within is purely for information purposes and its accuracy cannot be guaranteed.  Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from the structured products are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements thereto) of the relevant product which includes information on certain risks associated with an investment.

By accessing this website you represent that you are permitted by the laws of your jurisdiction of residence to access this site and the information contained herein.

This website is not intended for residents of the United States as we are not authorised to sell our products and services in the USA.

IDAD Ltd does not give advice on the suitability of its products to private retail investors.

This website is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of IDAD Limited.

Our Website uses Cookies

Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies but parts of our site won’t work without them. By using our website you accept our use of cookies.

We will not be liable for any loss or damage arising out of or in connection with the use of this site.

(1)   I HAVE READ UNDERSTOOD AND ACCEPT THIS DISCLAIMER AND

(2)   I CONFIRM THAT I AM NOT A RESIDENT OF THE UNITED STATES AND UNDERSTAND (A) THAT THE INFORMATION THAT FOLLOWS IS ONLY BEING OFFERED TO AND IS ONLY INTENDED TO BE AVAILABLE TO PERSONS WHO ARE NOT RESIDENTS OF THE UNITED STATES AND (B) THAT IDAD LTD AND ITS AFFILIATES WILL RELY ON THE ACCURACY OF THIS INFORMATION

(3)   I CONFIRM I AM A PROFESSIONAL CLIENT OR ELIGIBLE COUNTERPARTY (as defined by the FCA)

KEY INFOMATION DISCLOSURES

AUTHORISED FINANCIAL SERVICES PROVIDER

IDAD Africa is an authorized financial services provider (FSP number 50937) in terms of Section 8 of the FAIS Act.

A copy of our license certificate is available on request.

COMPLIANCE OFFICER

For a copy of our Statutory Disclosure Notice, please click here.

CONFLICT OF INTEREST MANAGEMENT POLICY

IDAD Africa has adopted and implemented a Conflict of Interest policy that complies with the provisions of the FAIS Act.

The Conflict of Interest policy is available by emailing contact@idad.africa.

COMPLAINTS PROCEDURE

Should you wish to pursue a complaint against a key individual or representative of IDAD Africa, you should address the complaint in writing to us at contact@idad.africa.

If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 663 274 .  The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.

TCF POLICY

Our Treating Customers Fairly policy is centered around the guidelines provided by the Financial Sector Conduct Authority to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSCA seriously, in particular, the requirement to treat customers fairly.

PRIVACY POLICY

IDAD Africa is committed to maintaining the privacy and security of its customers’ personal and private information.  Our privacy policy outlines our practices and commitment to the customer and can be read Privacy Policy – IDAD.

PAIA MANUAL

This information manual provides an outline of the types of records held by IDAD Africa and explains how one may submit requests for access to these records in terms of the Promotion of Access to Information Act, 2 of 2000 (“the Act”).  It is available by emailing contact@idad.africa

WEBSITE DISCLAIMER

Whilst every care is taken to ensure that the information on IDAD Africa website is current and accurate, please click Disclaimer – IDAD to read our full disclaimer notice.