Short Term Insurance

What to expect when you set up a meeting with a financial planner at Ambiton

At Ambiton we are passionate about our people. We are confident that we can make a difference because we want to be part of your journey to financial well being. On this journey we promise to provide you with tools to empower, time to listen, knowledge to support and compassion because we care about you - the individual.

Ambiton Financial Services - as an authorised financial services provider, agree with and abide by the industry’s Code of Conduct to act continuously in a professional, honest, competent, fair, and diligent manner with due care and integrity and to treat information obtained confidentially.

Another important cornerstone to establish our relationship with you is to gather information. In order for us to do proper planning for you and to give the best advice in terms of the Financial Advisory and Intermediary Services (FAIS) Act and the Financial Intelligence Centre Act (FICA), we start by asking important questions and request relevant personal information to understand and meet your specific needs
Gathering the necessary information will enable us to assess and analyse your current situation in order to offer the best products at competitive premiums.

Our consultation will include the following discussion points:

• We will complete a lifestyle questionnaire with you in order to obtain your personal information
• We will determine your needs by completing a needs analysis to establish your personal or business risks.
• Information on your current insurance and your claims / loss experience
• We will explain the benefits offered by different products from our service providers.
• We will explain the different types of cover to you to determine your insurance needs
• We will explain the applicability of rate structures on different assets.

Following our consultation, we will consult with various Insurance Companies who we have partnered with and prepare your quotation according to your specifications and make contact with you. 

Personal lines clients can expect our feedback within 24 hours, and Commercial line clients within 72 hours.

Kindly note that we will require the following documentation in terms of the FICA Act

• Copy of your ID
• Copy of your Drivers Licence
• Proof of address / Utility Bill

Once the policy has incepted we will also need the following documentation

• Copies of vehicle registration papers
• Copies of jewelry valuation certificates
• Copies of Company Registration documents

Providing appropriate advice and a superior service to our clients is very important to us. It is also important that our clients make an informed decision about the advice given. 

When a quotation is accepted and all the necessary forms have been completed, signed and submitted, you can rest assure that your business is in safe hands. For added peace of mind, we keep electronic recordings of all our telephonic conversations.

Should you require our professional advice, please contact one of our Financial Planners who will gladly assist you.