Corporate Governance

Risk Management and Financial Services Industry Compliance

At Personal Trust International we subscribe to the principles of corporate governance. We believe that the affirmed ethical standards are key to the foundation of a successful business. This commitment is instilled throughout our company to ensure best business practice, client security and longevity, and long-term business success.

The independent chairman of our audit committee oversees the effective risk management of all our company operations - this includes compliance with all applicable legislation and regulations and supervision of operational controls; financial management; investment analysis; and human resources. Furthermore we are audited by an independent external audit firm.

Personal Trust International is an authorised and licensed financial services provider and our licence number 707 has been issued by the Financial Services Board in terms of the Financial Advisory and Intermediary Services Act.

We are also proud of our membership of the Fiduciary Institute of South Africa and the Association for Savings & Investment SA. These organisations require their members to adhere to stringent codes of conduct that further serve to reinforce our commitment to corporate governance. The active involvement of our directors and employees in these various organisations also ensures that we are at the forefront of new developments.  Should you wish to lodge a complaint, please email compliance@ptrust.co.za.

The Personal Trust Conflict of Interest Management Policy is available to download in pdf format.

Download here