About Us

With a collective experience of more hundred years in the South- African Financial Industry, we pride ourselves in delivering expert advice and service to our clients.

 

Our Vision

To be the brokerage of choice for clients and brokers -
by driving our value proposition and ensuring continuous
growth through knowledge and systems.

Our Mission

To ensure that our clients have access to the best
financial advice through properly trained brokers.

Our Values

To be committed to ensure that our clients have a
personal experience with interactions with Blueline
Independent by living our values of being:

  • Ethical
  • Diligent
  • Committed
  • Reliable

Corporate Governance

Compliance Officers : Keycomply
Auditors :

DOCUMENTS to be attached:

  • FSB License
  • CMS Accreditaion
  • Statutory notice
  • Resolution of conflict of interest policy
  • Complaints resolution procedure

Life / Risk Cover

When you die, your family may not be able to cope with everyday living expenses. They may also have to pay off any remaining debt
that you may have