About | Mont Blanc Financial Services

Our Values

Since its arrival on the short-term insurance scene in 1999, Mont Blanc Financial Services has established itself as a serious and dynamic industry player. Although the company is still only in its adolescence, it is changing the face of modern insurance as we know it, and has matured into one of South Africa’s premier independent short-term brokers while always aspiring to reach new heights and break new ground.

We strive to retain and grow our client base through providing solid, reliable, technically-correct and innovative advice to address any insurance, risk management and financial needs. We strive to create and maintain a close working relationship with our clients, which is why we consider them more as partners.

Complaints Policy

Conflict of Interest

Our Mission

To retain and grow our client base through our commitment to providing first-rate service and leading-edge insurance solutions that translates into real value for all stakeholders.

Our Vision

Utilize our extensive knowledge and expertise to become a dominant national market leader while conducting business with honesty, transparency and integrity.

Our Code Of Conduct

We strive to set the bar for industry service while treating our clients with trust, honesty and integrity. Our clients’ interests always come first.

We Will:

At all times, and in relation to all parties, conduct our business honestly, transparently, with integrity and in good faith.
Put the interests of our clients above all else – even our remuneration.
Keep clients’ information confidential and use it only when negotiating, maintaining, renewing or servicing their financial needs, unless consent has been obtained.
Comply with all legislation, acts and regulations relating to the financial services industry.
Ensure our employees fully understand members’ obligations under this code, and that they are kept up to date with any other guidelines that may be issued.
Ensure any statements we make – whether in advertisements, circulars, or publicity or promotional material – are factually correct and do not contain misleading or extravagant claims.

Stipulations:

Make management and executives, both individually and collectively, account to regulators and other stakeholders for failed governance process and protocol.
Protect, promote and advance the image, standing and common interest of the professional financial services industry.
Consistently promote the improvement and standard of financial products, financial advice and intermediary services provided within the industry.
Promote and uphold high ethical standards and good business practices within the financial services industry to ensure the sector as a whole maintains a good image and reputation.
Make current and potential clients aware that we impose the code on ourselves to distinguish us from average industry expectations.
Stay relevant within the financial services industry and up to date with legislative and regulatory changes; and implement these changes at the strategic, operational and risk management levels.

Services and Technology

We set exceptional standards through understanding there is only one way to run a successful business. All our employees believe they have a role to play in continually improving service, and they are valued for their contribution. Highly advanced management and IT solutions complement this by keeping us ahead of the curve, enabling us to understand and even predict future events.

Business Management Systems

We customise advanced business and IT solutions to meet the requirements driven by emerging trends and expanding markets. These cutting-edge solutions are either developed in-house or are outsourced to niche specialists, allowing us to be highly competitive in the market, giving us greater control of our business, and ultimately benefiting you, the client. We regularly revisit existing strategies, systems, procedures and processes to ensure our business remains at the forefront of innovation in the financial services industry.

Finding Your Specific Needs

Personal

Business

Wealth

All Risks

In an ever-growing world filled with new and exciting gadgets being designed, developed and released on a daily basis; it's no wonder that the human race is becoming more and more reliant on these items to keep up with the times.

Car Insurance

Your vehicle is an integral part of your life and at Mont Blanc Financial Services (MBFS), we understand the desire of wanting to get from point A to B without any hassles.

Household Contents

Your furniture is what makes a house a home, and is a reflection of who you are. Protect your most valuable assets and ensure a better night’s sleep knowing that we’ve got you covered.

Bike Insurance

We at Mont Blanc Financial Services understand that we have an actively growing biker community, and as such, realise that you have unique insurance needs.

Vespa

We at MBFS understand that Vespa isn't just a scooter brand, it’s a lifestyle. Your classic italian work of art deserves to be cherished and protected at all times, and we are here to do just that.

Mobile Electronics

What is “all risk” cover? Simply put - cover for the portable possessions you carry with you on a day-to-day basis. We’re talking cellphones, cameras, smartwatches, jewelry, laptops, tablets and much more.

Travel

Reimburses a traveler for prepaid, nonrefundable travel expenses. Providers vary on acceptable delays, missed connection and missed events causes the amount of reimbursement available.

Building

Our homes and businesses are structures that demand the best from insurance, Mont Blanc Financial Services feels the same about it's premises, and everything that forms a part of it.

Computer Equipment

At Mont Blanc technology is without a doubt just as crucial as the human element, because of the way it supports our goals of efficiency and accuracy.

Cyber Liability

Cyber Liability is the term used when a person or company has their computers, networks and IT Infrastructure breached or has their computers and or networks used for criminal activity.

Film

Let us protect your investment with our film insurance policy. We understand that film producers face unique circumstances in the uncertain and highly competitive world of the film arts.

Transport

We’ve got you covered. Our transport insurance offers coverage on all risks that could occur when goods that are in transit may be damaged, lost or delayed.

School

Mont Blanc has established a deep understanding of the insurance needs of schools, and can offer a unique and specialized product.

Aviation

MBFS is able to provide cover for everything from the weekend sports aircraft and small experimental kit aircraft, to very light jets and turbine helicopters.

Marine and Cargo

Our cargo insurance covers goods in transit - during land, sea, air or rail transportation.

Critical Illness

Critical Illness Cover is a way of assuring against the massive impact that health problems and traumatic events can have on your life.

Disability

Disability Cover offers you a chance to protect yourself and your income from the chance of becoming permanently ill or disabled.

Education Planning

Education Planning is a way of securing funds for future school and University education costs, a vital way of reaching for your family’s potential.

Estate Planning

Estate Planning means that after the time of your death, the transfer costs of your wealth and assets will be neatly covered by our cover.

Funeral

Funeral Cover is a type of life insurance that allows you to cover the costs of burial services for you or a loved one.

Income Protection

Income Protection is a way of securing your financial security in the wake of not being able to earn due to accident, unemployment or illness.

Insurance Trust

The non-amendable Insurance Trust Cover refers to the setting aside of cash for the sole purpose of being used for paying estate taxes, or investing the Life Cover policy proceeds over to one or more beneficiaries.

Life

Life Insurance is a way of protecting one’s family and loved ones against financial loss in the event of an untimely death or as a way of securing a pay-out at a certain age in one’s life.

Medical Aid

Our medical aid plans cover all your approved chronic medication, certain health checks, and emergency visits depending on your medical preferences.

Asset Endowment

A company usually takes out an Asset Endowments Plan when they are wanting to donate financial assets to a non-profit group, individual or institution.

Business Trust Protection

Business Trusts are first and foremost about protection, they are a way of protecting your business assets from exposed risk.

Buy Back

A Buyback Agreement refers to the process that a company goes through to purchase back any unresolved shares on the open market.

Contingent Liability

Contingent Liability Cover refers to a policy that a company takes out on the life of a director or an employee that stands as a sort of guarantee for any debts that the business might take on.

Retention Plan

A Retention Plan is a way of incentivising and motivating current and future employees to remain within a company.

Group Retirement Annuity

Companies set up Group Retirement Annuity Plans for the benefit of their employees when they are looking to retire.