1. INTRODUCTION
    1. UNGERER HEALTH BROKERS is an authorised financial services provider in terms of the Financial Advisory & Intermediary Service Act and regulated by the Financial Sector Conduct Authority (“FSCA”). The FSP number is 24200.
    2. UNGERER HEALTH BROKERS specialize in Health Care and offers a one stop service as far as medical scheme administration of our clients is concerned.
  2. COMPANY CONTACT DETAILS (Section 51(1)(a))
    1. Information Officer: Madelein Ungerer
    2. Postal Address: PO BOX 55216, Eerste Myn 9466
    3. Street Address: 3 Maritz street, Dagbreek, Welkom 9460
    4. Telephone Number: 057 3574138 / 082 381 7890
    5. Email: ungererhealth@ripplesoft.co.za
    6. Website: www.ungererhealth.co.za
  3. ACCESS TO RECORDS (Section 51(1)(b))
    1. The Promotion of Access to Information Act (“PAIA”), grants a requester access to certain records of a private body if the said records are required to exercise or protect any rights of the requester. Should a public body lodge such a request, it must be acting in the public interest.
    2. Any request for information in terms of PAIA, must be made in accordance with the prescribed form and manner, at the rates provided. The prescribed form and manner and the tariff are dealt with in section 6 and 7.
    3. The South African Human Rights Commission (SAHRC) has compiled and published a useful guide in terms of section 10 of PAIA, containing valuable information for the purposes of exercising any right in terms of PAIA.
    4. The guide is made available in all official languages on the website of the SAHRC at the following URL: https://www.sahrc.org.za/home/21/files/Section%2010%20guide%202014.pdf
    5. The contact details of the SAHRC are as follows:
      Postal Address: : Private Bag 2700, Houghton, 2041
      Telephone Number : 011 877 3600
      Fax Number : 011 403 0625
      Website : www.sahrc.org.za
  4. RECORDS AVAILABLE IN TERMS OF OTHER LEGISLATION (Section 51(1)(c))
    1. [Please note that each entity needs to assess which legislation is applicable to it and thereafter list such legislation, below is just an example for ease of reference]
    2. Basic Conditions of Employment Act, 75 of 1997
    3. Companies Act, 71 of 2008
    4. Compensation for Occupational Injuries and Health Diseases Act, 130 of 1993
    5. Copyright Act, 98 of 1978
    6. Employment Equity Act, 55 of 1998
    7. Financial Advisory and Intermediary Services Act, 37 of 2002
    8. Financial Intelligence Centre Act, 38 of 2001
    9. Income Tax Act, 95 of 1967
    10. Labour Relations Act, 66 of 1995
    11. Occupational Health & Safety Act, 85 of 1993
    12. Skills Development Act, 9 of 1999
    13. Unemployment Insurance Act, 63 of 2001
    14. Value Added Tax Act, 89 of 1991
  5. SCHEDULE OF RECORDS (Section 51 (1)(d))
    1. Records that are available without having to submit a request in terms of PAIA:
      1. Marketing material
      2. Pamphlets
    2. Records that must be requested in terms of PAIA:
      1. Memorandum of Incorporation
      2. Minutes of Board of Directors meetings
      3. Records relating to the appointment of directors/ auditor/secretary/public officer and other officers
      4. Share Register and other statutory registers
      5. Annual Financial Statements
      6. Tax Returns
      7. Accounting Records
      8. Banking Records
      9. Asset Register
      10. Rental Agreements
      11. Invoices
      12. PAYE Records
      13. Documents issued to employees for income tax purposes
      14. Records of payments made to SARS on behalf of employees
      15. Regional Services Levies
      16. Skills Development Levies
      17. UIF
      18. Employment contracts
      19. Employment Equity Plan
      20. Medical Aid records
      21. Pension Fund records
      22. Disciplinary records
      23. Salary records
      24. Disciplinary code
      25. Leave records
      26. Training records
      27. Training Manuals
  6. FORM OF A REQUEST FOR INFORMATION (Section 51(1)(e))
    1. A requester must use the prescribed form “Form C” (available for download on the Department of Justice and Constitutional Development “DOJ” website) to request access to the information as per 5.2. above.
    2. Form C can be downloaded from the following URL: https://www.justice.gov.za/forms/paia/J752_paia_Form%20C.pdf
    3. The request must be addressed to the responsible person as indicated in section 2.
    4. The requester must provide sufficient detail on Form C to enable the contact person of the company to establish who is requesting the said information as well as what information is being requested and in what format.
    5. The requester must provide sufficient detail in respect of his/her contact details and if the requester wishes to be informed of the decision of the company in any manner (in addition to written) the manner and particulars thereof.
    6. Lastly, the right which the requester is seeking to exercise or protect with an explanation of the reason the record is required to exercise or protect the right.
    7. After the company has decided on the request, the requester must be notified in the required form.
    8. If the request is granted then a further access fee must be paid for the search, reproduction, preparation and for any time that has exceeded the prescribed hour to search and prepare the record for disclosure.
  7. PRESCRIBED FEES (Section 51(1)(f))
    1. A requester who seeks access to a record containing personal information about that requester is not required to pay a request fee.
    2. Every other requester, who is not a personal requester, must pay the required request fee, as prescribed from time to time.
    3. If the preparation of the record requested requires more than the prescribed hours (six), a deposit shall be paid (of not more than one third of the access fee which would be payable if the request were granted). A requestor may lodge an application with a court against the tender/payment of the request fee and/or deposit.
    4. Records may be withheld until the fees have been paid.
    5. The fees can be downloaded from the following URL:
      www.sahrc.org.za/home/21/files/PAIA%20Notice%20on%20fees.pdf
  8. AVAILABILITY OF THE MANUAL (Section 51(3))
    1. This manual is available for inspection at the offices of the company free of charge upon prior arrangement with the said contact person of the company as per section 2.
    2. A copy is also made available on the website of the company.