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Financial Services Disclaimer
Effective Date: 10 March 2026
The information provided on this website is for general informational purposes and is intended to help visitors better understand the financial services offered by Iris Wealth Management.
Iris Wealth Management is a licensed financial services provider authorised and regulated by the Namibia Financial Institutions Supervisory Authority (NAMFISA) in accordance with the financial services laws of Namibia.
While we strive to ensure that all information provided on this website is accurate and up to date, the content should not be considered personalised financial advice unless provided during a formal consultation or advisory engagement.
Financial decisions should always be made after careful consideration of your individual financial circumstances, objectives, and risk tolerance. Where appropriate, clients may be advised to seek additional professional advice such as tax or legal guidance.
Investments and financial strategies involve risks, and past performance does not guarantee future results. Iris Wealth Management cannot guarantee specific financial outcomes or returns.
By using this website, you acknowledge that any reliance on the information provided is at your own discretion and responsibility.
Regulatory Disclosure
Iris Wealth Management operates as a licensed financial services provider under the supervision of the Namibia Financial Institutions Supervisory Authority (NAMFISA).
Our services are conducted in accordance with applicable financial services regulations within Namibia, and we are committed to maintaining high standards of professionalism, transparency, and ethical conduct in all client engagements.
Clients can expect:
- Professional financial guidance
- Transparent communication
- Confidential handling of financial information
- Services aligned with regulatory requirements
For more information about financial regulation in Namibia, you may visit the official website of NAMFISA.
Client Services Agreement (Licensed Version)
Effective Date: 10 March 2026
Nature of Services
Iris Wealth Management provides licensed financial consultation, financial advisory, and financial coaching services designed to assist individuals and businesses in making informed financial decisions.
Services may include guidance related to:
- Wealth management
- Investment planning
- Financial planning
- Risk management
- Financial education and coaching
All advice provided is based on the information supplied by the client and the professional judgement of the advisor.
Client Responsibility
Clients are responsible for providing accurate and complete financial information. Recommendations provided are based on the information available at the time of consultation.
Investment Risk
All investments carry some level of risk. Market performance, economic conditions, and other external factors may affect financial outcomes. As such, specific financial results cannot be guaranteed.
Confidentiality
All personal and financial information shared with Iris Wealth Management will be treated with strict confidentiality and handled in accordance with applicable data protection practices.
Website & Client Policy
Effective Date: 10 March 2026
This policy outlines the standards, responsibilities, and practices governing the use of the website and services provided by Iris Wealth Management.
1. Professional Standards
Iris Wealth Management is committed to delivering professional financial services with integrity, transparency, and accountability. All services are conducted in accordance with applicable regulations in Namibia and the standards expected of a licensed financial services provider.
2. Client Engagement
Clients engaging with Iris Wealth Management can expect clear communication, professional guidance, and services tailored to their financial goals and circumstances. Financial consultations and advisory services are provided based on the information supplied by the client.
Clients are responsible for ensuring that all information provided during consultations or communications is accurate and complete.
3. Confidentiality and Data Protection
Iris Wealth Management respects client privacy and is committed to protecting all personal and financial information shared during consultations or through the website. Client information will be treated as confidential and will not be disclosed to third parties without consent unless required by law or regulatory authorities.
4. Ethical Conduct
Our services are delivered with a commitment to ethical financial practices, transparency in recommendations, and respect for the best interests of our clients.
5. Website Use
Users of this website agree to use the site responsibly and lawfully. Any attempt to misuse the website, interfere with its functionality, or access restricted areas without authorization is strictly prohibited.
6. Limitation of Liability
While Iris Wealth Management strives to provide accurate and reliable financial information, financial decisions ultimately remain the responsibility of the client. Iris Wealth Management cannot be held liable for financial outcomes resulting from decisions made based on the information provided.
7. Policy Updates
This policy may be updated from time to time to reflect regulatory changes, improvements in services, or operational adjustments. Continued use of the website or services indicates acceptance of the updated policy.