Company profile

CP cooke v2

Cooke Fuller Group was established in 1981, and initially specialised in Estate and Retirement Planning. Today, this multifaceted Brokerage offers over 5,000 Clients access to a complete range of Insurance related products. Our success results from our subscription to "old fashioned" values in Client service, ongoing development of expertise, adaptability to changes in the Financial Services Industry and an ongoing commitment to the growth and success of South Africa. From humble beginnings in Durban, we have grown to become a composite Brokerage, a "one stop shop" where the Short Term and Long Term Insurance needs of our ever-growing Client base are serviced by a Staff complement of over 40 personnel. We remain totally committed to the future development of our Business, focussing on the needs of our Clients and improving product offerings and service levels.

Short term insurance

Cooke Fuller Insurance Brokers (Pty) Ltd is a specialist Short Term Insurance Brokerage. The Company's highly qualified Account Managers are competent to render advice to private individuals, as well as to small, medium,and large businesses in areas including:

• General domestic insurance
• Motor only insurance for high value vehicles
• General commercial insurance (fire, theft, motor)
• Body Corporate/Sectional Title insurance
• Engineering (contract works, contractor's liability, plant all risks)
• Farming (combination of domestic and commercial insurance as required by the farmer)
• Marine insurance (marine cargo insurance, boats, yachts, imports, exports)
• Specialist covers (professional indemnity insurance, guarantees, and specialist liabilities)

Cooke Fuller Insurance Brokers (Pty) Ltd offers outstanding service via delegated authority issued by major Insurers. This allows the Company to provide full administrative services including the issue of policies and efficient processing of claims. The Company holds Professional Indemnity Insurance and Fidelity Insurance. Cooke Fuller Insurance Brokers (Pty) Ltd is proud to be affiliated with FIA (Financial Intermediaries Association of South Africa), and our service and operational standards therefore comply with those set out by FIA guidelines.

Long term insurance/Financial Planning

Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd are managed by Emma
Fuller and Adrian Fuller, both of whom are Certified Financial Planners®. Emma and Adrian have combined
experience of 35 years and are both members of the Financial Planning Institute.

Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd render advice and intermediary
services in the following areas of Financial Planning:

• Investment planning (portfolio structuring, performance tracking, risk profiling)
• Retirement planning (retirement annuities, endowment policies)
• Estate planning (life cover)
• Business Assurance (partnership assurance, key man assurance, contingent liability insurance, loan
   account redemption plans)

Cooke Fuller Wealth Management (Pty) Ltd specialises in the administration of Pension and Provident Funds, as well as Group Funeral Schemes. Clients also have access to our in-house scheme, The Complete Health and Medical Plan. This Scheme, administered by Cooke Fuller Risk Benefits (Pty) Ltd, offers individual products such as Group Life Assurance, and Income Protection, at group rates. The Scheme has been developed over the past 25 years and offers a comprehensive range of Benefits to over 300 Clients.

Cooke Fuller Wealth Management (Pty) Ltd and Cooke Fuller Risk Benefits (Pty) Ltd render independent and impartial advice via contracts with all major Insurers and Investment Houses.

Our retail Clients have recognised the need for thorough and realistic retirement planning as well as the critical importance of Business Assurance. Protecting our Clients through the careful consideration of these areas of financial planning is and has always been of paramount importance to us. This, coupled with our Companies' strong succession plan, continues to provide comfort to our Clients.