Our brand promise is “We see it differently” – and our track record illustrates that we certainly do. We’ve always taken the innovative route, developing systems that meet legal and regulatory requirements, to future-proof and de-risk our clients, and provide them with efficiency, convenience and cost savings.
Although our roots stretch back nearly three decades (and our leadership collectively boasts decades of experience in both the insurance and finance sectors), we first took the Fulcrum name in 2012. We officially launched to the market in 2013.
From the start we’ve provided specialist financial and back-office support to brokerages, UMA’s and insurance companies, helping them to optimise and de-risk their operations, save money and focus on what they do best: providing their customers with advice and service.
Today, after the disposal in 2019 of our Fulcrum Flexi (FlexiBroker) insurance management system, our acquisition finance, broker equity partnerships and Treasury asset management businesses, we focus on our two core businesses, which operate under a common holding company:
FULCRUM COLLECTIONS
We ensure that premium collections for brokers, UMA's and insurers are accurate, timely, efficient and risk-free. We’re a leader in this field: our latest premium collections system, Fulcrum AirCollect™, is a game-changer for the insurance industry – and we believe it’s a world first.
FULCRUM PREMIUM FINANCE
We provide premium finance to brokers and their clients. In particular, companies covered by multiple lines of insurance with various insurers; or companies that pay premiums annually. With Premium Finance, cash flow requirements aren’t impacted and there’s no need to approach a bank.
Fulcrum Collect (Pty) Ltd is registered with the Payments Association of South Africa (PASA) as a Third-Party Payment Provider in terms of SARB Directive 1 of 2007
Fulcrum Collect (Pty) Ltd is registered with the Financial Sector Conduct Authority (FSCA) as an Authorised Financial Services Provider. FSP 50705
Contact details of the Key Individuals
Name: Jade Jensen
Email: info@fulcrum.co.za
| CATEGORY DESCRIPTION | ADVICE AUTOMATED | ADVICE NON-AUTOMATED | INTERMEDIARY SCRIPTED | INTERMEDIARY OTHER |
|---|---|---|---|---|
|
Category 1 |
|
|
|
|
|
Long-Term Insurance subcategory A |
|
|
|
X |
|
Short-Term Insurance Personal Lines |
|
|
|
X |
|
Long-Term Insurance subcategory B1 |
|
|
|
X |
|
Long-Term Insurance subcategory B2 |
|
|
|
X |
|
Long-Term Insurance subcategory B2-A |
|
|
|
X |
|
Long-Term Insurance subcategory B1-A |
|
|
|
X |
|
Short-Term Insurance Personal Lines A1 |
X |
|
X |
X |
|
Short-Term Insurance Commercial Lines |
|
|
|
X |
T: +27 (0)86 001 8018
E: info@fulcrum.co.za
PHYSICAL ADDRESS
Ballyoaks Office Park
1st Floor, Lacey Oak House
35 Ballyclare Drive
Bryanston
2191
POSTAL ADDRESS
PO Box 849
Riverclub
Gauteng
2149
Download: Fulcrum Statutory Disclosure Notice April 2024 (156 KB)
Download: Debit Order Mandate 2022 (1.1 MB)
Download: Fulcrum Collect (Pty) Ltd B BBEE Certificate (460 KB)
Download: PAIA Manual (438 KB)
Download: PAIA Manual – Afrikaans (438 KB)
Download: FSP License (812 KB)
Fulcrum Collect (Pty) Ltd is an Authorised Financial Services Provider. FSP 50705