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Resources

Helpful Information & Policy Resources

Access important policy documents, regulatory information and useful website resources from one place.

Important Documents

Policies & Regulatory Information

These links provide access to key policy and regulatory information relevant to the Cherokee Wealth website and Discovery financial services environment.

Policy Document

Conflict of Interest Policy

Read the current policy governing the identification, disclosure and management of conflicts of interest.

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Policy Document

Complaints Policy

Review the complaints management framework and the process for lodging or escalating a complaint.

Open policy

Privacy

Privacy Statement

Learn more about how personal information is handled and the privacy principles that apply.

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Website Disclosure

Legal & Regulatory Information

View Cherokee Wealth website disclosures, company details, complaints information and regulatory links.

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Product Information

Looking for Information About a Service?

The Services section gives you a starting overview of the main areas Cherokee Wealth can discuss with you, including health, protection, investments, retirement, insurance and banking.

Health

Medical aid and related healthcare conversations.

Protection

Life insurance and group risk solutions.

Wealth

Investments and retirement planning conversations.

Insurance & Banking

Car and home insurance and Discovery Bank.

Additional Resources

More Information

Find key policy documents, privacy information and regulatory resources relevant to Cherokee Wealth and the Discovery solutions discussed on this website.

Latest Updates

From Cherokee Wealth