Disclosure
Disclosure Regarding Affiliation with Institutional Entities
JOFFE Finance and Insurance (M.I. Finance and Insurance – Registration No. 558604901) holds a license for pension insurance under the Financial Services Supervision Law (Advisory, Marketing, and Pension Clearing System), 2005.
As part of Our license, We market the products of the institutional entities with which we have distribution agreements.
Regarding pension-related products — including education funds, pension funds, provident funds, pension insurance policies, savings policies, and other insurance products — We have an affiliation with the products we market, we are entitled to commission payments according to these distribution agreements.
As a result, there may be a preference for marketing one type of product over another.
Insurance companies we are associated with:
Migdal Insurance Company, Phoenix Insurance Company, Harel Insurance Company, Clal Insurance Company, Menora Mivtachim Insurance Company, Ayalon Insurance Company, Hachshara Insurance Company.
Investment houses:
Meitav Dash, Altshuler Shaham, Yelin Lapidot, Mor Investment House, Analyst, Infinity, IBI Investment House.
Declaration of Duty of Loyalty
We hereby declare that our activity is conducted in the best interest of the insured, even in cases where a business affiliation exists with an institutional entity.
