Statutory publication
Section 51 of PAIAPublished as required of every private body. Requests for access to records, and POPIA requests, are dealt with by the Information Officer in accordance with this Manual.
PAIA and POPIA Manual
What records the Company holds, how to request access to them, the prescribed fees, and how the Company processes personal information. Information Officer: Mthokozisi Brian Mhlongo — Information Regulator registration number 2026‑064683.
Download the Manual (PDF)Published internal policies
7 instrumentsInternal policies of the Company, published for transparency. Each instrument is adopted by written resolution of the Board, carries its reference in the Company’s Policy Register, and is reviewed annually. The copies below are the clean issued versions; the signed originals are held in the Company’s minute book.
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MBM‑GOV‑03
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Code of Conduct and Ethics
Internal policy · Published for transparency · v1.0The standard of conduct required of everyone who acts in the Company’s name.
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MBM‑GOV‑06
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Compliance Policy and Regulatory Universe
Internal policy · Published for transparency · v1.1The Company’s compliance obligations, calendar, monitoring and breach procedure.
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MBM‑GOV‑07
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Client Acceptance, Engagement and Independence Policy
Internal policy · Published for transparency · v1.0Who the Company may act for, on what terms, and when it must decline or withdraw.
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MBM‑GOV‑08
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Information Governance and POPIA Policy
Internal policy · Published for transparency · v1.1Personal information, confidentiality, data subject rights and access to information.
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MBM‑GOV‑09
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Financial Management, Procurement and Tax Compliance Policy
Internal policy · Published for transparency · v1.0Banking, revenue, expenditure, procurement, accounting records, tax and financial controls.
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MBM‑GOV‑11
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Ethics, Whistleblowing and Anti-Bribery and Corruption Policy
Internal policy · Published for transparency · v1.2Reporting channels, protected disclosures, the prohibition on corrupt conduct, and the Company’s adequate procedures under section 34A of PRECCA.
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MBM‑GOV‑15
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Client Complaints and Service Standards Policy
Internal policy · Published for transparency · v1.0The service standards a client is entitled to expect, how to complain, and what happens when we fall short — including the external routes that do not run through us.
Available on request
8 instrumentsEvery instrument of the framework has been drafted, adopted and entered in the Policy Register (MBM‑GOV‑13). The instruments below contain operational and commercial detail and are not published here. As their confidentiality legend provides, they are produced to a client, funder, auditor or organ of state as evidence of the Company’s internal governance arrangements — write to info@mbmvalkyrie.co.za.
- MBM‑GOV‑01On request
Governance Framework Charter
- MBM‑GOV‑02On request
Delegation of Authority Framework
- MBM‑GOV‑04On request
Conflicts of Interest and Declarations Policy
- MBM‑GOV‑05On request
Risk Management Policy
- MBM‑GOV‑10On request
Records Management and Company Secretarial Procedures
- MBM‑GOV‑12On request
Technology, Information and Artificial Intelligence Governance Policy
- MBM‑GOV‑13On request
Framework Adoption Resolution and Policy Register
- MBM‑GOV‑14Business Continuity and Key-Person Succession PlanOn request
Requests and questions
A request for access to a record under PAIA is made on Form 2 of the PAIA Regulations, 2021, addressed to the Information Officer at paia@mbmvalkyrie.co.za, and is subject to the prescribed request fee — the procedure, the fees and the remedies are set out in the Manual above. A POPIA request (objection, correction or deletion of personal information) goes to the same address and carries no fee.
A report under the Ethics, Whistleblowing and Anti‑Bribery and Corruption Policy may be made in confidence to whistleblowing@mbmvalkyrie.co.za — a dedicated mailbox — or through any of the statutory channels listed in that policy.
Questions about any instrument on this page can be sent to info@mbmvalkyrie.co.za. See also the Company’s privacy notice.
The content of this page and of the documents on it is general information about MBM Valkyrie Advisory (Pty) Ltd and its internal governance arrangements. It is not legal advice, and no advisory relationship arises from reading or downloading any document on this page.