Useful Links

Searching for info on the FSB site

To review the current details of your licence;

·  www.fsb.co.za
·  On the home page “FAIS” tab on left hand side
·  Searches
·  Financial services providers
·  Enter your FSP number
·  Submit
·  Details

You will now be able to view;

·  Company details and licence number
·  Contact Information
·  Compliance officer details
·  Representative details – including their licence (products) categories and supervision status (click on “search” to get full list)
·  Key Individual details – including their licence categories and whether or not conditions apply to their approval
·  Sole proprietor details (if applicable)
·  Product approved for the licence as a whole

To check for debarred representatives;

·  www.fsb.co.za
·  On the home page “FAIS” tab on left hand side
·  Searches
·  Debarred representatives
·  Enter ID number of person being checked
·  Search

The system will advise if that person is currently debarred or not.

To check our details;

·  www.fsb.co.za;
·  On the home page “FAIS” tab on left hand side
·  Searches
·  Compliance officer
·  Add the name of individual officer
·  Detail
·  FSPs to obtain details of all clients linked to this individual

To obtain a listing of all our clients;

·  www.fsb.co.za
·  On the home page “FAIS” tab on left hand side
·  Searches
·  Compliance officer
·  Add our compliance practice number – 6377
·  Detail
·  A full list of all clients linked to our practice will then be provided

Financial Services Boardn (FSB) www.fsb.co.za

Financial Intelligence Centre (FIC) www.fic.gov.za

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Financial Intermediaries Association of Southern Africa (FIA) www.fia.org.za

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Financial Planning Institute (FPI) www.fpi.co.za

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Insurance Institute of SA (IISA) www.iisa.co.za

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Compliance Institute SA (CISA) www.compliancesa.com

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South African Insurance Association (SAIA) www.saia.co.za

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South African Underwriting Managers Association (SAUMA) www.sauma.org

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The FAIS Ombud www.faisombud.co.za

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Ombudsman for Short term insurance (OSTI) www.osti.co.za

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The Ombudsman for Long Term insurance www.ombud.co.za

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Insurance Sector Education and Training Authority (INSETA) www.inseta.org.za

 

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