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Accreditations and credentials

 

 

CFP®, CERTIFIED FINANCIAL PLANNER® and ® are trademarks owned outside the United States by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB

 

 

FAIS
 

Financial Advisory and Intermediary Service Act (Fais), 2002

The necessity of this act was for the protection of consumers’ interests in terms of savings, investments and proper financial planning. This now ensures that you, the consumer, are now far better protected than ever before.


We have always endeavoured to provide the most appropriate and transparent advice for our clients and have therefore always acted within the spirit of the act (even before it was implemented).


We carry professional indemnity insurance and comply with all current as well as proposed legislative requirements.
To ensure we are compliant, we are audited on a quarterly basis by Masthead compliance services.
 

FICA
 

Financial Intelligence Centre Act (FICA) 2001

We are legally obligated to validate the source of any investments and financial transactions. This act was implemented to combat money laundering

 
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