Compliance for a Common Purpose
As one of the largest insurance and financial services compliance firms, we have a compliance solution for all FSPs, large or small. Our core services include:
Our compliance services include a broad range of services in ... More Details »
Compli–Serve (SA) (Pty) Ltd is a nationally represented independent provider of regulatory compliance management services and solutions to the financial services sector. We draw on international experience in developing services tailored for the domestic market. Our services are designed to meet ... More Details »
Masthead is a national supplier of risk management services to independent financial advisors and other licenced financial service providers (FSPs). Driven by the desire to make a difference, our dedicated team of specialists apply their expertise and experience to develop and deliver unique compliance, ... More Details »
Since the company’s inception in 2002, Moonstone Compliance has set a high standard for the delivery of compliance and licensing services to the financial services industry. More than a decade of experience has seen the company position itself as an industry leader, well-known for delivering professional ... More Details »
I offer a 2-day workshop for either RE5 (Reps) or RE1(KI’s) in preparation for the FAIS Regulatory Exams. My material is concise but highly effective and I have an 85% first-time exam pass success rate. I have been in business for 6 years and over 5000 FAIS impacted people have successfully passed ... More Details »
All investments held by insurance companies are divided into four funds according to the status of the beneficial owner of the investments. The four funds are the Individual Policyholders Fund for natural persons, the Company Policyholders Fund for companies and close corporations, The Corporate Fund for the funds of the insurance company itself and the Untaxed Policyholders Fund for untaxed funds such as retirement annuities. In the case of life ...