Helping South African families grow, protect, and preserve their wealth, today and for generations to come
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Set up your Discovery Profile and Accept documents In recent year Discovery has moved to a paperless system .. SAVE THE TURTLES Here is how you can register , and accept documents from your Advisor First step – on the Discovery Page click ‘ Log in ‘ then ‘Register ‘ Next step – Use you…
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The Ombudsman for Financial service providers in South Africa – What You Need to Know The Ombudsman for FSP’S in South Africa is a free, independent service that helps the public resolve disputes with their insurance companies. If you feel your insurer has treated you unfairly, rejected your claim without good reason, or provided poor…
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How to Lay a Complaint with the FSCA The Financial Sector Conduct Authority (FSCA) is South Africa’s financial watchdog. Its role is to ensure that financial institutions such as banks, insurers, investment firms, and financial advisers treat customers fairly and follow the law. If you believe a financial services provider (FSP) has acted unfairly, misled…
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Who is the FSCA ? The Financial Sector Conduct Authority (FSCA) is South Africa’s financial watchdog. Its job is to make sure that banks, insurance companies, investment firms, and financial advisors play fair and treat people honestly. When businesses or individuals break the rules, the FSCA steps in with different tools to protect the public.…
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How you can find out if the Financial service provider(FSP) you’re working with is a scam ! What is an FSP ? FSP stands for Financial Service provider. In South Africa in order to give advice or provide an intermediary service of a financial nature, you have to be a licensed FSP. The approval of…