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Regulatory Exams

There has been a lot of discussion relating to the Regulatory Exams that must be written by all financial services providers by June 2012.

Click here for  a short summary of the requirements and details of the exams that must be written by each Key Individual and Representative.

New Products
  • Guide to the 2011 Compliance Report for Category I Providers with a Compliance Officer
     
  • Risk Management - Guide to Essential Procedures
     
  • Risk Management Procedures Manual
     

Click here to Read More.

New Board Notices
  • The 2010 Compliance Reports have been added to our list.
     
  • Board Notice 74 of 2009 - Levies on Financial Institutions
     
  • Our Comments on Board Notice 74 of 2009
     
  • Board Notice 37 of 2009 - Notice on Requirements for Professional Indemnity and Fidelity Insurance Cover for Providers, 2009

Please click the link below to view all Board Notices and to download your copy of the 2009 Category I Compliance Report

Click here to view all Board Notices.


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FICA

New FICA Notices

Description
Download

Guidance concerning identificationof clients

Board Notices

New Board Notices

Name Description
Download
Board Notice 74 of 2009

Levies on Financial Institutions

Board Notice 37 of 2009

Notice on Requirements for Professional Indemnity and Fidelity Insurance Cover for Providers, 2009

Board Notice 47 of 2009

Determination of compliance report for authorised Financial Services Providers changing compliance officers, 2009

Board Notice 46 of 2009

Compliance Report for Cat I Providers without Compliance Officers

Board Notice 44 of 2008

Determination of Compliance Report for Category II Authorised Financial Services Providers, 2008

Board Notice 43 of 2008

Amendment Notice On The General Code Of Conduct For Authorised Financial Services Providers And Representatives

General Code of Conduct – Amended General Code of Conduct for Authorised Financial Services Providers and Representatives Amended
Board Notice 47 of 2008 Compliance Report for Category I Providers with a Compliance officer
Board Notice 48 of 2008 Qualifications And Experience Of Compliance Officers In Respect Of Financial Services Business

Name Description
Download
GN R240 2006

Determination of fees payable to the Registrar of Financial Services Providers

BN 80 of 2003 General Code of Conduct for Authorised Financial Services Providers and Representatives
BN 81 of 2003 Rules on Proceedings of the Office of the Ombud for Financial Services Providers, 2003
BN 82 of 2003 Determination of Requirements for Reappointment of Debarred Representatives, 2003
BN 83 of 2003 Qualifications and Experience of Compliance Officers in respect of Financial Services Business
BN 84 of 2003 Determination of Criteria and Guidelines for the Approval of Compliance Officers
BN 91 of 2003 Determination of fit and proper requirements for financial services providers, 2003
BN 95 of 2003 Exemption of Financial Services Providers as regards Representatives
BN 96 of 2003 Exemption of certain Authorised Financial Services Providers from Requirements pertaining to Audited Financial Statements and Financial Soundness
BN 97 of 2003 Exemptions of Investment managers and Linked Investment Services Providers, and their related Functionaries, from certain Fit and Proper Requirements
BN 98 of 2003 Application by Financial Services Providers for Authorisation by the Financial Services Board
BN 122 2003 Determination of Procedure for Approval of Key Individuals
BN 40 of 2004 Exemption of Licensees as regards Display of Certified Copies of Licences
BN 71 of 2004 Exemption of Licensees as regards References to Licences in Business Documentation
BN 72 of 2004 Notification of Recognition of Organisation as regards Qualifications of Compliance Officers
BN 85 of 2004 Exemption of certain Authorised Financial Services Providers from Requirements pertaining to Audited Financial Statements
BN 94 of 2004 Exemption in respect of certain applicants for authorisation
BN 97 of 2004 Exemption in respect of Certain Office-holders
BN 99 of 2004 Exemption of Sole Proprietors and Partners from Compliance Officer Qualifications and Experience Requirements, 2004
BN 101 of 2004 Fit and Proper Requirements Amendment
BN 103 of 2004 Exemption of Banks in respect of Certain Clients
BN 104 of 2004 Exemption regarding Certain Minimum Qualifications
BN 1 of 2005 Levies on authorised financial services providers
BN 42 of 2005 Levies on financial institutions
BN 57 of 2005 Form and Manner of External Auditor’s Report (Section 19 (3) of FAIS Act)
BN 51 of 2006 Levies on financial institutions
BN 91 of 2006 Determination of Fit and Proper requirements for financial services providers, 2006
BN 95 of 2006 Guidelines on determination of case fees by statutory Ombud