Since the inception of Voorpos Short-Term Insurance Advisors, we have understood one key element; our clients are the beating heart of our firm. Therefore, we are committed to ensuring that the Treating Customers Fairly (TCF) principles, set out by the Financial Services Board (FSB), are embedded in every aspect of our business.
As part of our approach, we aim to not only comply with the principles, but to exceed them in every way. Our business practices are aligned with both the Financial Advisory and Intermediary Services Act (FAIS) and the Treating Customers Fairly (TCF) guidelines.
Read more about TFC from the Financial Services Board
Roy David Banks is our compliance officer. He is an authorised FAIS Compliance Officer, CO5342, and is currently a compliance officer within and director of Compliance Trust (Pty) Ltd.
Qualifications Curriculum Vitae of Roy David Banks
Our clients’ safety is our number one priority.
We make use of Fulcrum (Pty) Ltd, an authorised credit provider (FSP 17795), to facilitate the integration of policy administration and premium collections between Voorpos Short-Term Insurance Advisors, its clients and insurers.