OUR QUALITY SYSTEM

Treating Customers Fairly

(TCF)

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

Financial Intermediaries Association (FIA)

We strictly adhere to the FIA’s Code of Conduct and Ethics.
FIA Code of Conduct FIA Code of Ethics

Financial Services Board (FSB)

You are more than welcome to search for us on the Financial Services Board here
Voorpos FSB Licence

Compliance officer

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

 

Ensuring Financial Safety

Our clients’ safety is our number one priority.

We make use of Insure Group Managers Limited, an authorised credit provider (IGF 003463 / FSP 45351, to facilitate the premium collections between Voorpos Short-Term Insurance Advisors, its clients and insurers. We make use of MMX Systems for our policy administration.

Image