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Compliance Policies

Conflict of Interest Management Policy
For Consolidated Financial Planning and Employee Benefits

Conflict of Interest Register 
Financial Advisory and Intermediary Services Act 2002 (FAIS)

Policy on Complaints Resolution 
for Consolidated Financial Planning (Pty) Ltd FSP 12978 and Consolidated Employee Benefits (Pty) Ltd FSP 27524

Complaint against member diagram
Guide to making a complaint against an FPI Member

Complaint form
Complaints against an FPI Member