Compliance Policies

At Consolidated, we aim to foster trust through the practice and promotion of sound ethics, good corporate governance and quality in everything we do. Given our fiduciary responsibilities to all stakeholders, this is integral to our business and forms the bedrock on which Consolidated is managed and operated.

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

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