Verified financial advisers

Financial advisers you can trust.

Every financial adviser listed here passed strict checks before going live. You see what was checked, and the date it was confirmed.

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What I check

Checks for every financial adviser

  • Licensed by the FSCAAuthorised financial services provider under the FAIS Act
  • Company registeredActive on the CIPC companies register, for companies and close corporations
  • Tax compliantSARS tax compliance status confirmed with the PIN
  • Workers coveredCOIDA letter of good standing, where the business employs staff
  • UIF registeredRegistered as an employer with the UIF, where the business employs staff
Why it matters

The law in plain words

Under the Financial Advisory and Intermediary Services (FAIS) Act, anyone who gives financial advice or sells financial products must be an authorised financial services provider, or a representative of one, licensed by the FSCA.

A general guide, not legal advice.

Did you know?South Africa has three capital cities: Pretoria, Cape Town and Bloemfontein.
Before you hire

Three quick steps

1

Ask for the FSP licence number.

2

Ask for the disclosure of fees and commission in writing.

3

Be wary of returns that sound too good to be true.

Questions

Good to know

How do I know a financial adviser is licensed?

Ask for the FSP number. Licensed providers are listed by the Financial Sector Conduct Authority.