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Cutting Edge | Business Solutions

Independent advisors and intermediaries finally get the support they deserve. Have increased client demands and onerous legislation made your service offering more complex, time consuming, expensive and risky? By using the Cutting Edge Business Solutions you will:. Enhance your clients’ service experience. Improve the effectiveness of your client interaction. To read more click here. The FIA Code of Conduct. The compliance solution covers:. We provide training in the following disciplines:.

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Cutting Edge | Business Solutions | cebs.co.za Reviews

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Independent advisors and intermediaries finally get the support they deserve. Have increased client demands and onerous legislation made your service offering more complex, time consuming, expensive and risky? By using the Cutting Edge Business Solutions you will:. Enhance your clients’ service experience. Improve the effectiveness of your client interaction. To read more click here. The FIA Code of Conduct. The compliance solution covers:. We provide training in the following disciplines:.

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Cutting Edge | Business Solutions | cebs.co.za Reviews

https://cebs.co.za

Independent advisors and intermediaries finally get the support they deserve. Have increased client demands and onerous legislation made your service offering more complex, time consuming, expensive and risky? By using the Cutting Edge Business Solutions you will:. Enhance your clients’ service experience. Improve the effectiveness of your client interaction. To read more click here. The FIA Code of Conduct. The compliance solution covers:. We provide training in the following disciplines:.

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cebs.co.za

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Books | Cutting Edge

http://www.cebs.co.za/publications/books

Essential Habits of Trusted Advisors. Essential Habits of Trusted Advisors highlights the fundamentals that build trust between financial advisors and their clients and it demonstrates how advisors can apply these principles when they engage with their clients to speed up the process of establishing trust. This book is sold out, but you can download a copy and free assignments. The Speed of Trust inspired me to write. Essential Habits of Trusted Advisors. The Fundamentals of FAIS Compliance. Anton Swanep...

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Our Offering | Cutting Edge

http://www.cebs.co.za/our-offering

The Cutting Edge Compliance Solution is based on intensive legal research and industry feedback during and after the training sessions that were held throughout South Africa in 2010 to 2012. The legal research includes a formal study of the contractual relationship between financial services providers and their clients and its contribution to professional practice management as well as a comprehensive study of FAIS Ombud determinations (read more at www.resume-for-you.com. Using sound record-keeping to c...

3

About Us | Cutting Edge

http://www.cebs.co.za/about-us

We value honest, fair and trusting relationships between all stakeholders in the financial services industry. In all our interactions we serve with empathy and act as custodians with the objective to add value to clients, financial services providers, product suppliers and industry bodies. We value service and product excellence and aim to consistently satisfy the needs of industry stakeholders. We aim to deliver results that conform to the highest standards. Marius van der Merwe. Marius van der Merwe CFP.

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Articles | Cutting Edge

http://www.cebs.co.za/publications/articles

The role of the FSB in South Africa (September 2013). And fairness for all. A full needs analysis versus a holistic one. FAIS a unique business tool for best practice. FAIS Ombud determinations Ten vital lessons. FAIS Transactions must be accurately accounted. Financial services providers still apply different benchmarks. In search of information that is adequate relevant and material. FAIS Providers compliance officers and product suppliers under the spotlight. Terms, Conditions and Disclaimer.

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Investments | Cutting Edge

http://www.cebs.co.za/investments

The FAIS General Code of Conduct prescribes that transactions in respect of all financial products must be accurately accounted for. This requirement applies to investment products as well and as a result investment advisors and intermediaries have to apply a very specific record-keeping strategy. This website aims to provide a framework of templates to independent advisors that is consistent with the Fia Code of Conduct. And designed to comply with the provisions of the General Code of Conduct.

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Cutting Edge | Business Solutions

Independent advisors and intermediaries finally get the support they deserve. Have increased client demands and onerous legislation made your service offering more complex, time consuming, expensive and risky? By using the Cutting Edge Business Solutions you will:. Enhance your clients’ service experience. Improve the effectiveness of your client interaction. To read more click here. The FIA Code of Conduct. The compliance solution covers:. We provide training in the following disciplines:.

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