Exceeds FAIS competency requirements
The company is independent of all insurance product providers therefore
to provide the best advice and intermediary services without compromising the
interests of our clients
Complies with Insurance Institute of Southern Africa’s Code of Ethics
Member of Financial Intermediaries Association (FIA)
We are able to obtain competitive quotations from most major insurance
in South Africa thereby ensuring the best “value for money” products for our clients.
Independent representative to find the best policy by comparison shopping.
Assist with obtaining products that are appropriate for objectives and risk
Investigate the risks regularly encountered by a prospective client
Conduct an analysis, for purpose of the advise, based on the information obtained
Advise on types of policies available for each type of risk
Act as an intermediary between clients and insures (process of buying and managing product; and claims submission)