Our Quality System

TREATING CUSTOMERS FAIRLY (TCF)

Since the inception of Voorpos, we have understood one key element; our clients are the beating heart of our firm. Therefore, we are committed to ensuring that the Treating Customers Fairly (TCF) principles, set out by the Financial Sector Conduct Authority (FSCA), are embedded in every aspect of our business.

As part of our approach, we aim to not only comply with the principles, but to exceed them in every way.

Our business practices are aligned with both the Financial Advisory and Intermediary Services Act (FAIS) and the Treating Customers Fairly (TCF) guidelines.

VSTIA* – Voorpos Short-Term Insurance Advisors
VFS** – Voorpos Financial Services

IMPORTANT INFORMATION & REGULATORY BODIES

TREATING CUSTOMERS FAIRLY

We are committed to ensuring that we adhere to the Financial Conduct Authority's treating customers fairly principles.


VSTIA* TCF Outcomes

VFS** TCF Outcomes

FINANCIAL INTERMEDIARIES ASSOCIATION (FIA)

We strictly adhere to the FIA’s Code of Conduct and Ethics.


VSTIA* FIA Membership Certificate

VFS** FIA Membership Certificate

FINANCIAL SECTOR CONDUCT AUTHORITY (FSCA)

Kindly note that the FSCA was previously known as the FSB (Financial Services Board). You are welcome to view our FSCA Licences and Code of Conduct here:

VSTIA* FSP Licence VFS** FSP Licence FSCA Code of Conduct

COMPLIANCE OFFICER

Compliance officer: Roy Banks
Business address: Compliance Trust (Pty) Ltd
Physical address: 45 Judy Road, Blairgowrie, Johannesburg, 2194
Postal address: Postnet Suite 285, Private Bag X10039, Randburg, 2125
Telephone: 082 575 6427
Fax: 086 636 5359
Email address: roy@compliancetrust.co.za

OMBUDSMAN AND REGISTRAR

FAIS Ombud for FAIS advice-related complaints:

Particulars of National Financial Ombud Scheme South Africa

If the complaint to your insurer has not been resolved, you may contact:

Postal address P.O. Box 32334, Braamfontein, 2017

Telephone: 0860 800 900

Email: www.nfosa.co.za

Particulars of FAIS OMBUD

If you have a FAIS complaint, you may contact:

Physical address: 125 Dallas Avenue, Menlyn Central, Waterkloof Glen, Pretoria, 0010

Postal address: P.O. Box 41, Menlyn Park, 0063

Telephone: 012 762 5000

Fax: 012 348 3447

Email: info@faisombud.co.za

REGISTRAR OF SHORT-TERM INSURANCE - Financial Sector Conduct Authority.

Address: P.O. Box 35655, Menlo Park, 0102

Email: info@fsca.co.za

Telephone: 012 428 8000

Fax: 012 346 6941

Website: www.fsca.co.za

CONFLICT OF INTEREST

This Conflict of Interest Policy aims to outline a suitable framework in which conflicts of interest may arise. This policy promotes transparency and fairness, and is intended to ensure compliance with the procedures prescribed in Financial Services Board Notice 58 of 2010.


VSTIA* Conflict of Interest

VFS** Conflict of Interest

PROTECTION OF PERSONAL INFORMATION

We are committed to protecting your personal information in compliance with the Protection of Personal Information Act (POPI).


VSTIA* PAIA Manual

VSTIA* Protection of Personal Information

VFS** Protection of Personal Information

VSTIA* Information Officer Registration Certificate

VFS** Information Officer Registration Certificate

CODE OF ETHICS

Our Code of Ethics outlines the values and standards that guide our actions and decisions.

We are committed to maintaining integrity, professionalism, fairness, objectivity, confidentiality, diligence, competence, and accountability in all we do.


VSTIA* Code of Ethics  
VFS** Code of Ethics

ENSURING FINANCIAL SAFETY

Our clients’ safety is our priority.

We make use of QSURE Pty Ltd, an authorised credit provider (FSP 50552), to facilitate the premium collections between Voorpos, its clients and insurers. We make use of MMX Systems for our policy administration, and FSPHub for our Client Relationship Management (CRM) system.

ENSURING SAFETY OF YOUR PERSONAL INFORMATION

At Voorpos, we have the utmost regard for the confidentiality of our clients' personal information and the security of their privacy.

We will therefore protect their personal information as if it were our own. We pledge to use it responsibly, and to continue offering our service in such a manner as to maintain your trust and confidence in us. Please read our Privacy Policy in this regard.