Master the Art of Financial Advisory with Perennity

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Do You Require a Service or Training & Support? Do You Require a Service or Training & Support?I Require a ServiceI Require Training and Support

What service are you looking for? What service are you looking for? I Want To Find a Key Individual and Register My Own FSP I am Looking for a Key Individual For My FSP I am Looking for a Compliance Officer For My FSP I am Looking to Register My Own FSP I Want to Acquire a Registered FSP I Would Like to Renew My Credit Provider License I Need Assistance Submitting my Statutory Report I Want Run My Own Funeral Cover Franchise I Want To Apply For a Micro-Insurer License I Want to Register My Own NCR Accredited Credit Provider I Want To Find a Director For A Company I Want to Register in South Africa NONE OF THE ABOVE

What products should your Key Individual be approved for? What products should your Key Individual be approved for? I'M NOT SURE Category 1: 1.1 Long-Term Insurance subcategory A Category 1: 1.2 Short-Term Insurance Personal Lines Category 1: 1.3 Long-Term Insurance subcategory B1 Category 1: 1.4 Long-Term Insurance subcategory C Category 1: 1.5 Retail Pension Benefits Category 1: 1.6 Short-Term Insurance Commercial Lines Category 1: 1.7 Pension Funds Benefits Category 1: 1.8 Shares Category 1: 1.9 Money Market Instruments Category 1: 1.10 Debentures and Securitised Debt Category 1: 1.11 Warrants, certificates and other instruments Category 1: 1.12 Bonds Category 1: 1.13 Derivative instruments Category 1: 1.14 Participatory interests in a collective investment scheme Category 1: 1.15 Forex investment Category 1: 1.16 Health Service Benefits Category 1: 1.17 Long-term Deposits Category 1: 1.18 Short-term Deposits Category 1: 1.19 Friendly Society Benefits Category 1: 1.20 Long-term Insurance subcategory B2 Category 1: 1.21 Long-term Insurance subcategory B2-A Category 1: 1.22 Long-term Insurance subcategory B1-A Category 1: 1.23 Short-term Insurance Personal Lines A1 Category 1: 1.24 Structured Deposits Category 1: 1.25 Securities and Instruments Category 1: 1.26 Participatory Interest in a Hedge Fund Category 1: 1.27 Crypto Assets NONE OF THE ABOVE CATEGORY 2: Discretionary FSP CATEGORY 2A: Hedge Fund CATEGORY 3: Adminstrative FSP CATEGORY 4: Assistance Business FSP

What Kind of Products Will Your Category 2 (Discretionary) FSP Require? What Kind of Products Will Your Category 2 (Discretionary) FSP Require? Category 2: 2.1 Long-term Insurance subcategory B1 Category 2: 2.2 Long-term Insurance subcategory C Category 2: 2.3 Retail Pension Benefits Category 2: 2.4 Pension Funds Benefits Category 2: 2.5 Shares Category 2: 2.6 Money Market Instruments Category 2: 2.7 Debentures and Securitised Debt Category 2: 2.8 Warrants, Certificates and Other Instruments Category 2: 2.9 Bonds Category 2: 2.10 Derivative Instruments Category 2: 2.11 Participatory Interests in one or more collective investment schemes Category 2: 2.12 Forex Investment Category 2: 2.13 Long-Term Deposits Category 2: 2.14 Short-Term Deposits Category 2: 2.15 Long-Term Insurance subcatory B2 Category 2: 2.16 Long-Term Insurance : Category B2-A Category 2: 2.17 Long-Term Insurance : Category B1-A Category 2: 2.18 Structured Deposits Category 2: 2.19 Securities and Instruments Category 2: 2.20 Participatory Interest in a Hedge Fund Category 2: 2.21 Crypto Assets

What Kind of Products Will Your Category 2A (Hedge Fund) FSP Require? What Kind of Products Will Your Category 2A (Hedge Fund) FSP Require? Category 2A: 20.1 Long-term Insurance subcategory B1 Category 2A: 20.2 Long-term Insurance subcategory C Category 2A: 20.3 Retail Pension Benefits Category 2A: 20.4 Pension Funds Benefits Category 2A: 20.5 Shares Category 2A: 20.6 Money Market Instruments Category 2A: 20.7 Debentures and Securitised Debt Category 2A: 20.8 Warrants, Certificates and Other Instruments Category 2A: 20.9 Bonds Category 2A: 20.10 Derivative Instruments Category 2A: 20.11 Participatory Interests in One or More Collective Investment Schemes Category 2A: 20.12 Forex Investment Category 2A: 20.13 Long-term Deposits Category 2A: 20.14 Short-term Deposits Category 2A: 20.15 Long-term Insurance subcatory B2 Category 2A: 20.16 Long-Term Insurance : Category B2-A Category 2A: 20.17 Long-Term Insurance : Category B1-A Category 2A: 20.18 Structured Deposits Category 2A: 20.19 Securities and Instruments Category 2A: 20.20 Participatory Interest in a Hedge Fund Category 2A: 20.21 Crypto Assets

What Kind of Products Will Your Category 3 (Administrative) FSP Require? What Kind of Products Will Your Category 3 (Administrative) FSP Require? Category 3: 3.1 Long-term Insurance subcategory B1 Category 3: 3.2 Long-term Insurance subcategory C Category 3: 3.3 Retail Pension Benefits Category 3: 3.4 Pension Funds Benefits Category 3: 3.5 Shares Category 3: 3.6 Money market instruments Category 3: 3.7 Debentures and securitised debt Category 3: 3.8 Warrants, certificates and other instruments Category 3: 3.9 Bonds Category 3: 3.10 Derivative instruments Category 3: 3.11 Participatory interests in one or more collective investment schemes Category 3: 3.12 Forex investment Category 3: 3.13 Long-term Deposits Category 3: 3.14 Short-term Deposits Category 3: 3.15 Long-term insurance subcatory B2 Category 3: 3.16 Long-Term Insurance : Category B2-A Category 3: 3.17 Long-Term Insurance : Category B1-A Category 3: 3.18 Structured Deposits Category 3: 3.19 Securities and instruments Category 3: 3.20 Participatory interest in a hedge fund Category 3: 3.21 Crypto Assets Category 3: 3.99 General Category III experience

What Kind of Products Will Your Category 4 (Assistance Business) FSP Require? What Kind of Products Will Your Category 4 (Assistance Business) FSP Require? Category 4: 4.1 Assistance Business FSP

What Training and Support Are You Looking For? What Training and Support Are You Looking For? General Training (FAIS Act, POPIA, TCF, FICA, FIC, NCR etc.) RE1 Exam Training & Support RE3 Exam Training & Support RE5 Exam Training & Support Assessment of Business Complaince Level FICA Compliance Monitoring FAIS Compliance Monitoring NCR Compliance NCR License Application Outsourced Compliance Services POPI Training and Implementation Drafting & Implementation of RMCP Financial Advisor Mentorship Programme Continuous Professional Development (CPD) training & support NONE OF THE ABOVE

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