South African Category I Broker for sale

South African Category I Licensed Insurance Broker – For Sale

Key Features:
Company Registration: 2019
License Issued: 2021 – Category I authorization under the Financial Sector Conduct Authority (FSCA)
Banking: Minimum of one active local bank account included
Key Personnel: KI (Key Individual), one Director, and an External Compliance Officer – all available to remain under agreed terms
Transaction Timeline: 7–10 days for full ownership transfer

Authorised Activities Include:
• Long-Term Insurance
• Short-Term Insurance
• Retail Pension Benefits
• Pension Fund Benefits
• Participatory Interests in a Collective Investment Scheme
• Long-Term Deposits

Market Position & Opportunities:
This Category I FSCA-licensed brokerage provides a compliant, ready-to-operate structure for firms entering or expanding within South Africa’s regulated insurance and financial advisory sector. The license allows for a broad range of insurance, pension, and investment advisory services, supported by existing governance and compliance functions.
The setup offers a fast and efficient market entry for insurance intermediaries, financial advisors, or asset managers seeking to leverage South Africa’s established and transparent regulatory framework.