South African Financial Services Provider for Sale

Licensed South African Financial Services Provider (Category I)

The company is an authorised Financial Services Provider (FSP) licensed under Category I by the Financial Sector Conduct Authority (FSCA) of South Africa. The licence permits the company to provide financial advisory and intermediary services across a broad range of financial products, enabling it to operate as a versatile investment and insurance intermediary.

The licence authorises the company to provide non-automated advice as well as scripted and other intermediary services for the following approved product classes:
Insurance & Risk Products
Long-Term Insurance subcategory A
Long-Term Insurance subcategory B1
Long-Term Insurance subcategory B1-A
Long-Term Insurance subcategory B2
Long-Term Insurance subcategory B2-A
Long-Term Insurance subcategory C
Short-Term Insurance: Personal Lines
Short-Term Insurance: Personal Lines A1
Short-Term Insurance: Commercial Lines
Friendly Society Benefits

Investment & Retirement Products
Pension Funds Benefits
Retail Pension Benefits
Participatory Interests in a Collective Investment Scheme

Financial Instruments
Shares
Money Market Instruments
Debentures and Securitised Debt
Bonds
Derivative Instruments
Short-term Deposits
Long-term Deposits

This regulatory approval structure allows the company to operate as a compliant investment brokerage and insurance advisory firm, covering both retail and corporate clients. With extensive authorised product categories, the entity can offer diversified financial solutions including life and non-life insurance, retirement products, collective investments, and a full suite of financial instruments.

The licence confirms the presence of appointed Key Individuals, Representatives, and a Compliance Officer, ensuring governance and regulatory oversight in accordance with FSCA requirements.