Wealth Creed has been with Compliance Toolbox since the formation of our business five years ago and we couldn’t be happier with their service and support. They have made the navigation and management of compliance a breeze! Thank you Charmaine and Team.

Gugu Sidaki
CEO – Wealth Creed

The Compliance Toolbox along with its dedicated and responsive team has been an invaluable resource in our compliance efforts. Their user-friendly interface, comprehensive content, and customizable features have greatly streamlined our compliance processes, ensuring accuracy and efficiency. Regular updates and compliance alerts keep us well informed on regulatory changes thanks to the team’s diligent efforts. The support we have received from their team has been exceptional – always ready to assist whenever we have had questions or needed guidance. I highly recommend The Compliance Toolbox and commend their outstanding team for their commitment to providing a top-notch compliance offering and delivering exceptional value.

Tebogo Segoe
Director – Worldwide Financial Solutions

Compliance Toolbox customer service is outstanding. Their compliance system is excellent and sends reminders whenever conduct assessments are due for completion. I value the compliance system as it simplifies tracking regulation of our internal policies and bolsters our company’s reputation whilst ensuring regulatory compliance. We are very pleased to work with Charmaine as our compliance officer.

Thandi Nkambule
Internal Compliance Officer – Octomate Asset Management

With an ever-changing and challenging regulatory environment, our FSP can always rest assured of CTB’s guidance, assistance, diligence and care – doing the right things right (the first time)! We can confidently and proudly reassure our clients that our FSP is on top of things in adhering to external regulations and internal controls – thanks to CTB! This enables us to focus on our clients’ financial planning and wellbeing with confidence and care.

Martina de Jager
Executive Financial Adviser – Donovan Moll Financial Services