Please find our guidance communication for the August 2026 compliance theme and review assignment to be completed during the month of August 2026.

Click on the following link to download:

‍CTB August 2026 Guidance notes

The following drafts are available for your convenience, on request (refer to the August Guidance notes) :

• 2.8.1  Recruitment & Appointment of Representatives Policy & Procedure
• 2.8.2  Induction of Representatives Policy & Procedure
• 2.8.3  Supervision of Representatives Policy & Procedure
• 2.8.4  Debarment of Representatives Policy & Procedure
• 2.8.4.1  ANNEXURE A Debarment Procedure Checklist Template
• 2.8.4.2  ANNEXURE B FAIS Notification of Intention to Debar Template
• 2.8.4.3  ANNEXURE C FAIS Notification of Decision to Debar Template
• 2.8.4.4 ANNEXURE D Notification Lack of Good Standing Template
• 2.8.5  Statutory Training Policy
• 2.8.6  Continious Professional Development Management Policy

‍Our best, as always,
The CTB Team