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Services

Prime Solution Monitoring Program

A comprehensive compliance monitoring and reporting solution encompassing an array of services including compliance visits, report submissions and financial statements submissions

Compliance Consulting

Ombud claim queries / assistance, review of agreements, practice audit assistance, risk management, practice management and more

License Application and Facilitation

We facilitate each step of the licence application process. With a 100% success-rate, our licence applications are finalised efficiently and expediently

Easy License Maintenance

Licence profile changes, submissions, reporting and feedback

Compliance Training

Compliance training, RE training, workshops, FIC training, TCF training and more

Compliance Management Software

The cyber member of our team. A novel and intelligent online software solution with innumerable advantages. See a holistic view of your FSP’s compliance footprint, track and manage your FSP’s risk, store and manage fundamental records and documents, supervise the activities and of key role-players within your FSP, track your FSP’s compliance score and more

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  • Ongoing Compliance Services
  • Licence Application & Facilitation
  • Consulting Services
  • Compliance Training
  • CPD Training
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