I am an authorized Financial Services Provider, licensed to render Financial Services to clients under the Financial Sector Conduct Authority with license categories:
Long-Term Insurance subcategory A,
Short-Term Insurance Personal Lines, Long-Term Insurance subcategory B1,
Long-term insurance subcategory B2,
Long-term Insurance subcategory B2-A,
Long-term Insurance subcategory B1-A,
Short-term Insurance Personal Lines A1,
Long-Term Insurance subcategory C,
Retail Pension Benefits,
Short-Term Insurance Commercial Lines,
Pension Funds Benefits,
Participatory interests in a collective investment scheme,
Health Service Benefits.
I am fully qualified to provide financial advice and has done all the relevant examinations under the FSCA act.
I have completed a Certificate in Financial Planning in the following categories
Principles of Business Financial Planning
Financial Planning Products
Financial Planning Income Tax
Law of Financial Planners
Principles of Personal Financial Planning
Relationship Marketing for Financial Planners
The latest Regulatory examinations by the FSCA has been completed and passed; Representatives and Key Individual RE1 and RE5, a copy of these certificates can be provided on request. A copy of my FSCA license is available for inspection also on request.
I have been providing financial advice and intermediary services since 1989 in the following areas of financial planning: Risk Planning, Retirement Planning, Investment Planning, Health Care, Wills and Estate Planning and Personal and Business Short-term Insurance Planning.
I am also fully Licensed at the Council of Medical Schemes to provide Medical Aid advice to clients, I provide advice on Discovery Health Medical Scheme.
My Council of Medical Schemes membership number is BR 6047
FSCA / Financial Service Provider member number 21480
Compliance of all advice is monitored by Moonstone Compliance and Risk Management.
A copy of the statutory Notice for Long Term and Sort Term Insurance is available for inspection on request as required by legislation.
All complaints can be referred directly to me Sean Till @ sean@seantillbrokers.co.za my complaints policy is available on request should you require it.