By Lee Rossini Although winning new clients is important to grow a financial services business, retaining and growing existing relationships can be more profitable. Marketing to current clients is not about aggressive selling; it is about strengthening trust, reinforcing value, ...
Read More ...Summary of Financial Services Tribunal matter involving Alphia Langa and First National Bank, a division of FirstRand Bank Ltd Handed down by the FST on 22 January 2026: Case number: FSP83/2025 Fast facts Financial services provider obliged to debar representative ...
Read More ...By James George, Compli-Serve For many years, consumer vulnerability sat on the margins of South Africa’s Treating Customers Fairly (TCF) framework. It was acknowledged, discussed, and often referenced in principle, but rarely tested in substance. That position has now changed. ...
Read More ...* See also compliance section By Compli-Serve The Financial Sector Conduct Authority (FSCA) has issued a Request for Information to selected financial institutions, seeking copies of any framework or policy that promotes the fair treatment of vulnerable consumers. The request ...
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By Lee Rossini
Although winning new clients is important to grow a financial services business, retaining and growing existing relationships can be more profitable. Marketing to current clients is not about aggressive selling; it is about strengthening trust, reinforcing value, and positioning your business as an indispensable long-term partner. In ...
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Financial Services Tribunal ('FST' or 'the Tribunal')
The following decision was handed down on 22 January 2026:
Fast facts
Financial services provider obliged to debar representative who no longer meets fit and proper requirements ...
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By James George, Compli-Serve
For many years, consumer vulnerability sat on the margins of South Africa’s Treating Customers Fairly (TCF) framework. It was acknowledged, discussed, and often referenced in principle, but rarely tested in substance. That position has now changed.
In January 2026, the Financial Sector Conduct Authority (FSCA) issued ...
Read MoreOn 14 October 2006, Complainant went to Respondent’s furniture shop, Barnetts at Port Shepstone, Kwa-Zulu Natal. She wanted to buy a small television set and a small stove.
Gumede vs. JD Group (2008) (Credit Life insurance)
CONDUCT OF BUSINESS REPORT FOR THE PERIOD ENDING
By Lee Rossini
Although winning new clients is important to grow a financial services business, retaining and growing existing relationships can be more profitable. Marketing to current clients is not about aggressive selling; it is about strengthening trust, reinforcing value, and positioning your business as an indispensable long-term partner. In an industry built on confidence and credibility, loyal clients are the foundation of sustainable growth.
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