- Update the Central Representative Register on the FSB’s website and inform the Registrar of any relevant changes to the FSP within 15 days.
- Update the Competence Register (from 1 May 2018) within 15 days after Class of Business or Product Specific training has occurred.
- Annual Financial Statements must be submitted within 4 months after an FSP’s financial year end.
- Application for extension for submission of Annual Financial Statements must be submitted 15 days prior to the submission date.
- Category II, IIA and III FSPs, and their juristic representatives, must submit Form A in Annexure 6 to the new Fit and Proper Requirements within 45 days after every half year-end. Note that the requirement for juristic representatives only comes into effect on 1 March 2019.
- Renewal of Accreditation with the Council for Medical Schemes must be done at least three months prior to the expiry date.
- PI Cover must be renewed at least one month prior to the expiry date.