Treating Customers Fairly – How to successfully embed TCF outcomes in your FSP

 

With an increased focus from the FSCA for FSPs to deliver the desired TCF outcomes to clients, this webinar will give you practical guidance on how to incorporate the TCF outcomes in your FSP and how to demonstrate this integration to the FSCA. Ultimately improving the experience for your clients. 

During the sessions, we will explain the six TCF outcomes and unpack how to implement these across all areas of the FSP and throughout the product lifecycle  

We will:  

  • Explain the purpose of TCF. 
  • Discuss what TCF is and why it is important. 
  • Share practical examples of how to apply the outcomes in your FSP. 
  • Unpack the TCF outcomes and show you how implementing each outcome will ensure your compliance with various other legislation. 
  • Look at the six stages of the product lifecycle and highlight what FSPs should do at each stage to deliver the desired outcomes. 
  • Discuss what Management Information is, why it is required and provide examples of Management Information that you can use as evidence that the TCF outcomes are in place. 

CPD hours:

  • FSPs, Key Individuals and Representatives will earn 3 CPD hours towards maintaining their competence requirements.
  • FPI members will earn 3 CPD hours in the Ethics and Practice Standards category.

Interested in attending this webinar?

Click on the links below to register or browse dates for this webinar.

Webinars


How will attendees benefit

After attending this webinar you will have a good understanding of the six TCF outcomesthe areas within your FSP that require TCF implementation, how to implement the outcomes, and the types of Management Information needed to demonstrate integration into your FSP


What attendees had to say

“The facilitator that presented the Treating Customers Fairly – How to Successfully Embed TCF Outcomes in your FSP webinar was well prepared and used relatable anecdotes, making the webinar interesting to listen to.”

– Elodie Lawrenz | Bingham Insurance Brokers CC

Accredited by the Financial Planning Institute of Southern Africa (FPI)

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A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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