South Cape Financial Services opened its doors in Oudtshoorn on the 1st of May 1993 and over the years have established themselves as leaders in the broker industry in the Southern Cape. They have expanded over the past few years and now also have branches in Port Elizabeth and Bloemfontein, with plans for further expansion underway. South Cape Financial Services are proud of their achievements over the years, which can only be attributed to exceptionally competent personnel and the great emphasis placed on claims services.
Personnel at South Cape Financial Services are constantly undergoing training and quarterly achievement bonusses are measured against the quality of client service delivered. It is also our mission to provide our clients with total peace of mind regarding their insurance needs.
South Cape Financial Services is duly registered and compliant with the Financial Advice and Intermediary Services (FAIS), Act 37 of 2002.
This act regulates the Financial Services Industry and ensures specialist and professional advice compliant with ethical standards.
One of the important demands of the act is for brokers to establish and maintain records of relevant information communicated between broker and client, such as advice given, decisions made and transactions completed.
All relevant certificates and codes may be inspected at the South Cape Financial Services offices.
Compliance with the FAIS Act is monitored by Masthead, a compliance practice approved by the Financial Services Board.