Report misconduct

We take pride in the professionalism and good character of our members.  Therefore their professional conduct and integrity is a primary concern.

 If a consumer feels that one of our members has not complied with our Code of Ethics and Practice Standards, we encourage them to lodge a complaint with FPI. 

As a voluntary organisation we are unable to award damages or compensation to be paid to a complainant. We may suspend or terminate the membership of a defaulting member or even impose a fine. A terminated or suspended member may not use our designations or claim membership of FPI.

The documents below will guide you in lodging a complaint. 

Diagram for lodging a complaint


This diagram  illustrates FPI's procedure for processing a complaint. 

Affidavit template

Complainants must submit a detailed affidavit in support of their complaint.  The affidavit must contain relevant facts and circumstances relating to the complaints.  Incomplete facts may delay the consideration of a complaint.  Use this template to prepare the affidavit.

Complaint form


Use this form to lodge a complaint with FPI.  Mail the completed form, a detailed affidavit and all supporting documentary evidence to  to standards@fpi.co.za.

Other forums

FPI may only consider complaints against its members.  If you have a grievance against a non-member, please download this information sheet for the names and contact detail of other bodies that may be able to investigate your complaint. 

Should you wish to discuss a complaint or need assistance and/or more information, please contact Kobus Oosthuizen, CFP® on (011) 470-6000.