You are here:Resource Centre  |  Products, Services and Tools 17 May 2012
Products, Services and ToolsMinimize
 
The FPI currently has partnerships with the following product/service providers who offer the products below for our members:

 Link Company

Product/Service

 

Astute
www.astutefse.com

Discounted electronic information exchange system for members
 

Compli-Serve
www.compliserve.co.za

Coaching and support of in-house compliance personnel through to a fully outsourced compliance service and many other related value-added services
 

FMI
www.fmi.co.za

Life, disability and income protection cover for members
  Lexis Nexis
www.legs.fpi.co.za
Free subscription for members to the LexisNexis online legislation and financial news site. Read more...
 
Moonstone
www.moonstoneinfo.co.za
Provide a support network for financial advisors with wide range of services
 

PI Financial Risk Services
www.pifrs.co.za

Professional Indemnity Insurance for members

 
Spotlight Interactive
www.spotlight.co.za
Discounted administration system operating as an electronic desktop for managing client data, investment projections, portfolios, risk and reporting is also available for members.
 
 
 

CFP®, CERTIFIED FINANCIAL PLANNER® and   are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB.
Please visit  www.fpsb.org to learn more about the FPSB and the affiliate countries.

Copyright © 2012 The Financial Planning Institute of Southern Africa
Contact Us Site Map Terms of Use Privacy Policy Security Policy Access to Information