Resources
Regulatory documents and client resources.
Our licence, policies and client-facing forms are available below. If anything is missing or out of date, please let us know.
FSCA Licence
Our current Financial Sector Conduct Authority licence — Category I FSP No. 54508.
Open document →Treating Customers Fairly (TCF) Policy
How we apply the six TCF outcomes across our advisory practice.
Open document →Conflict of Interest Management Policy
Our framework for identifying, avoiding and managing conflicts of interest.
Open document →Complaints Procedure
How to lodge a complaint with Dynamic Consult, and your right to escalate to the FAIS Ombud if it remains unresolved.
Open document →
Dynamic Consult (Pty) Ltd is an Authorised Financial Services Provider (Category I, FSP No. 54508) regulated by the Financial Sector Conduct Authority (FSCA). Documents above are made available for inspection. If a document is missing, out of date or you would like a copy by email, please contact us.