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 If anything is missing or out of date, please let us know.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 JV (Pty) Ltd is an Authorised Financial Services Provider (Category I, FSP No. 54508) regulated by the Financial Sector Conduct Authority (FSCA). Dynamic Consult provides financial advice and intermediary services. Dynamic Consult does not provide discretionary financial services unless specifically authorised to do so. Where discretionary portfolio management, model portfolio management or mandate-based portfolio management is used, this is provided by an appropriately authorised Category II financial services provider, discretionary investment manager, product provider or platform.
Market-linked investments may rise or fall in value. Past performance is not a guarantee of future performance. Income from investments may not be guaranteed unless expressly stated by the product provider.
Documents above are made available for inspection. Clients may request the FSP disclosure, complaints process, conflict of interest policy and privacy notice at any time. Unresolved complaints may be escalated to the FAIS Ombud.