FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Must not
FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Must not
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring
and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring
staff to introduce them to SAP travel modules.• Sporting Association: refunds and payments against properly
) Weekly reconciliation of Sage Tills against e-health and the Sales ledger and reporting of variances Revenue/Debtors Check all medical aid claims are loaded on Health Bridge and correctly submitted. Call Medical Aid were errors. Reconciliation of unmatched items on Health Bridge Claim reversal confirmations, approvals