Member Requirements
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 FPl’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 legal@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.