Advertise Here
Icon

Directory

IconActuaries
IconAdministration Outsourcing
IconAsset Managers
IconAssociations & Institutes
IconAuditors
IconBanking
IconBBBEE Consulting and Verification Agencies
IconBusiness Chambers
IconBusiness Process Management
IconBusiness Process Outsourcing
IconCompliance
IconConsumer Protection
IconCorporate Governance
IconCredit Bureaus
IconCurrencies
IconDebit Order Collection Facilities
IconEducation and Training
IconFAIS
IconHuman Resources
IconInformation Technology and Software Partners
IconInvestment Consulting
IconInvestment Fund Managers
IconLegal
IconLISPs
IconListed Equities
IconOmbud
IconParticipation Bond Managers
IconPolicy Administration
IconPolicy Trading
IconProperty Unit Trusts (PUTS)
IconPublications
IconRegulatory Authorities
IconStock Exchange
IconSurveys and Research
IconTraining Courses & Workshops
IconUnit Trust Fund Managers
IconWellness Programs
Advertise Here
  Subscribe To »
IconINFORMATION TECHNOLOGY AND SOFTWARE PARTNERS

ComplianceDocs

Visit company website »
Back to previous page »
Print this listing »
Tel: +27 11 706 8433
ComplianceDocs is an electronic document storage, retrieval and off site back-up system for the management of all critical documentation and information relating to your client and your business.

ComplianceDocs caters for the electronic filing of policies, financial needs analyses, and supporting documentation (in terms of FAIS), identification and verification documentation (in terms of FICA) and all other relevant documentation and correspondence.

By automating the information recording process, this solution simplifies and streamlines the compliance process, providing a faster turnaround time to clients, while saving you time and money.

  • A customized platform for FAIS and FICA compliance
  • Innovative technology means you only need to capture information once
  • Checkpoints at every step in the process ensure continual compliance
  • Your compliance records are stored accurately, securely and are easy to retrieve from anywhere via the web
  • Generation of automatic task and diary entries

Let ComplianceDocs take away your administrative headaches…

Advertise Here
Image
Advertise Here

From The Glossary »

Icon

Investment Portfolio:

The collection of shares, bonds, money-market securities and other financial instruments or types of assets that make up an investor's assets.
More Definitions »

 

Advertise

 

eZine

 

Contact IG

 

Media Pack

 

RSS Feeds

By using this website you agree to the Terms of Use.
Copyright © Insurance Gateway (Pty) Ltd 2004 - 2019. All Rights Reserved.