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FAIS Act FAIS Act and Subordinate Legislation

Which statement about the difference between 'advice' and an 'intermediary service' under FAIS is correct?

RE5 practice question with a worked answer. This is one of hundreds of FSCA RE5 questions in the RegulatoryExams question bank.

  1. a) Advice is a recommendation/guidance of a financial nature about a specific product, while an intermediary service involves acting between client and product supplier (e.g. concluding or maintaining a transaction).Correct
  2. b) They are exactly the same thing with two names.
  3. c) Advice is unregulated while intermediary services are regulated.
  4. d) Intermediary services may only be rendered by product suppliers, never by FSPs.

Why this is the answer

Advice is a recommendation or guidance about a specific financial product; an intermediary service is acting between the client and product supplier — for example concluding, varying or maintaining a transaction. Both are regulated financial services, and FSPs may render intermediary services.

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