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FAIS Act FAIS Act and Subordinate Legislation

In terms of the FAIS Act, which of the following roles is EXCLUDED from the definition of a representative?

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

  1. a) Phumzile, who keeps the accounting books for the FSP and never deals with clients on products.Correct
  2. b) Sive, who meets clients and sells them financial products.
  3. c) Ntando, who helps clients vary, terminate or reinstate the financial products they hold.
  4. d) Wandile, who renders intermediary services to clients on the FSP’s behalf under a mandate.

Why this is the answer

A representative renders advice or intermediary services on the FSP's behalf. Selling products, and varying/terminating/reinstating clients' products, are intermediary services, so those people ARE representatives. Pure accounting/bookkeeping that never touches client products is excluded.

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