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. Member regulations.

The documents below will guide you in lodging a complaint.

Diagram for lodging
a complaint:

This diagram illustrates FPI’s procedure for processing a complaint.

Complaint
form:

Use this form to lodge a complaint with FPI.  Mail the completed form, a detailed affidavit and all supporting documentary evidence to standards@fpi.co.za.

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.

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.