WHO ARE WE

Protecting and developing the professional intermediary in South Africa

Brokers and financial advisors play a key role in the financial services sector as well as the local economy. The FIA – a trade association for intermediaries – strives to protect and develop the professional service of our members and their employees so consumers can benefit from the value of advice, risk management and product fulfilment in today’s DIY world.

The FIA represents approximately 2 000 financial services providers, including multinational, large, medium and small businesses. Our members operate in healthcare, long-term insurance, short-term insurance, employee benefits and investments. The FIA represents members nationally and internationally with key stakeholders such as government and regulators.

Vision of the FIA

We promote and support the interests of the financial intermediated market - to be recognised by all stakeholders as a trusted and essential contributor to the South African economy.

Mission of the FIA

To be an effective voice of our members businesses’ in South African and abroad by: Promoting, developing, educating, supporting and protecting the rights of members

FIA’s core strategic objectives are:

  • Representing the interests of our members and their clients with all stakeholders
  • Ensuring sustainability and relevance of our members by embracing diversity and inclusive market growth
  • Serving as a centre of intelligence that informs our market position and influence
  • Membership growth and retention – influence and unity in numbers
  • A relevant value proposition that talks to the needs of our diverse membership base

With our fingers firmly on the pulse of the ever-changing business, consumer and legislative environments, the FIA strives to keep pace with the modern economy to ensure intermediaries remain relevant and viable.

Learn More

EVENTS 2020

Thursday

30 January

Platinum AGM and member meeting - 3 CPD hours

Pretoria

Zambesi Lodge, 721 Klippan Street, Montana

08h30

Friday

31 January

Boland branch AGM

Rawsonville

Slanghoek Mountain Resort

Wednesday

05 February

Jacaranda Valentine's Breakfast

Pretoria

Bronberg Restaurant, Cnr Boschkop and Graham Road, Boschkop

08h00 for 09h00

Friday

07 February

Southern Cape AGM

George

George Golf Club

Thursday

13 February

Peninsula branch AGM and CPD event

Cape Town

Westlake Golf Club, Westlake Avenue, Lakeside

09h30 for 10h00

Thursday

13 February

Northern Cape AGM and member meeting - CPD accredited

Kimberley

Kimberley Club, 42 Currey Street

10h00 for 10h30

Friday

14 February

West Rand AGM & member meeting 1

Randburg

Randpark Golf Club, Setperk Rd, Randpark 268-Iq

09h30 for 10h00

Tuesday

18 February

East Rand member meeting 1 of 2020

Johannesburg

Jeppe Quondam, 79 Boeing Rd E, Bedfordview

09h00 for 09h30

Wednesday

19 February

Border branch AGM

East London

East London Golf Club, 22 Gleneagles Upper Rd, Bunkers Hill

11h45 for 12h00

Wednesday

19 February

North Coast AGM & member meeting

Durban

Jaipur Palace, 131 Waterkant Road, Durban North

09h00 for 09h30

Thursday

20 February

Jacaranda Training Day

Jacaranda branch

TBA

Thursday

20 February

Protea member meeting 1

Johannesburg

Rosebank Union Church, 38 St Andrews Rd, Hurlingham, Sandton

08h30 for 09h00

Thursday

20 February

Tygerberg branch AGM

Bellville

Stellenbosch University Business School

09h30 for 10h00

Friday

21 February

Kosmos AGM and Member Meeting

Kosmos branch

TBA

Details to follow

Details to follow

Friday

21 February

Pilanesberg member meeting 1

Pilanesberg

TBA

Details to follow

Details to follow

Wednesday

26 February

Highveld AGM and Member Meeting

Highveld branch

TBA

Details to follow

Details to follow

Thursday

27 February

Lowveld AGM and Member Meeting

Lowveld branch

TBA

Details to follow

Details to follow

Thursday

27 February

Pilanesberg Member meeting and CPD training - 2 hours

Rustenburg

DUPWEST, 2 Edam Ave, Waterval Oos x 37

08:30

Friday

06 March

Jacaranda AGM and Member Meeting

Jacaranda branch

TBA

Details to follow

Details to follow

Wednesday

11 March

Rand Regional Council

Rand

TBA

Details to follow

Details to follow

Thursday

12 March

Platinum Member Meeting

Pretoria

Santam, Menlyn Corporate Park - corner Garsfontein Road & Corobay Ave, Waterkloof Glen

8:30

Thursday

19 March

Employee benefits workshop

TBA

TBA

Details to follow

Details to follow

Wednesday

01 April

FIA Employee Benefits Workshop - postponed

Rand Region

TBC

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Friday

03 April

Lowveld Bowls Day

Lowveld

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Wednesday

08 April

Vaal Triangle AGM & member meeting 1

Vaal Triangle

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

 

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

 

Tuesday

21 April

Jacaranda Training Day

Pretoria

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Wednesday

06 May

Jacaranda 2020 Golf Day

Pretoria

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Wednesday

06 May

Kosmos Training Day

Kosmos

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Thursday

07 May

Coastal Region Member Meeting

Coastal Region

WEBINAR

Come join the FIA Coastal Region in its first-ever online Member meeting and engage
with the FSCA, the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Please click here to RSVP on or before 4 May 2020.

Come join the FIA Coastal Region in its first-ever online Member meeting and engage
with the FSCA, the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Please click here to RSVP on or before 4 May 2020.

Monday

11 May

Rand Region Member Meeting

Rand

Webinar

10:00

Come join the FIA Rand Region in its first-ever online member meetings and engage with the FSCA, the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Click here to register.

Come join the FIA Rand Region in its first-ever online member meetings and engage with the FSCA, the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Click here to register.

Wednesday

13 May

Central Region Member Meeting

Central Region

Webinar

10:00

Come join the FIA Central Region in its first-ever in its first-ever online Member meeting and engage
with the FSCA and the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Click here to RSVP.

Come join the FIA Central Region in its first-ever in its first-ever online Member meeting and engage
with the FSCA and the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

Click here to RSVP.

Friday

15 May

Pilanesberg member meeting 2

Pilanesberg

TBA

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Events have been canceled and or postponed due to the COVID-19 pandemic and national lockdown.

Friday

15 May

Northern Region Member Meeting

Northern Region

Webinar

10:00

Come join the FIA Norther Region in its first-ever online Member meeting and engage
with the FSCA and the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

RSVP link to follow

 

Come join the FIA Norther Region in its first-ever online Member meeting and engage
with the FSCA and the FIA’s CEO as well as the FIA’s Head of Legal & Regulatory Affairs.

RSVP link to follow

 

Friday

22 May

West Rand member meeting 2

West Rand

TBA

Details to follow

Details to follow

Friday

22 May

Jacaranda Member Meeting

Pretoria

TBA

Details to follow

Details to follow

Thursday

28 May

Lowveld Member Meeting

Lowveld Member Meeting

TBA

Details to follow

Details to follow

Friday

29 May

Protea member meeting 2

Protea

TBA

Details to follow

Details to follow

Friday

29 May

Highveld Member Meeting

Highveld

TBA

Details to follow

Details to follow

Thursday

04 June

Platinum Training Day

Pretoria

TBA

Details to follow

Details to follow

Friday

05 June

North West member meeting 1

North West

TBA

Details to follow

Details to follow

Wednesday

10 June

Jacaranda Potjiekos day - Financial Planing

Pretoria

TBA

Details to follow

Details to follow

Wednesday

15 July

Jacaranda Potjiekos day - Short Term

Pretoria

TBA

Details to follow

Details to follow

Thursday

16 July

East Rand member meeting 2

East Rand

TBA

Details to follow

Details to follow

Wednesday

22 July

Peninsula Branch Member Meeting

Peninsula

ZOOM (online platform)

10h00

Please save the date (The InvitationAgenda will follow soon).

Relevant discussion items to look forward to:

  • Current and updated FIA News & Engagements
  • The latest Regulatory Update
  • Covid 19 -  the Future

 

Please save the date (The InvitationAgenda will follow soon).

Relevant discussion items to look forward to:

  • Current and updated FIA News & Engagements
  • The latest Regulatory Update
  • Covid 19 -  the Future

 

Thursday

23 July

Financial Planning Member Meeting

Coastal

ZOOM

10:00

The FIA Coastal Region will be hosting a Financial Planning Member
Meeting on 23 July 2020.

Topics to look forward to:

  • Professional Indemnity cover
  • Risk profiling
  • Current Market and Economic Situation from a Financial Planning perspective

We will also be hearing from Kim Potgieter (Director and Head of Life Planning:
Chartered Wealth Solutions) on a  “Fresh perspective on the future role of
a financial planner”.​

To RSVP: Click here 



The FIA Coastal Region will be hosting a Financial Planning Member
Meeting on 23 July 2020.

Topics to look forward to:

  • Professional Indemnity cover
  • Risk profiling
  • Current Market and Economic Situation from a Financial Planning perspective

We will also be hearing from Kim Potgieter (Director and Head of Life Planning:
Chartered Wealth Solutions) on a  “Fresh perspective on the future role of
a financial planner”.​

To RSVP: Click here 



Friday

24 July

West Rand member meeting 3

West Rand

TBA

Details to follow

Details to follow

Friday

24 July

Boland Branch Member Meeting

Boland

ZOOM (online platform)

10:00

Relevant discussion items to look forward to:

  • Current and updated FIA News & Engagements
  • The latest Regulatory Update
  • Covid 19 -  the Future

Relevant discussion items to look forward to:

  • Current and updated FIA News & Engagements
  • The latest Regulatory Update
  • Covid 19 -  the Future

Friday

31 July

Pilanesberg member meeting 3

Pilanesberg

TBA

Details to follow

Details to follow

Tuesday

04 August

Jacaranda Training day

Pretoria

TBA

Details to follow

Details to follow

Thursday

13 August

Lowveld Member Meeting

TBA

TBA

Details to be confirmed

Details to be confirmed

Friday

14 August

North West member meeting 2

North West

TBA

Details to follow

Details to follow

Tuesday

18 August

West Rand golf day

West Rand

TBA

Details to follow

Details to follow

Wednesday

26 August

Advisory Council

TBA

TBA

Details to follow

Details to follow

Thursday

27 August

Advisory Council / AGM / Awards

TBA

TBA

Details to follow

Details to follow

Friday

04 September

Vaal Triangle member meeting 2

Vaal Triangle

TBA

Details to follow

Details to follow

Wednesday

09 September

Limpopo Training Day

Limpopo

TBA

Details to follow

Details to follow

Wednesday

09 September

Platinum Bowls Day

Pretoria

TBC

Details to follow

Details to follow

Friday

11 September

Jacaranda meeting

Pretoria

TBA

Details to follow

Details to follow

Thursday

17 September

Protea education forum 3

Protea

TBA

Details to follow

Details to follow

Wednesday

30 September

East Rand member meeting 3

East Rand

TBA

Details to follow

Details to follow

Wednesday

30 September

FIA Virtual Advice Summit - 30 September 2020

SOUTH AFRICA

ON24 ONLINE PLATFORM

10:00

The FIA Virtual Advice Summit is a first of its kind in SA. The Summit brings together the industry's best – decision-makers and experts, and you – to find solutions to one of our greatest challenges in recent memory: Covid-19. Delegates will gain insights into pressing matters: How do we assess risk in future? What is our answer to complex issues around travel, business interruption, and pandemic insurance? What is the catalyst role of technology in this new shared future of ours? By working together and sharing ideas on stages such as this Summit, the industry can tackle these issues to mitigate against similar risks in future, for your clients' sake, and yours.

SPOTS ARE LIMITED
Click on the link below to book your virtual experience now!

https://www.quicket.co.za/events/109976-fia-virtual-advice-summit-2020/#/

The FIA Virtual Advice Summit is a first of its kind in SA. The Summit brings together the industry's best – decision-makers and experts, and you – to find solutions to one of our greatest challenges in recent memory: Covid-19. Delegates will gain insights into pressing matters: How do we assess risk in future? What is our answer to complex issues around travel, business interruption, and pandemic insurance? What is the catalyst role of technology in this new shared future of ours? By working together and sharing ideas on stages such as this Summit, the industry can tackle these issues to mitigate against similar risks in future, for your clients' sake, and yours.

SPOTS ARE LIMITED
Click on the link below to book your virtual experience now!

https://www.quicket.co.za/events/109976-fia-virtual-advice-summit-2020/#/

Friday

09 October

West Rand member meeting 4

West Rand

TBA

Details to follow

Details to follow

Thursday

15 October

FIA Advice Summit

TBA

TBA

Details to follow

Details to follow

Wednesday

21 October

Kosmos Training Day & Year End Function

TBA

TBA

Details to follow

Details to follow

Friday

23 October

North West member meeting 3

North West

TBA

Details to follow

Details to follow

Friday

30 October

East Rand member meeting 4

East Rand

TBA

Details to follow

Details to follow

Friday

06 November

Protea AGM & year end

Protea

TBA

Details to follow

Details to follow

Wednesday

11 November

Platinum Member Meeting & Year End

TBA

TBA

Details to follow

Details to follow

Friday

13 November

Pilanesberg AGM & year end

Pilanesberg

TBA

Details to follow

Details to follow

Friday

13 November

Jacaranda Member Meeting

Pretoria

TBA

Details to be confirmed

Details to be confirmed

Tuesday

17 November

Jacaranda Year End Function

Pretoria

TBA

Details to follow

Details to follow

Thursday

19 November

Highveld Member Meeting & Year End Function

TBA

TBA

Details to follow

Details to follow

Friday

20 November

Vaal Triangle year end & member meeting 3

Vaal Triangle

TBA

Details to follow

Details to follow

Friday

20 November

Lowveld Member Meeting & Year End

TBA

TBA

Details to follow

Details to follow

Friday

27 November

West Rand year end

West Rand

TBA

Details to follow

Details to follow

MEMBERSHIP

Our value proposition

FIA members are governed by the FIA Code of Conduct, which provides peace of mind to all stakeholders including consumers.

  • We identify the effects of policy measures on our sector and act as an additional resource in ensuring that government action achieves its desired purpose

  • We attempt to influence public policy in a direction that is favourable and sustainable to members

  • We provide a wide range of communication and information to members and stakeholders regarding key industry matters

  • We gain political clout and influence by bringing competitors together turning one small voice into in a persuasive, collective shout

Members
Members are at the core of everything we do

Representation
Representing members in relationships with government, regulators, labour and communities

Image
Guarding the collective image of our members in their part of insurance delivery in South Africa

Industry experts
Knowledge and industry expertise

Enabler
Committed to building an environment for innovation, growth and development and meeting the challenges of an accelerated developing country