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Provider and Representative disclosures in terms of The Financial Advisory and Intermediary Services ( FAIS ) Act I am mandated by Cannin Finance, an authorised financial services provider, which

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What is intermediary services and representatives?

Intermediary services refer to the activities performed by individuals or entities that act as a bridge between two parties, facilitating transactions or communication. Representatives are those who officially act on behalf of another person or organization in negotiations or agreements.

Who is required to file intermediary services and representatives?

Individuals or businesses that provide intermediary services or represent clients in transactions are typically required to file relevant documentation, especially if these services involve financial transactions or legal agreements.

How to fill out intermediary services and representatives?

To fill out intermediary services and representatives forms, one should accurately provide details such as the names of the parties involved, the nature of the services provided, dates of service, and any relevant financial information as specified by regulatory bodies.

What is the purpose of intermediary services and representatives?

The purpose of intermediary services and representatives is to ensure that transactions are processed smoothly and legally, providing necessary support, expertise, and advocacy for one or both parties involved.

What information must be reported on intermediary services and representatives?

Information to be reported typically includes the identities of the parties, the scope of services provided, any fees charged, the duration of engagement, and the specific transactions facilitated.

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