Members

Members are registered IFAs holding the position of Key Individual of an independent financial planning practice and/or a composite brokerage. All members are licensed to operate as IFAs by the FSCA and have an unblemished ethical record in the industry.

Members subscribe to the Principles contained in the FPI’s Code of Ethics, being:

Principle 1:

Client First

Principle 2:

Integrity

Principle 3:

Objectivity

Principle 4:

Fairness

Principle 5:

Competence

Principle 6:

Confidentiality

Principle 7:

Diligence

Principle 8:

Professionalism

Our Structure

A Committee, elected annually, serves an administrative function and as the organizers of events. The committee consists of the Chairperson, Vice-Chairperson, Treasurer and two additional members. Of the two additional committee members, one is the previous year’s Chairperson and the other will assume the role of Vice-Chairperson during the following year. Generally, committee membership lasts for 4 years – one as an incoming member, one as Vice-Chairperson, one as Chairperson, and a final one as outgoing Chairperson.