Get Complaint Form - Fais Ombud

Filing a complaint with the FAIS Ombud can be a straightforward process if you follow the right steps. This guide provides clear instructions to help you complete the Complaint Form effectively, ensuring that your grievance is presented appropriately.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Provide your personal details in the appropriate fields. Include your surname, title, first names, identity number, contact address, occupation, phone numbers, and email. Ensure to check your contact information for accuracy to facilitate effective communication.
3. If you are submitting the complaint on behalf of someone else, fill out the section for anyone complaining with you. Include their surname, title, first names, identity number, contact address, occupation, phone numbers, email, and their relationship to you.
4. Indicate your acceptance of the terms regarding the claim amount. You must confirm whether you agree to forego any amount of your claim that exceeds R800,000.
5. Identify the financial services provider, advisor, or person you are complaining about. Include their name, address, contact number, and email.
6. If applicable, list any additional individuals or businesses you are also complaining about by providing their contact details.
7. State the type of financial product involved in your complaint and its sale date. Additionally, provide details regarding when the issue first arose, when you made your first complaint, and whether you have approached the courts or other ombuds.
8. Describe your complaint in detail. Focus on the advice you received, the reasons for your purchase, any disclosures made to you, and any supporting documentation you are including with your complaint.
9. Explain how you have been affected by the issue and what resolution you are seeking from the financial services provider.
10. Read and acknowledge the declaration at the end of the form, ensuring that you agree to its statements regarding the use of your personal information. Provide your signature and date in the designated areas.
11. Once you have filled out the form, you can save changes, download the completed form, print it for submission, or share it as required.

Complete your Complaint Form online today and take the first step towards resolving your grievance with the FAIS Ombud.