Get Za Fais Ombud Complaint Form 2021-2025

Filing a complaint with the ZA FAIS Ombud is an important step in seeking resolution for issues related to financial services. This guide is designed to help users complete the complaint form online with ease and clarity.

Follow the steps to fill out the complaint form successfully.

1. Press the ‘Get Form’ button to access the complaint form and open it in your selected online platform.
2. Provide your personal details in the designated fields. This includes your surname, title, first names, identity number, and contact address. Ensure that the email provided is checked regularly, as correspondence will be primarily conducted through email.
3. If applicable, enter the details of anyone who is complaining alongside you. This includes their surname, title, first names, identity number, and relationship to you.
4. Detail the financial services provider or advisor you are complaining against. Include their name, address, contact number, and email.
5. Specify any additional persons or businesses involved in your complaint by entering their details in the provided section.
6. Identify the financial product or investment you are complaining about. Provide information such as the type of product, the date of purchase, and the initial issue you experienced.
7. Explain the circumstances of your complaint in detail. Focus on the appropriateness of advice received, the reasons for your financial decisions, and how the product was represented to you.
8. Discuss how you have been affected—financially or otherwise—by the issue at hand.
9. Lastly, read and consent to the declaration of personal information handling. Sign the form electronically and indicate the date.
10. Once all sections are completed, save your changes, and choose to download, print, or share the form as required.

Complete your complaint form online today to ensure your concerns are addressed promptly.