Get Za Fais Ombud Complaint Form 2019-2026

Filing a complaint with the ZA FAIS Ombud can be a straightforward process if you understand how to fill out the complaint form accurately. This guide will provide you with step-by-step instructions to assist you in submitting your complaint online.

Follow the steps to successfully complete the complaint form.

1. Press the ‘Get Form’ button to access the complaint form and open it in your preferred online editor.
2. Provide your personal details in the appropriate fields. Ensure to fill in your surname, first names, identity number, and occupation. Enter your mailing address, including two lines for the address, town, postal code, and province. Include your primary and secondary phone numbers and email address.
3. If you are acting on behalf of someone else, input their details similarly to your own. This includes their surname, first names, identity number, occupation, address, phone numbers, and email.
4. Indicate your relationship to the complainant by selecting the appropriate option from the drop-down menu, if available, or by writing a brief description.
5. Indicate whether the total amount you are claiming exceeds R800,000. Select ‘YES’ or ‘NO’ to confirm your agreement to forego any excess claim beyond this amount if applicable.
6. Identify and provide details about the financial services provider, advisor, or persons you are complaining against. Fill in their name, address, contact number, and email.
7. If applicable, mention any other person or business involved in your complaint by providing their name, address, contact number, and email.
8. Detail the financial product or investment you are complaining about. Ensure to include significant information about the product provider.
9. Answer questions regarding the nature of your complaint. This includes when the financial product was sold, when you realized there was a problem, and a detailed description of the events leading to your complaint.
10. Explain how you have been affected by the issue and what resolution you would like from the financial services provider.
11. Read and understand the declaration statement. Confirm that all information provided is accurate and give your consent for the Ombud to handle your personal information.
12. Sign and date the form for yourself and any additional complainants before proceeding with submission.
13. Once you have completed the form, save the changes, download a copy, print it for your records, or share it as needed.

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