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1 . Jabu is the managing director of Platinum Financial Planning ( Pty ) Ltd ( Platinum ) , which is authorised as a financial
Jabu is the managing director of Platinum Financial Planning Pty Ltd Platinum which is authorised as a financial services provider FSP in terms of the Financial Advisory and Intermediary Services Act of the FAIS Act to provide Category I financial services advice and intermediary services and which provides holistic financial planning services. Jabu is a member of the Financial Planning Institute FPI and a Certified Financial Planner Which of the following statements are correct?
i Jabu must have the proficiency to manage Platinum, to ensure that clients' best interests are not affected.
ii As a member of the FPI, and to comply with the Financial Planning Institute's Code of Ethics and Practice Standards Incorporating the FPI Rules of Professional Conduct, Jabu must advise Platinum's clients about any conflicts of interest between his personal interests and his interests as managing director of Platinum, even if it does not impact, or affect those clients.
iii A journalist interviews Jabu about Platinum, Jabu's Certified Financial Planner status, and being a member of the FPI. Even though Jabu is a member of the FPI, he may not speak about the FPI in a way that makes the journalist believe that he is officially representing the FPI.
i and ii
i and iii
ii and iii
iii and iii
None of the above options
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