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1 . Thabo is a member of the Financial Planning Institute ( FPI ) , a Certified Financial Planner . Thabo is employed by GreatPlan

1. Thabo is a member of the Financial Planning Institute (FPI), a Certified Financial Planner. Thabo is employed by GreatPlan (Pty) Ltd (GreatPlan), which is authorised as a financial services provider (FSP), in terms of the Financial Advisory and Intermediary Services Act 37 of 2002(the FAIS Act), to provide Category I financial services (advice and intermediary services). Thabo's role is to gather and analyse a client's information, for example, determine the performance of the client's investments, calculate a client's retirement needs, and calculate a client's potential estate duty. He does not make any recommendations to clients. Which of the following statements is correct?
(i) Thabo's activities will constitute financial planning.
(ii) GreatPlan is not required to appoint Thabo as a representative in terms of the FAIS Act.
(iii) Tom, a financial planner and representative of GreatPlan, may not use Thabo's analyses to comply with the requirements of section 8(1)(b) of Board Notice 80 of 2003: General Code of Conduct for Authorised Financial Services Providers and Representatives (the General Code of Conduct), because he did not perform the analyses himself.
(ii)
(i) and (ii)
(ii) and (iii)
(i),(ii) and (iii)
None of the above options

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