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Based on the JSE Fidelity fund rules 1. If you are a stock broker working with client funds and securities. In terms of the fidelity
Based on the JSE Fidelity fund rules
1. If you are a stock broker working with client funds and securities. In terms of the fidelity fund rules how you would need to take care of these assets. Include discussions on separate identity and ownership and management of fidelity fund assets.
2. If your client Freda would like to lodge a claim against you as she feels you did not properly manage her funds. What would be the procedure she needs to follow as well as how the claims will be settled.
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