Client Testimonials

"We are very happy with the service that we receive – it is much better than we expected. Besides for the regular audit, Compli-Serve is always available on e-mail for advice on contracts, opinions, providing financial planning templates and for advice on staff training." – Category I Financial Planning Practise in JHB

"We always use our audit reports as bases for improving our own standards for the coming terms. We have on many occasions requested additional advice etc and we have always received timorous feedback and response to our queries. We were always able to phone through queries or ask for assistance and we always receive a fast response. It is also a valuable service in that if you are not able to assist in a certain matter; you are always able to direct us to where we will be able to get assistance." – Direct Marketer based in CPT

"Very good service in general, prompt responses on queries." – Discretionary Investment Managers based in CPT

"The service is great – I appreciate it that we can call for any type of query and always get a conclusive answer – I’ve never received an answer like 'I don’t know or not within our scope'." – Discretionary Investment Managers based in CPT

"Yes, we obtained the help we needed to be aware of regulations and found that we had enough access to information not to fall foul of any of these regulations" – Discretionary Investment Managers based in CPT

"The compliance documentation which you provided has assisted us tremendously in the professional manner in which we deal with the clients and also in the upkeep of our client files" – Category I Financial Planning Practice

"The Knowledge Service provides interesting news stories, but more than that it has a user friendly site, providing links to regulators, documents, and analysis. I find the compressed versions of the Ombud determinations especially very useful. It is also very helpful that many Acts (e.g. FICA/NATIONAL CREDIT ACT) and other important compliance documents (e.g. the various Guidance Notes) can be accessed via one web site. The knowledge Service is always willing to listen to suggestions on how to improve, and they react in a timely and constructive way" – Compliance Practice

"Our business depends on understanding the latest issues as they happen. The Knowledge Service is an important part of our knowledge base." – IFA client