Class of Business Training

Octomate is a duly accredited and is offering Class of Business Training. A FSP and a representative must complete the class of business training relevant to the financial products for which they are authorised or appointed prior to rendering of any financial service in respect of such products. A key individual must, likewise, complete the class of business training in respect of the classes of business it manages or oversees and for which he/she is approved to act as a key individual prior to managing or overseeing the rendering of any such financial services.

Upon completion, the learner will receive a Certificate of Completion, which states the module completed and the final mark.

All FSPs, Key Individuals and Representatives appointed after 1 April 2018. FSPs, Key Individuals and Representatives who seek authorisation, approval or appointment for new financial product categories after 1 April 2018. Representatives working under supervision as at 1 April 2018, or appointed under supervision after 1 April 2018. Certain exemptions apply, depending on the type of business one does, and how it is conducted. Please contact your compliance officer if in doubt.