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Santam 'legit'

21 September 2004 Angelo Coppola

Santam received its Financial Services Provider licence number on 1 September 2004.

Santam CE Steffen Gilbert says: "Santam's successful application confirms its professionalism and commitment towards the delivery of improved insurance services.

Quick Polls

QUESTION

The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

ANSWER

Discuss necessary portfolio realignments
Remind clients to update policy information
Review and refresh clients’ financial goals
Suggest a household budget review
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FAnews November 2024 Get the latest issue of FAnews

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