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Honesty is the best insurance policy. Blatantly lying or omitting the truth when claiming puts you on a slippery slope. If you get caught committing insurance fraud, you not only could have a claim denied but could experience more extreme consequences.
POPIA (protection of Personal Information Act,2013) is a beautiful creature of legislature designed to align South Africa with International data privacy laws and good business practice.
The Financial Sector Conduct Authority (FSCA) warns the public against doing any financial services related business with an entity referring to itself as Quantlio Investments LLC, which is not authorised to give any financial advice or render any intermediary services in terms of the Financial Advisory and Intermediary Services Act, 2002 (FAIS Act).
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: