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Unit Standard No.12164Page 99

TASK SHEET 3.4

CASE STUDY: Who is a representative and who is an FSP

in the following case studies?

Case study 1:

ABC (Pty) Ltd is a product supplier and employs the services of tied agents to market their products on their behalf.  The company renders an intermediary service and the agents are involved in the giving of advice to clients.

FINANCIAL SERVICES PROVIDER/S?

REPRESENTATIVES?

Case Study 2:

XYZ (Pty) Ltd is a short term insurance product supplier.  They employ the services of ST Insurance Brokers CC to market their products for them.  ST Insurance Brokers  is a close corporation and employs 5 advisors who offer advice to clients on a variety of short term insurance products.

FINANCIAL SERVICES PROVIDER/S?

REPRESENTATIVES?

Case Study 3:

XYZ (Pty) Ltd is a Long Term insurance product supplier.  They employ the services of LT Insurance Brokers to market their products for them.  LT Insurance Brokers operates as a partnership and employs 10 advisors who offer advice to clients on a variety of short term insurance products.  XYZ also employs the services of 50 tied agents to market their products.

FINANCIAL SERVICES PROVIDER/S?

REPRESENTATIVES?

Completed By:

Signed

Date

Assessed BY

:

Signed

Date

Moderated By

Signed

Date

Comments

INSMAT final materials31/10/03

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