The Quick Guides below are simplified extracts from the comprehensive manuals on how to perform certain functions on the different Products.

 1.  General Queries

       First Time Login

       Forgot Password and/or PIN

 2.  Administrators

       Comprehensive Manual

       Create :   User Profile / Group

       Search :  Power Search / User Profile

 3.  CCP Users

       Manual Process: Create a Request and View the Response

       Digital Consent:  Submit a CCP Request using Digital Consent and View the Response

       Asset Valuation Service (AV):  Search for a Property and Download the Valuation Report

       Card Payment Solution (Update Billing):  Change from Debit Card to Credit Card Recurring Payments

       Reports

       Comprehensive Manual

 4.  Financial Service Provider Enquiry System (FSP-E)

       DOFA and RE:  Submit a Request and Analyse the Report

       Transacting on the Front-End 

       Comprehensive Manual

 5.  Life and Claims (LC)

       Search Function

       Capture a Life Notification

       Capture a Claim Notification

       Comprehensive Manual

 6.  Replacement Register (RR)

       Reports

       Comprehensive Manual

 7.  E-Books

       Business Lessons from the FAIS Ombud (Anton Swanepool).pdf

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• interactive and comprehensive
• has quizzes and assessments
• free

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Contact Training

Telephone:  +27 11 214 0973 

Email:  training@astutefse.com