My Business Admin
Practice and Compliance Support for Financial Advisors
There aren’t enough hours in the day to work on and in your business — especially for financial advisors balancing clients, admin, and compliance.
My Business Admin helps you reclaim time and focus by handling the critical yet time-consuming administrative tasks that keep your practice running smoothly and compliant.
We provide expert administrative support across two core areas.
The BACKBONE OF YOUR OPERATIONS
Our Business Administration service keeps your practice running smoothly behind the scenes. From handling day-to-day admin to managing critical processes, we help streamline your operations, reduce costs, and boost efficiency — so you and your team can focus on clients and growth.
A Smarter Way to Run Your Practice
Our Practice Administration service streamlines your day-to-day operations, handling everything from admin tasks to client updates with precision and care.
Our Compliance Administration service helps keep your practice fully compliant and audit-ready. We manage regulatory tasks, track requirements, and ensure nothing slips through the cracks
Practice Administration
- PI cover renewals and comparative quotes
- New provider contracts, amendments, and sub-codes
- Commission queries and reconciliations
- B-BBEE and PSP certificates
- Onboarding and supervision of reps and KI’s
- Annual and investment reviews
- Document scanning and digital filing
- Email and call answering when you’re away
- FSCA address and contact management
With our efficient systems, you save time, reduce costs, and improve service delivery — without overloading your internal team.
Compliance Admin
- FAIS: RAR, SLA/mandates, registers, RMCP manual, CMS licence renewals
- FICA: Verification via FICA-E or EAS-E, registers, RMCP manual, FIC registration
- POPIA: RMCP manual, templates, POPI officer documentation
Important: We are not a compliance officer. We work alongside your compliance officer to help implement the processes and documentation you need to stay compliant.
We assist with onboarding and supervising new reps by setting up supervision under the FSP, preparing all necessary documentation and contracts, and guiding reps through the process of applying for provider codes — with final sign-off provided once everything is complete.
Advisors choose us to reduce stress and avoid admin bottlenecks, providing peace of mind knowing that practice and compliance tasks are under control. With more time for client work and revenue-generating activities, our services also reduce staff pressure and operational costs, ensuring no more last-minute compliance scrambles.
