Financial & Insurance Summit

Zelna Marx

Zelna Marx

Group F&I Manager, CFAO Mobility

12:00 pm - 12:45 pm

Financial Advisory and Intermediary Services Act (FAIS)

Advice vs Sales: Professionalising the Role of the Automotive F&I Manager
- Compliance requirements for F&I managers
- Fit and Proper requirements
- Disclosure obligations
- Treating customers fairly
- Regulatory oversight of intermediaries