Finance Service Complaints

Finance Service Complaints (Webinar)
9 July 2024 | 10:00 – 13:00
About this webinar

This webinar will focus on alternatives to litigation where your client, as a customer, has a dispute with a financial services provider. As litigation is often costly to clients and time-consuming, there exists certain channels for dispute resolution, which may be both expedient and cost-effective.

Topics to be covered will include
•    What is a complaint?
•    Who qualifies as a complainant?
•    May a complainant have legal representation before the different tribunals?
•    What are the different tribunals/Ombuds available to financial services clients, and what is their jurisdiction?
•    Binding nature of decisions.

Benefits of attending 
Attending this webinar will help you gain a better understanding of the alternative dispute resolution mechanisms available to your clients where the issues/complaints are against financial services organisations or persons associated with those organisations such as retirement funds, insurers, banks, and financial advisers.

Background to this presentation 
The webinar will focus on the alternative dispute resolution options available to clients of financial service providers; options which are ordinarily more expedient and cost-effective as opposed to litigation in the courts. These tribunals are often empowered to consider complaints, investigate matters, and issue rulings that are binding on the financial services provider. These tribunals are able to provide these resources free of charge, thus removing undesired costs orders against your client should their complaint be unsuccessful. We will delve into of the powers and jurisdiction of these tribunals and provide contact details to use for your clients’ complaints.

Presenter
Andrew Mothibi is an admitted attorney with 14 years post-admission experience. His journey in the Financial Services industry started over 15 years ago when he joined African Bank’s Internal Ombud’s Office where he dealt with client complaints, including those referred to the Ombudsman for Banking, the Credit Ombud, and the National Credit Regulator. He served as a Trustee on the Boards of several retirement funds and wrote published articles on retirement fund matters. He also lectured Pension Law part-time at Wits between 2014 and 2015, and provided training lectures to Magistrates in the Johannesburg region. Andrew has delivered LEAD seminars and webinars on retirement funds and other matters since 2014.

Date
09 July 2024 : 10:00 – 13:00Closing date for registrations: 08 July 2024Note: Kindly note that this webinar might run over the scheduled time.  Please do not arrange any other appointments for at least 30 minutes after the scheduled closing time.Certification
All sessions are mandatory to qualify for a certificate.
Who should register?

•  Practising legal practitioners (attorneys and advocates)
•  Candidate legal practitioner
•  Non legal practioners

Registration

Registration fee categories (including VAT):

  • Practising Legal Practitioners:     R 1 190.00 (including VAT) per participant
  • Candidate Legal Practitioners:    R 590.00 (including VAT) per participant
  • Others | Non-legal Practitioners: R 1 910 (including VAT) per participant
How to register

Kindly note that you can only register online and that there are limited places available. Participants should be registered individually to enable the system to generate a unique username and password for each person.

STEP 1:
Payment should be made by electronic funds transfer (EFT) only. Remember to upload the proof of payment (PDF) in step 2 (Online registration form)LSSA banking details: Account name: Law Society of South Africa | Bank: FNB Pretoria | Branch code: 251445 | Account no: 6200 9641 079 | Reference: Initials and Surname and Cell number
STEP 2:

CLICK HERE TO REGISTER 

STEP 3:
Once you have successfully registered to participate, you will receive confirmation that LEAD has received your registration documentation. You will receive a system-generated e-mail with a  Microsoft Teams link to the webinar at least24 hours before the webinar starts. Read the instructions in the e-mail carefully and test your Microsoft Teams link to the webinar page at least 20 minutes before it starts.
For more information about this webinar contact Seminars Department:

Email: Seminars@LSSALEAD.org.za | Please note we only communicate via e-mail should you need more information.

Please take note

  • The LSSA will not accept liability if the fees are not paid into the designated LSSA bank account.
  • The webinar is conducted in English only.
  • Should you need to cancel your registration, you need to do so in writing before the webinar link and material are shared. No cancelation will be accepted after it has been made available and failure to comply with this will result in the full fee being charged.
  • LSSA/LEAD shall have the right in its sole discretion to postpone or cancel tuition in any programme initially advertised and offered based on insufficient demand. Should LSSA/LEAD cancel the proposed training, registered delegates will be given reasonable notice of the cancellation and all fees paid by the delegate will be refunded.
  • LEAD might record the webinar for QA purposes. According to Company policy and copyright protection, recordings or the PowerPoint presentation will not be made available after the webinar.
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LEAD’s training offers

LEAD is one of the largest providers of legal professional education in South Africa and has been accredited as a legal education provider by the Legal Practice Council. LEAD provides access to quality learning that is relevant, accessible and affordable. LEAD offers an extensive range of learning activities and training options.

Course Dates

Registration fee categories (including VAT):

Practising Legal Practitioners:     R 1 190.00 (including VAT) per participant
Candidate Legal Practitioners:    R 590.00 (including VAT) per participant
Others | Non-legal Practitioners: R 1 910 (including VAT) per participant

Webinar