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Candidate Membership Application Form

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Please complete the form and click the Submit button at the end. Copies of the following documents need to be submitted along with the application form:
  • ID Document
  • CV
  • Qualifications
I hereby apply to become a candidate member of the Fiduciary Institute of Southern Africa (FISA).
Address*
Drop the ‘0’ e.g. +27 11 555 1234
PERSONAL EXPERIENCE (The minimum experience required in the fiduciary field is three years).
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Did you pass Matric?*
Where did you hear about FISA?*
QUESTIONS: Please answer all the questions below by clicking YES or NO. IMPORTANT: If you answer yes to any of the questions, please supply full details in writing and send it to FISA along with your other documentation requested at the top of this form. Quote the number of the relevant question when supplying the details.
Question 1 – Have you been declared mentally incapacitated or otherwise incapable of managing your own affairs?*
Question 2 – Have you been removed (in your personal capacity or as a nominee of a corporation) by a competent court from the position of executor of an Estate, in accordance with the provisions of section 54(1)(a)(ii), (iii), or (iv) of the Administration of Estates Act, 66 of 1965 (the “Estates Act”)?*
Question 3 – Have you been declared incapable, by a competent court, of holding the office of executor, in accordance with the provisions of section 54(4) of the Estates Act?*
Question 4 – Have you been removed (in your personal capacity or as a nominee of a corporation) from the position of executor of an estate by a competent court in accordance with the provisions of section 54(1)(a)(v), or by the Master of the High Court in accordance with the provisions of section 54(1)(b)(ii), (iii), (iv), or (v) of the Estates Act?*
Question 5 – Are you the subject of any disciplinary or appeal panel hearing, constituted in accordance with the provisions of the Disciplinary Regulations of FISA?*
Question 6 – Have you been sequestrated, provisionally or finally, or surrendered your estate for the benefit of your creditors, or have you made an offer of compromise to your creditors in circumstances where your liabilities exceeded your assets?*
Question 7 – Have you had a civil judgement, for the recovery of an unpaid debt, given against you?*
Question 8 – Have you had a civil judgement given against you for any act or omission containing an element of dishonesty or misrepresentation on your part?*
Question 9 – Have you been declared by a competent court to be over-indebted, or have you applied to be placed under debt review under the provisions of the National Credit Act, 34 of 2005, or any substituting or similar legislation.*
Question 10 – Have you (in your personal capacity or as a nominee of a corporation) been disqualified from being authorised as a trustee under the provisions of section 6(1A) of the Trust Property Control Act, 57 of 1988 (the Act), or have you been removed as trustee by a competent court or by the Master of the High Court, in accordance with the provisions of section 20 of the Act?*
Question 11 – Have you been convicted by a court of criminal justice in the Republic (or anywhere in the world) of any criminal offence of which dishonesty is an element, or which is listed in the First Schedule to the Criminal Procedure Act, 51 of 1977 as amended (or an equivalent offence anywhere in the world), and, in the case of a First Schedule offence (or its equivalent) of which dishonesty is not an element, been sentenced to imprisonment without the option of a fine?*
Question 12 – Are you under investigation for any criminal offence of which dishonesty is an element, or which is listed in the First Schedule to the Criminal Procedure Act, 51 of 1977 as amended (or its equivalent anywhere in the world)?*
Question 13 – Have you been found guilty in a disciplinary hearing by an employer, a regulator in any industry or another association, institute or other membership organisation of misconduct of which dishonesty is an element, or which corresponds with a crime listed in the First Schedule to the Criminal Procedure Act, 51 of 1977, as amended?*
Question 14 – Are you, your employer, or any business or partnership you are involved in, under investigation by any authority for conduct which may affect your fitness to be placed in a position of trust?*
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Please upload the REQUIRED DOCUMENTATION to attach with your application
Max. file size: 10 MB.
Max. file size: 10 MB.
Max. file size: 10 MB.
DECLARATION:
1. I understand that I am subject to the Code of Ethics and of Professional and Responsible Conduct of FISA, as well as the FISA Constitution and Regulations, and I undertake to comply with all provisions therein.
2. I undertake to comply with the Continuing Professional Development (“CPD”) requirements as determined from time to time.
3. I hereby give my consent to FISA to process my personal information in any necessary, fair and reasonable manner in the furtherance of the objectives as stated in clause 7 of the FISA Constitution.
4. I hereby agree that FISA may use my ID/passport number to verify my qualifications, obtain information about my creditworthiness, and ascertain whether I have a criminal record.
5. I declare that all information in this application is, to the best of my knowledge and belief, true and correct, and I hereby apply for FISA candidate membership for 2024.
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