Broker Accreditation Reporting
Real-time FSCA registry verification for your entire agent book — nightly sync, intelligent name matching, debarment detection, and audit-ready Excel reports. Upload your agent list and receive a colour-coded compliance report within minutes. Or connect directly via API to build verification into your existing workflows.
The Problem
Manual FSCA checks don't scale
Every financial services business that works with brokers carries compliance risk. The manual process is broken.
Hours per verification run
Compliance teams spend hours — sometimes days — manually checking each FSP and representative against the FSCA website one by one.
Stale data = regulatory risk
The FSCA register changes daily. A rep debarred last week could still be active in your system, creating real liability exposure.
Name variations break searches
Spreadsheets contain typos, abbreviations, and trading names that don't match registration names. Manual searches miss legitimate matches.
No audit trail
Manual checks leave nothing behind. There's no record of who verified what, when, or what the FSCA status was at that point in time.
Features
Everything you need for FSP compliance
One platform. Automated syncing, intelligent matching, debarment detection, and instant reporting.
Automated Nightly FSCA Sync
Every FSP in the FSCA register is scraped and updated automatically each night. Your team always works from current, authoritative data — with zero manual effort.
Bulk Upload Verification
Upload your agent or broker list as a CSV or Excel file. Map your columns once, then submit. A fully formatted compliance report is generated and emailed automatically.
Intelligent Fuzzy Matching
Our engine handles name typos, trading names vs registered names, Afrikaans abbreviations (BPK, EDMS), and partial matches — so you don't miss valid registrations.
Debarment Register Search
The FSCA debarment register — over 15,000 records — is synced and fully searchable within the platform. Look up any individual before onboarding or at any point during a compliance review.
Colour-Coded Excel Reports
Reports are delivered as formatted Excel files with confidence scores, RAG colour-coding, a recently-updated FSP worksheet, and ready-to-share formatting for auditors.
FSP Change Tracking
See recent changes to any FSP — new representatives, status changes, and inter-FSP rep transfers. Know the moment something in your broker book changes.
API Integration
Build FSCA verification directly into your onboarding, CRM, or compliance systems via the BAR API. Trigger verification runs programmatically and receive structured results without manual file uploads.
Workflow
From upload to report in three steps
No training required. No configuration. Just upload, map, and receive.
Upload your file
Drop in a CSV or Excel file containing your agent or broker list. Any column layout is supported.
Map your columns
Tell us which column is the FSP name, representative name, licence number, and ID. Done once — saved for next time.
Receive your report
A formatted Excel report is generated and emailed automatically. Every row matched, scored, colour-coded, and debarment-checked.
Output
Audit-ready Excel reports, on demand.
Every report is professionally formatted and immediately shareable with your compliance team, auditors, or regulators.
- One row per submitted record with supplied name vs FSCA matched name
- FSP licence number, entity status, and date authorised from the FSCA register
- Confidence score for every match — colour-coded green, gold, or grey
- Second worksheet: FSPs that have had status changes in the last 60 days
- Debarment register (15,000+ records) searchable within the platform
- Full audit trail — report title, date run, and submitted file reference
- API available for programmatic integration into onboarding and compliance workflows
| FSP No | Supplied Name | FSCA Matched Name | Date Auth. | Status | Confidence | |
|---|---|---|---|---|---|---|
| FSP 12345 | Acme Brokers (Pty) Ltd | ACME BROKERS (PTY) LTD | 14/03/2008 | Authorized | 100% | |
| FSP 67890 | Global Financial Svc | GLOBAL FINANCIAL SERVICES | 02/11/2011 | Authorized | 94% | |
| FSP 11111 | Sanlam Beleggings BPK | SANLAM BELEGGINGS (EDMS) BPK | 19/09/2003 | Authorized | 74% | |
| FSP 34521 | Pinnacle Life Assurance | PINNACLE LIFE ASSURANCE (PTY) LTD | 07/06/2001 | Authorized | 91% | |
| FSP 45678 | Apex Short Term Solutions | APEX SHORT-TERM SOLUTIONS LTD | 22/02/2005 | Authorized | 88% | |
| FSP 52390 | Meridian Insure Ltd | MERIDIAN INSURE LIMITED | 15/09/1999 | Authorized | 97% | |
| FSP 78901 | Vertex Financial Advisry | VERTEX FINANCIAL ADVISORY CC | 30/04/2014 | Authorized | 79% | |
| — | Crestline Risk Consultatns | — | — | — | No Match | |
| — | XYZ Advisory Servces | — | — | — | No Match |
Platform
Built for multiple teams and organisations
Full multi-tenant architecture — each organisation gets isolated data, custom branding, and role-based access.
Tenant Isolation
Each organisation's reports, users, and settings are completely isolated. No data leakage between clients.
Role-Based Access
Search-only, Reporting, Analyst, and Admin roles — assign exactly the right permissions per user.
Shared Regulatory Data
All tenants benefit from the same nightly FSCA sync — no duplication, single authoritative source.
Subdomain Access
Each organisation accesses the platform via their own subdomain — clean, branded, and professional.
Who It's For
Built for South African financial services
Any organisation that works with brokers, agents, or representatives registered with the FSCA.
Access Options
Choose how you work with BAR
Whether you need a once-off verification run or a permanent compliance platform for your team, we have an option that fits.
Ad-hoc
Pay-per-Report
Need to verify a broker list without a long-term commitment? Submit your file and receive a full compliance report straight to your inbox — no platform access required.
- Single verification run, on demand
- Full colour-coded Excel report delivered by email
- Debarment cross-check included on every run
- Results typically delivered within minutes
- No setup, no subscription, no obligation
Full Access
RecommendedDedicated Tenant Platform
Your organisation gets its own dedicated instance of the BAR platform — set up, configured, and ready for your team to use from day one. Run as many verifications as you need, whenever you need them.
- Unlimited users — no per-seat fees
- Unlimited verification runs
- Unlimited Excel reports
- Nightly FSCA sync — always working from current data
- Your own subdomain and branded access
- Role-based access (Search, Analyst, Admin)
- FSP change tracking and activity feed
- Full audit trail for every report run
Ready to automate your compliance checks?
See the BAR platform in action. We'll walk you through a live verification run using your own data.