Financial Services Tenders

Complete guide to certifications, industry codes, and requirements for financial services tender opportunities in South Africa.

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Related tender categories:

financial services banking insurance

Industry Codes

These codes identify specific service categories within financial services. Select codes that match your company's capabilities when registering on the CSD.

FIN-001Accounting & Bookkeeping

FIN-002Auditing Services

FIN-003Tax Consulting

FIN-004Financial Planning & Advisory

FIN-005Investment Management

FIN-006Risk Management Services

FIN-007Forensic Accounting

FIN-008Payroll Services

FIN-009Treasury Management

FIN-010Financial Systems Implementation

Required Certifications

These certifications are mandatory for financial services tenders. Ensure your business is registered and compliant.

B-BBEE Certificate

Required

Issued by: Verification Agency

Tax Clearance Certificate

Required

Issued by: SARS

CIPC Registration

Required

Issued by: CIPC

UIF Compliance

Required

Issued by: Department of Labour

COIDA Registration

Required

Issued by: Department of Labour

Recommended Certifications

While not mandatory, these certifications can strengthen your tender applications and demonstrate capability.

SAICA Membership

SA Institute of Chartered Accountants

IRBA Registration

Independent Regulatory Board for Auditors

FSP License

FSCA

CFP (Certified Financial Planner)

FPI

ISO 9001:2015 (Quality Management)

SABS/ISO

ISO 14001:2015 (Environmental Management)

SABS/ISO

ISO 45001:2018 (Occupational Health & Safety)

SABS/ISO

Professional Bodies

Independent Regulatory Board for Auditors

(IRBA)Statutory

Financial Sector Conduct Authority

(FSCA)Statutory

SA Institute of Chartered Accountants

(SAICA)