Free public website readiness snapshot
See what is ready. Fix what matters next.
A practical public first view for South African brokers and UMAs: conduct and cyber signals visible on one homepage, what needs attention, and where to start. Insurers use a separate controlled-pilot route for consent-bound oversight.
Scope: This free snapshot reads one public homepage and checks only publicly observable signals. It does not run the full attested conduct and cyber assessment.
Full platform assessment library
- 131
- checks total
- 99
- conduct
- 32
- cyber
Readiness score
+9 points since your last scan
Rule tranches
The full picture
See the whole landscape.
Not just the red flags.
Conduct checks
Readiness checks across licensing, advice records, client onboarding, privacy, complaints, governance and binder arrangements, with the relevant source identified for review.
- 9
- Licensing
- 10
- Advice
- 15
- Client onboarding
- 20
- Privacy
- 13
- Complaints
- 4
- Digital channels
- 18
- Governance
- 10
- Binder
Cyber checks
Practical cyber-resilience controls mapped to Joint Standard 2 of 2024. Applicability depends on the entity and arrangement; brokers and UMAs may also encounter these expectations through insurer oversight and contracts.
A better sequence
From uncertainty to evidence.
See the gaps
Provantis runs your practice through 131 conduct and cyber checks and returns a grounded readiness picture — what's in place, what's missing, and what needs attention.
Fix what matters first
Your findings are ranked. Turn a long compliance list into a short, ordered plan your team can actually work through, week by week.
Prove it later
Build a dated evidence trail as you work, ready for your compliance officer, insurer or other authorised reviewer to assess.
Built for the sector you're in
Compliance looks different
at every desk.
For brokers
Conduct readiness, in order.
A practice-level readiness view with cited findings and ranked remediation, kept separate from the judgement of your compliance practitioner or insurer reviewer.
- Conduct readiness
- Licensed capacity and service remain visible beside the finding
- Ranked remediation
- Owner, due date, status and closure evidence
- Dated evidence
- For a compliance practitioner or authorised reviewer to assess
For UMAs
Govern each arrangement separately.
Binder governance, delegated authority and insurer-specific evidence in arrangement workspaces, with material outsourcing kept qualified rather than assumed.
- Delegated authority
- Record the scope actually authorised in the written binder agreement
- Material outsourcing
- Insurer evidence requests apply where the function is assessed as material
- Insurer evidence
- Separate packs and review history by arrangement
For insurers
Oversight without open-network access.
A controlled pilot for cyber, third-party oversight, traceable exceptions and disclosure-limited portfolio reporting.
- Cyber and third parties
- Sourced views from records a participant has explicitly shared
- Exceptions
- Accepted, rejected or time-limited review decisions with reasons
- Portfolio reporting
- Entity, arrangement, portfolio and board views within consent boundaries
Choose the working route
Practice plans and operating-file conversations.
Self-service practice plans
Essentials R1 950/month · Growth R3 500/month · Professional R6 000/month
Read the evidence-led operating-file capabilities and choose the plan depth that fits your practice.
See the operating file →UMA Oversight
Scoped by relationships.
A relationship-shaped workspace where the contract, function and insurer requirement make them relevant — not a larger practice plan.
Discuss the UMA route →Free public homepage snapshot · no card required