Michelle Maree has completed assessments for a Full FETC in Retail Insurance through Intelligo Solutions. She has been found competent in 26 unit standards, which cover topics like mathematics, communication, insurance products, and regulations. A few unit standards are still pending verification by INSETA before being uploaded to their system. The letter confirms Michelle's progress in the qualification and provides details of the unit standards completed.

1. Managing Director: I. Rose l INSETA ACCREDITATION NO. 130219 | MERSETA 7-QA/ACC/0753/12 l BEE Level 4 Status 100% BEE
1 | P a g e
Intelligo Solutions (PTY) Ltd
Reg. No.: 2010/017282/07
Syringa, The Avenues, 45 Homestead
Road, Rivonia, 2191
PO Box 4140, Rivonia, 2128
(REPUBLIC OF SOUTH AFRICA)
Office: 011 234 6251
info@intelligosolutions.com
www.intelligosolutions.com
09 October 2015
To whom it may concern,
This letter serves as confirmation that Michelle Maree Identity Number 8905200109082 has
submitted all of the assessments for the full FETC: Retail Insurance Qualification through Intelligo
Solutions.
To date Michelle has completed and been found competent and been verified by INSETA for the
following unit standards towards the FETC: Retail Insurance Qualification as per the uploads on the
INSETA SMS system:
Unit
Standard
Number:
Unit Standard Title: Unit
Standard
Level:
Unit
Standard
Credits:
Unit Standard
Type:
9015 Apply knowledge of statistics and probability to critically
interrogate and effectively communicate findings on life
related problems
NQF Level
04
6 Fundamental
9016 Represent analyse and calculate shape and motion in 2-
and 3-dimensional space in different contexts
NQF Level
04
4 Fundamental
7468 Use mathematics to investigate and monitor the
financial aspects of personal, business, national and
international issues
NQF Level
04
6 Fundamental
8968
Accommodate audience and context needs in oral
communication
5 5
Fundamental
8969 Interpret and use information from texts 5 5 Fundamental
8973
Use language and communication in occupational
learning programmes
5 5
Fundamental
8970 Write texts for a range of communicative contexts 5 5 Fundamental
8974
Engage in sustained oral communication and evaluate
spoken texts
5 5
Fundamental
8975 Read analyse and respond to a variety of texts 5 5 Fundamental
8979
Use language and communication in occupational
learning programmes
5 5
Fundamental
8976 Write for a wide range of contexts 5 5 Fundamental

2. Managing Director: I. Rose l INSETA ACCREDITATION NO. 130219 | MERSETA 7-QA/ACC/0753/12 l BEE Level 4 Status 100% BEE
2 | P a g e
The unit standards below have been found competent, pending INSETA verification and upon receipt
of the signed INSETA approval will be uploaded onto the INSETA system as per the INSETA policy and
procedures.
Unit
Standard
Number:
Unit Standard Title: Unit
Standard
Level:
Unit
Standard
Credits:
Unit Standard
Type:
12164
REPLACED
BY 242584
Demonstrate knowledge and insight of the Financial
Advisory and Intermediary Services Act (FAIS) (Act 37 of
2002)
NQF Level
04
2 Core
14506
REPLACED
BY 242593
Explain the Finance Intelligence Centre Act, Act 38 of
2001 and its implications for client relations
NQF Level
04
3 Core
120017 Demonstrate knowledge and understanding of aspects
of the regulatory framework relating to consumer credit
agreements in Retail Insurance in South Africa
NQF Level
04
2 Core
114983 Describe life insurance NQF Level
03
3 Core
117146 Indicate the scope of life insurance in South Africa NQF Level
03
4 Core
119676 Apply the skills of customer care in a specific work
environment
NQF Level
04
4 Core
113903
REPLACED
BY 243137
Demonstrate skills and techniques required to build a
relationship with a client in a financial services
environment
NQF Level
04
3 Core
114964 Describe short term insurance NQF Level
03
3 Core
117134 Indicate the scope of short term insurance in South
Africa
NQF Level
03
3 Core
120019 Analyse new developments reported in the media that
could impact on Short Term insurance
NQF Level
04
10 Core
14991
REPLACED BY
120128
Apply the law of contract to insurance NQF Level
04
2 Core
120022 Apply knowledge and understanding of personal accident
insurance
NQF Level
04
2 Elective
120005 Demonstrate knowledge and understanding of personal motor
insurance
NQF Level
04
4 Elective
120014 Demonstrate knowledge and understanding of warranty as a
class of insurance
NQF Level
04
3 Elective
117117 Describe standard insurance cover in terms of SASRIA NQF Level
04
4 Elective
117127
REPLACED BY
252143
Describe and apply the basic principles of personal income tax NQF Level
04
3 Fundamental

3. Managing Director: I. Rose l INSETA ACCREDITATION NO. 130219 | MERSETA 7-QA/ACC/0753/12 l BEE Level 4 Status 100% BEE
3 | P a g e
117156 Interpret basic financial statements NQF Level
04
4 Fundamental
117158 Investigate ways of managing financial risk in own lives NQF Level
04
5 Fundamental
117132 Explain basic economics NQF Level
03
3 Core
114979 Operate a computer workstation in a business environment NQF Level
03
2 Core
119260 Explain credit life insurance NQF Level
04
2 Elective
119265 Manage risk in own work environment NQF Level
04
2 Core
117133 Manage own work performance in relation to an
organisation's performance management system
NQF Level
03
2 Core
117171 Manage time effectively to enhance productivity and
enable a balanced lifestyle
NQF Level
03
2 Core
14979
REPLACED BY
120127
Describe issues of compliance or non-activity that could result
in civil or criminal liability in terms of business law
NQF Level
04
2 Core
13940
REPLACED
BY 242655
Demonstrate knowledge and application of ethical
conduct in a business environment
NQF Level
04
4 Core
117129 Apply the regulations for disclosure that are required as
part of the financial sales process
NQF Level
04
2 Core
Should you require any further information, please don’t hesitate to contact me.
Yours Sincerely,
Carryn Godlonton
Senior Administrator, Intelligo Solutions.
(011) 234 6251/ (010) 612 0251