According to the FS Charter, each financial institution will report annually to the Charter Council on its progress in implementing the provisions of this Charter.  The first annual report will be for the year ending 31 December 2004, and must be submitted to by 31 March 2005.  Thereafter each financial institution will report as at 31 December each year thereafter, and submit the report by 31 March of the following year.

Financial Sector Charter Council 2006 Reporting Guidance Notes.  Please download the guidance notes below.

Share of Designated Investments 31 December 2003.  Please download Appendix B below.

Financial Sector Charter Council 2006 Performance Reporting Questions.  Kindly find attached the 2006 reporting questions availed to assist reporting institutions to begin the process of collating the data and information. The reporting tool the Council is providing is a tool designed only to facilitate the capture of the data.  Please download the questions below.

Financial Sector Charter Council 2006 External Verifiers Guidance Notes.  For the 2006 Performance Reporting period institutions’ reports are required to be reviewed by external auditors and/or external verifiers. Please download the guidance notes below.

UPDATE: Financial Sector Charter Council 2006 External Verifiers Guidance Notes.  The External Verifier’s Guidance Notes were issued by the Financial Sector Charter Council (FSCC) on 9 February 2007 to provide guidance on the format in which financial institutions should submit their annual reports to the FSCC on BEE performance for the 2006 reporting year.  Please note that these reports are withdrawn with immediate effect and replaced by reports which have been developed in consultation with the audit regulator, the Independent Regulatory Board for Auditors (IRBA).  Please refer below for the Access report template as well as the scorecard elements template.