The Lucere Blog
Compliance, without the guesswork.
Notes on FICA/FFC readiness, client due diligence, and building the audit trail before someone asks for it.
Exporting audit trails
How to view, filter, and export your firm-wide audit trail, a single client’s audit pack, or a bulk export for the whole firm.
Lucere 29 July 2026
Adding team members and setting up roles
How to invite a team member, change their role, and control what each role is allowed to do.
Lucere 29 July 2026
Adding clients, running checks, and sending document requests
The full flow for a new client: adding them to your register, running a verification check, and sending a document request.
Lucere 29 July 2026
The Complete FICA Compliance Checklist for South African Estate Agencies
Fidelity Fund Certificate renewal now hinges on demonstrable FICA compliance. Here is the full checklist, from your RMCP to record-keeping, section by section, so you can audit your own firm honestly.
Lucere Team 29 July 2026