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A reader recently commented on media releases from various regulatory bodies, complaining that it contains fancy sounding, but confusing terminology for the normal adviser who is only really interested in how changes will affect him or her, and what he/she is required to do. Alan Holton of Compliance Monitoring Systems recently drafted a summary…
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Candidates are required to be at the venue 30 minutes before the commencement of the examination session. No candidate may enter the examination venue later than 30 minutes after commencement of an examination session. Important: Late comers (candidates) will be shown away by the Invigilator. The candidate will forfeit the fee paid and will have…
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On Monday April 20, the Zambian cabinet approved proposed changes relating to the mining tax regime. The changes imply a reinstatement of the two-tiered tax system. The budget address for the 2015 fiscal year, delivered on 10 October 2014, replaced the two-tiered tax system for miners with (as a final tax) a higher mineral royalty tax regime. Under…
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Mr. W. (insured) submitted a complaint against his insurer, Dial Direct Insurance, in respect of a vehicle hijacking incident. The insurer rejected the claim on the basis that Mr. W. did not provide true and complete information in respect of the sequence of events leading up to the incident. The insurer, in its response to the insured, referred…
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The FSB published updated Qualification lists for FSPs and Compliance Officers. If you have a qualification, but is unsure whether it is recognised by the FSB for your specific licence category, this is the place to look. Board Notice 76 of 2015, titled “Amendment Notice on the Determination of Qualifying Criteria and Qualifications for Financial…
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Graeme Smith’s blog on the ICC website may seem a tad harsh, but if we want to be honest with ourselves, it makes a lot of clinical sense: In my previous column I said how important it was that the Proteas bat deep into their innings so to exploit the New Zealand fifth bowler. The rain robbed them of this opportunity to a certain extent as the fifth bowler…
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New ASISA Replacement Standard

A newly published “ASISA Standard on Replacement” is currently being rolled out to the industry. The aim of the revised guidelines is to bring it in line with Treating Customers Fairly outcomes. The introduction to the new Standard reads: The Financial Advisory and Intermediary Services Act and section 8 of the General Code of Conduct for Authorised…
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RVAF Update

Die Burger reported on Thursday, 16 April 2015, that investors who placed funds with the Relative Value Arbitrage Fund (RVAF) can expect to get some of their money back. This information was contained in the latest progress report from the joint trustees of Herman Pretorius’s estate. According to the article, receipts show that the RVAF…
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Correct Identification Important

Candidates are requested to read the information supplied prior to the examinations very carefully. Of late, we have experienced an increase in candidates who arrive without proper identification. Please bear in mind that this is a professional examination, requiring that candidates identify themselves properly. An ID document, driver’s…
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