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There appears to be a perception in some circles that a financial adviser sits in his plush office, while clients queue up outside, waiting for their turn to make use of his invaluable services. While this may, to a far lesser degree, be true of highly experienced and professional advisers, for most it is a daily grind to obtain leads and convert it into…
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Have you ever been in a situation where a client gave you a hard time because you followed the rules laid down by a product provider? We had something similar happen this week. We received a rather threatening email from a friend of a candidate. This was as a result of the candidate having telephonically requested the postponement of her exam a few days…
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Former president Mohammed Moursi, cleric Yusuf Al-Qaradawi, and 104 other people have been sentenced to death. Among the others condemned on Saturday, May 16, were Mohamed Badie, the Supreme Guide of the Muslim Brotherhood (MB), and Mahmoud Ezzat, the group’s number two. Mr Moursi was convicted of murder and attempted murder during his jailbreak…
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In a media release, issued on 27 May 2015, Caroline da Silva, the Deputy Executive Officer for FAIS at the FSB warns the public against conducting business with schemes before verifying whether it is registered with the authorities: “Whenever we receive such queries we first ascertain if there are any regulated entities involved. Where we have…
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Professionalisation is a core thrust of all the changes envisaged in the financial services industry – from the introduction of FAIS to all current and future objectives. What role will obtaining credits, a qualification or a degree play in ensuring this? The original intent of the regulatory exams was to ensure that we understand the legal requirements…
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Gavin Rich makes an interesting observation in an article on Supersport this morning. The Crusaders, Rebels, Lions and Bulls all still have an outside chance of making the playoffs, but have to win this weekend. Crusaders/ Hurricanes It is difficult to believe that the team from Canterbury is likely to miss the playoffs for the first time since 2001.…
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Short-term Ombud Annual Report

This publication reveals some interesting statistics: The total number of complaints received amounted to 10 253, an increase of 9.5% over the previous year. Complaints unresolved after six months totalled only 54 at year end. The turnover rate (the total number of complaints resolved with some additional benefit to the insured expressed as…
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Proposed Qualification for Trustees

Subsection (3) of Section 7C of the Pension Funds Act prescribes that, within a period of six months after a person becoming a board member, he or she must have, or acquire, certain minimum skills to be able to function in such a capacity. After consultation with industry stakeholders, the Registrar decided not to implement this requirement, but…
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RE Update

Bookings for June Nearly Full Candidates who are required to successfully write the level 1 RE by the end of June 2015 are requested to book as soon as possible as our venues are nearly fully booked. Please see registration details. New UK Date in September Candidates who wish to avail themselves of the opportunity of writing in the UK will be able…
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