FIC warns of penalties after poor RCR compliance
Less than half of the first group of accountable institutions had submitted their returns by mid-July, while submissions from the second group are low.
Bonitas, Medscheme clash over scope of CMS investigation
Medscheme says the CMS has broadened its investigation into Bonitas’s procurement processes, but Bonitas disputes that interpretation.
Minister approves draft regulations for virtual affidavits
The proposed framework would allow affidavits to be commissioned remotely through live audiovisual technology.
MBSE expands regulatory exam training with new RE1 programme
Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.
Treasury faces seven-day deadline over withheld municipal funds
Lawmakers want legal questions over withheld equitable-share allocations resolved as Treasury begins releasing billions of rand to compliant municipalities.
Dividend-stripping case sharpens the boundaries of legitimate tax planning
The Tax Court has affirmed the choice principle but raised fresh questions about where legitimate tax-efficient structuring ends and impermissible avoidance begins.
The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
The hidden compliance risks behind DOFA, onboarding and supervision
Moonstone’s Paull Lawrence shares practical insights on why DOFA is far more than an administrative record, and where hidden compliance risks can emerge for FSPs.
Planning for retirement is improving, but reality is proving costlier
FNB’s survey shows more South Africans are preparing for retirement, while retirees’ experiences disclose the financial pressures that many did not anticipate.
Investment benchmark debuts with strong customer experience score
The inaugural benchmark outperformed the global standard, while the life insurance results highlighted a similar gap between customer experience and perceived value.
How retailers quietly persuade you to spend more
From store layouts to limited-time specials, understanding the psychology behind shopping can help consumers avoid impulse purchases and keep their budgets on track.
Discovery research links sleep debt to higher accident risk
Discovery Insure says four years of research show sleep debt is one of the strongest predictors of accident risk, prompting it to add sleep to its behaviour-based insurance model.
Poor sales process alone does not justify debarment
The Tribunal held that procedural shortcomings must be distinguished from conduct showing a representative lacks honesty and integrity.
PIC faces mounting governance scrutiny
The FSCA’s investigation forms part of a wider sequence of governance developments at the state-owned asset manager.
What makes a great financial planner? MBSE’s top achievers have one answer
The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.
OUTA seeks urgent court order to halt AARTO rollout
OUTA’s challenge raises fresh questions about AARTO’s legal foundations, but for now the rollout continues unchanged while the High Court considers the application.
Can AARTO make better drivers – and smarter underwriting?
Old Mutual Insure says demerit points could eventually influence underwriting, but only if they prove to be a reliable predictor of insurance risk.
Law firm calls for banks to reimburse fraud victims
Trudie Broekmann Attorneys says South Africa should adopt a mandatory reimbursement framework that goes beyond the UK’s protections for payment scams.
