Why climate change is an investment risk
A short video that explains why climate risk matters to investors.
Author: Moonstone Information Refinery
Where unit trust investors are putting their money
Assets under management by local collective investment schemes once again surpass R3 trillion.
SA’s pension system slips further down the global rankings
Lack of coverage and poor preservation remain the major shortcomings.
FIC sets out how Schedule 1 applies to property practitioners
Anyone registered as an estate agent before February 2022 will remain an accountable institution.
FAIS Ombud’s report identifies FSP ‘problem areas’
These include delays with funeral policy claims, advice to clients who buy living annuities, and insurance policy disclosures.
Set yourself up for a career in short-term insurance with MBSE’s Higher Certificate
The qualification fulfils the qualification requirement for obtaining the Insurance Licentiate (LIISA) designation.
Trustco takes the JSE to the tribunal for a second time
Meanwhile, the High Court dismisses Trustco’s bid to have the FST’s November 2021 decision reviewed and set aside.
Old Mutual to ‘re-enter’ retail banking space in 2024
The group unbundled its majority stake in Nedbank in 2018.
Omnibus anti-money laundering bill almost there
Opposition parties criticise rushed process and impact on NGOs.
Old Mutual life insurance sales continue to recover
Decline in mortality claims and lower client disinvestments and terminations.
MMH reports disappointing new business volumes
Momentum Metropolitan’s life businesses benefit from decline in death claims and higher investment returns.
How to keep cybercriminals at bay when shopping online this Black Friday
Cybercriminals create bogus online stores that claim to sell hard-to-find items.
FSCA workshops on irregularity reports and funeral parlour FSPs
Attendance is limited to the first 1 300 people who register.
Households are R253bn poorer thanks to rising interest rates
Share prices declined and bond yields increased, negatively affecting the value of households’ retirement funds and investments.
Enrol in our specialised financial planning qualifications
The Advanced Certificate in Financial Planning will equip you to provide holistic financial planning services.
How honest are South Africans when making insurance claims or applying for a loan?
Survey also reveals consumers’ anti-fraud preferences when transacting online with the financial services industry.
Increase in ‘slip and trip’ claims predicted over Black Friday weekend
Retailers should be advised how to mitigate the risk of public liability.
