Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Members should find out whether they will be eligible to withdraw money from their savings components.
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations
While several large companies have spearheaded a gradual return-to-work, the hybrid working model has remained sticky for many South Africans.
The declaration follows the Constitutional Court’s ruling in the asset manager’s favour in a tax dispute with SARS.
FAIS Notice 25 of 2023 exempts crypto asset FSPs and KIs from the regulatory examination requirements for 18 months.
Long-standing winners such as Western National and Santam retained their titles, while iTOO re-emerged as the Underwriting Manager of the Year.
If a fund cannot follow the standard allocation methods, it must apply for FSCA approval to use an alternative, reasonable method.
Sperm does not a father make and being a biological parent does not confer absolute rights, according to a ruling by the Pension Funds Adjudicator.
The South African Health Professionals Collaboration says the document is biased towards solidifying support for NHI.
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.
Wynand Venter, Marié Rieckhoff, and Jaco van der Westhuizen share their experience of studying for MBSE’s Advanced Certificate in Financial Planning, highlighting its impact on their careers and the value of continuous learning.
The independent modelling submitted by Sygnia made it clear that the claims in the advert are mathematically and factually accurate.
Business Unity South Africa and the South African Medical Association are unhappy about references to NHI in the document.
The type of fund to which a member belongs may improve or undermine the preservation of retirement fund assets, says Allan Gray.
The FSCA says prescribed assets will compromise the fiduciary duty of retirement fund trustees.
