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Author Archive | Paul Kruger

training-concept

Class of Business – make it part of your training schedule

With the Class of Business requirements that commenced on 1 August 2018 it is important to note that CoB can also be added to your training schedule if you: Wish to remain up to date with class of business product information, in order to maintain your on-going competence in terms of the fit-and-proper requirements. Wish to obtain […]

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moonstone-appeal-board-decision

Exemption of Services under Supervision Consultation Paper released

The FSCA has released the Exemption on Services under Supervision Consultation Paper. The Consultation Paper relates to the FSCA’s proposed withdrawal of the Notice on the Exemption of Services under Supervision in terms of Requirements and Conditions, 2008 (2008 Exemption), and the replacement of the 2008 Exemption. Interested parties are invited to submit submissions on […]

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Reports

More choice in an increasingly complex landscape – (part 1)

GTC Medical Aid Survey 2018 – More choice in an increasingly complex landscape GTC, leading wealth and financial advisory firm, released the 2018 Medical Aid Survey recently. The survey compares local medical aid schemes on cost to members across various levels of cover. This comes in the midst of renewed emphasis on the South African […]

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Vusi-Khanyile

New Chairman of Santam Board – Vusi Khanyile appointed

The Board of Santam recently announced the appointment of Mr Vusumuzi (Vusi) Phillip Khanyile as its chairperson with effect from 1 July 2018. Mr Khanyile joined the Santam board as an Independent Non-Executive Director on 23 April 2018, having previously served as a director between April 2010 and May 2013. He also served as Chairman of the Board from 2 June 2010 to […]

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client_centric

And the winner is…

In the midst of the world cup soccer hype, Neymar memes and speculation on which team will be crowned as the winners of World Cup 2018, the role of soccer coaches sometimes fades into the background as star players are praised for the results. Soccer coaches are, however, key in creating the right platform for […]

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progress-report

The latest FSCA FAIS notices

The FSCA as release the following FAIS Notices: FAIS notice 32 of 2018 – Compliance report for Category I with a CO ● Reporting date: Still 31 May 2018 ● Submission deadline: 15 September 2018 ● Some of the questions have been split into pre April 2018 and post April 2018. FAIS Notice 33 of 2018 – Compliance report […]

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awards

Congratulations to the FIA winners

The Financial Intermediaries Association of Southern Africa (FIA) announced the 2018 FIA Awards winners at a gala event held at the Sandton Convention Centre last week. PRODUCTS PRODUCT SUPPLIERS Employee benefits Sanlam Employee Benefits Medical schemes Discovery Health Long term lump sum Allan Gray Long term risk product Old Mutual Life Long term savings Allan […]

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