Re Update

The final dates for registration for those wishing to write before the end of March are: 13 March for Main Exam Centres 8 March for all other venues in South Africa. 01 March […]

Read More

Helpers out – Round 2.

Chiefs vs Cheetahs From NZ Herald: Chiefs coach, Dave Rennie, is wary of a Cheetahs side which lost to the Sharks in their opening game, but there is no doubt he is taking […]

Read More

Irish Alzheimer's

Murphy showed up at Mass one Sunday, and the priest almost fell over when he saw him. Murphy’d never been to church in his life. After Mass, the priest caught up with him […]

Read More

Download your RE Certificate

We receive numerous requests on a daily basis for copies of RE1 and RE 5 certificates from candidates who mislaid theirs. You can now download a copy from our website in your own […]

Read More

Views on Risk Profiling

Last Monday’s article on the on the Smit determination, which involved an investment in the Dynamic Wealth MR Property Fund, certainly drew a lot of discussion. An experienced broker, and long time personal […]

Read More

Some handy barbed responses

As the old saying goes: “Never argue with an idiot. He will drag you down to his level, and beat you with experience every time.” The following responses will at least help you […]

Read More

SARS Grawe nog Dieper in Jou Rekords:

My kollega wys my gister ‘n e-pos wat hy van sy bank ontvang het oor verdere stappe wat SARS implementeer om belastingbetalers se eerlikheid te toets. New SARS requirement: Your home loan balance […]

Read More

Updating your Compliance File

A reader recently asked how regularly one is obliged to review one’s compliance documentation. The answer appears to be: as and when required. Interestingly, (or perhaps not surprisingly), it appears to be implied, […]

Read More

FSP Numbers

The latest figures showing suspensions and cancellations of FSP licences, as well as the reinstatement of authorisations, was published yesterday. The overall tally was a gain for the industry, with 159 suspensions being […]

Read More

Submission of Financial Statements

Those FSPs whose financial year ends on 28 February, received a reminder from the FSB about the deadline for the compulsory submission of their financial statements.. The Regulator’s website contains guidelines on how […]

Read More

Perfect Vision in Hindsight?

Does the benefit of hindsight count against advisors in so far as the FAIS Ombud is concerned? This is what went through my mind when I read the latest determination by the Ombud. […]

Read More

The Real Cost of Compliance

This article appears in the December/January 2013 edition of INVESTSA Remember the spaghetti western “The Good, the Bad and the Ugly”? In one scene, Eli Wallach, on horseback, leads Clint Eastwood, on foot, […]

Read More