At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB discussed feedback received from the industry on remuneration proposals in the Retail Distribution Review. Investment product remuneration While […]
Softbyte Computers recently developed a software program for UNISA to assist tax and accounting students, and is now offering our readers the same student version of WinTax software at no cost. Tony de […]
At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB shared his views on some of the feedback received from the industry on the Retail Distribution Review proposals. […]
I read an interesting article in the New Zealand Herald on possible outcomes based on the log as it currently stands: The closer the Super Rugby playoffs get, the more obvious it becomes […]
Softbyte Computers, a SAIT accredited supplier of CPD goods, kindly offered our readers free access to a series of video lectures on personal tax. Tony de Wijn points out that these lectures are […]
At the recent Discovery Financial Planning Summit, the FSB gave feedback on some of the responses it received to the discussion document on the Retail Distribution Review. It also provided possible timelines for […]
by Patrick Cairns The latest Sanlam BENCHMARK Survey, which takes stock of the behaviour of members of South African pension funds, is full of scary statistics. What is perhaps even scarier is that […]
Have you ever been in a situation where a client gave you a hard time because you followed the rules laid down by a product provider? We had something similar happen this week. […]
The Enforcement Committee of the Financial Services Board recently took action in response to a referral of Nestlife Assurance Corporation Limited for contravening section 7(3) of the Financial Advisory and Intermediary Services Act, […]
In a media release, issued on 27 May 2015, Caroline da Silva, the Deputy Executive Officer for FAIS at the FSB warns the public against conducting business with schemes before verifying whether it […]
Professionalisation is a core thrust of all the changes envisaged in the financial services industry – from the introduction of FAIS to all current and future objectives. What role will obtaining credits, a […]
Gavin Rich makes an interesting observation in an article on Supersport this morning. The Crusaders, Rebels, Lions and Bulls all still have an outside chance of making the playoffs, but have to win […]
This publication reveals some interesting statistics: The total number of complaints received amounted to 10 253, an increase of 9.5% over the previous year. Complaints unresolved after six months totalled only 54 at […]
Subsection (3) of Section 7C of the Pension Funds Act prescribes that, within a period of six months after a person becoming a board member, he or she must have, or acquire, certain […]
There appears to be a perception in some circles that a financial adviser sits in his plush office, while clients queue up outside, waiting for their turn to make use of his invaluable […]
