PAIA Manual requirements postponed
Unbeknown to most of our readers, they almost became criminals overnight. In an article titled Important changes to PAIA on Monday we reported about changes to the Promotion of Access to Information Act […]
Best Practice
PAIA Manual requirements postponed
Unbeknown to most of our readers, they almost became criminals overnight. In an article titled Important changes to PAIA on Monday we reported about changes to the Promotion of Access to Information Act […]
Potential POPIA impact on social media
A very interesting article on the Werksmans website provides some insight into what may just be the first of many unforeseen outcomes of this new legislation. A Legalbrief Today article points out […]
Impact of Market Value adjustment on Section 14 transfer
Adjustments for adverse market conditions last year led to a highly unsatisfactory outcome for a client whose funds were invested in a smoothed bonus portfolio. The complainant’s Section 14 application form was sent […]
Employers may now implement mandatory vaccination policies
An updated Consolidated Direction on Occupational Health and Safety (Directive) was issued on 11 June 2021 by the Department of Employment and Labour. Amongst others, it expressly permits an employer to implement a […]
Local multi-asset fund managers bullish on JSE-listed stocks outlook
We noted last week, in an article titled The strengthening Rand and investing overseas, that local equities have outstripped global markets by huge margins since April 2020. This view is reaffirmed in an […]
The strengthening Rand and investing overseas
If, like me, you watched in amazement as the local currency kept getting stronger against the Dollar and Euro, you might want to read the views expressed in a MoneyMarketing article on Friday. […]
Invalid driver licence leads to substantial loss
In a country beset by criminal activity, one has to be so alert when verifying documentation. We read regularly about people being convicted for fraud with driving licences, but do employers pay enough […]
The importance of a robust retirement plan
Now is a good time for retirees to secure a guaranteed income for life. According to retirement income specialist Just, if your retirement savings were invested in balanced funds through the market turmoil […]
Short-term Insurance trends amongst the super wealthy
The money matters of the super wealthy topped the agenda at the recently held Elite Wealth Conference. The virtual event offered brokers and their clients a fascinating look at the lifestyle of the […]
Short-term Insurance trends amongst the super wealthy
The money matters of the super wealthy topped the agenda at the recently held Elite Wealth Conference. The virtual event offered brokers and their clients a fascinating look at the lifestyle of the […]
Cutting through the noise to provide suitable financial advice
The Momentum Investments & Oxford Risk Noise and Investment Advice Study brought some interesting facts to light on the effect subjectivity has on the advisor as well. With its purpose to detect variation […]
Cutting through the noise to provide suitable financial advice
The Momentum Investments & Oxford Risk Noise and Investment Advice Study brought some interesting facts to light on the effect subjectivity has on the advisor as well. With its purpose to detect variation […]
Do you project your own attitude to risk into client assessments?
“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]
Do you project your own attitude to risk into client assessments?
“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]
Professional qualification – Second chance to register
Here is some good news for you if: -your study plans were interrupted by the pandemic -you left it too late to register for studies in the 2021 academic year -you were unsure […]
Why South Africans need the lifeline of income protection
In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]
