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Home / Best Practice / Page 27

Best Practice

Videos

Video interview: New mutual insurer enters the market

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2025 FPI Convention Highlights with Lelané Bezuidenhout and Ronald Matande

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Key compliance issues for FSPs in 2025/26

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Running and your money – The link between exercise and financial resilience

Research shows that those who exercise regularly earn more than those who don’t. According to Sydney Mbhele, CEO: Brand at Sanlam, the lead sponsor of the Sanlam Cape Town Marathon, the myriad physical […]

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Running and your money – The link between exercise and financial resilience

Research shows that those who exercise regularly earn more than those who don’t. According to Sydney Mbhele, CEO: Brand at Sanlam, the lead sponsor of the Sanlam Cape Town Marathon, the myriad physical […]

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Financial health – How to get it back on track

Gross Domestic Product (GDP) results are the worst we have seen in over a century, and a decline of 51% for the second quarter of 2020 underlines just how tough times are. The […]

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Common errors with tax returns – SARS taking a tough stance on submissions

Various recent media reports commented on the planned changes to the tax legislation which could see common errors on tax returns resulting in jail time. “New draft legislation seeks to scrap the concept […]

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COVID-19 impact – Extension granted for certain compliance requirements

In response to the impact of COVID-19 and the nationwide lockdown on South Africa in general, and the financial services industry specifically, the Financial Sector Conduct Authority (FSCA)announced various extensions. These include the […]

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Joint Standard 2 of 2020 – Margin Requirements for non-centrally cleared OTC derivative transactions

The Financial Sector Conduct Authority (FSCA) and the Prudential Authority (PA), acting with the concurrence of the South African Reserve Bank, recently published a Joint Standard which prescribes margin requirements for non-centrally cleared […]

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Lockdown restrictions – Remember to look after your body

Only in a healthy body lives a healthy mind! Few would disagree with this age-old adage … with Covid-19 restrictions in place however, it has become super easy to neglect this sage advice. […]

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Lockdown restrictions – Remember to look after your body

Only in a healthy body lives a healthy mind! Few would disagree with this age-old adage … with Covid-19 restrictions in place however, it has become super easy to neglect this sage advice. […]

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Your practice in isolation – decide what role you want to focus on

According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]

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Your practice in isolation – decide what role you want to focus on

According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]

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COVID-19 – IRFA calls for support to Food Forward SA initiative

In a recent media release, Enos Ngutshane, the President of the Institute of Retirement Funds Africa (IRFA) strongly encourages members of the industry association and the retirement sector as a whole to support […]

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COVID-19 crisis – Trauma counselling tips and tools to help you cope

The COVID-19 pandemic has led to a persistent flood of information. Amidst the overload of information, everyone is trying to deal with the new way of working, or the “new normal”, as it […]

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Working from home – How to make sure your remote team is working

One of the top questions leaders ask these days is how do I manage my staff remotely and keep everyone productive? The default answer to this question seems to search for ways to […]

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Retirement in the time of COVID-19 – How to secure a sustainable income for life

Living annuities has become the product of choice when it comes to retirement for most advisers. The Coronavirus has shattered the myth that there is no place for the guaranteed annuities we have […]

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Good news – Life insurers have the reserve buffers to withstand COVID-19 fallout

The South African life insurance industry has more than double the legally required reserve buffers in place and is therefore well positioned to deal with the COVID-19 fallout over the coming months. The […]

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On-boarding of a client – FIC draft customer due diligence and risk assessment

The Financial Intelligence Centres recently published Draft Public Compliance Communication 108 (PCC 108) with the objective to provide clarity on certain practical application issues relating to the on-boarding of a client in terms of Chapter 3 […]

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Vishing – Alert your clients to the latest practises

The dictionary describes vishing as “the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable companies in order to induce individuals to reveal personal information, such as […]

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RAF cannot appropriate medical scheme payments, says court
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