Hosting successful business meetings – Find out how and earn CPD hours
We have all sat through them. We have prayed for them to end, or we have been intimately involved in them. We have contributed to them, or listened to others drone on in […]
Best Practice
F & I Customer Service Course – Treating customers fairly made easy
The most valuable resource of a dealership is not its products – without customers there are no sales. If everyone in the business works as part of a unified team, where the focus […]
F & I Customer Service Course – Treating customers fairly made easy
The most valuable resource of a dealership is not its products – without customers there are no sales. If everyone in the business works as part of a unified team, where the focus […]
Investor behaviour – What impacts your clients’ decisions?
Understanding personal behaviour and motivation when investing is important to help clients make the right decision. People who invest are faced with countless decisions about which investments to choose, each with unique risks […]
Investor behaviour – What impacts your clients’ decisions?
Understanding personal behaviour and motivation when investing is important to help clients make the right decision. People who invest are faced with countless decisions about which investments to choose, each with unique risks […]
Accounting standard exemptions for managers and auditors of collective investment schemes
The FSCA has published a draft general exemption that proposes to exempt managers and auditors of collective investment schemes (CIS) and its portfolios from those parts of section 74(1) (a) and (2) (c) […]
NQF Amendment Act – More than just criminalising lying on CVs
According to the South African Qualifications Authority, there is more to the National Qualifications Framework (NQF) Amendment Act, No 12 of 2019 than just criminalising qualifications fraud and lying about qualifications on CVs. Signed […]
How often should employers review their umbrella fund provider?
The 2019 Sanlam Benchmark Survey found that one-third of employers using umbrella funds have never reviewed their provider, while less than half of respondents conducted a review of their provider every one to […]
Microinsurers – Proposed exemption for Credit Life
The FSCA has published the draft exemption for Microinsurers offering Credit Life from Rule 2A.10.1 of the Policyholder Protection Rules which states “A microinsurance policy or a funeral policy may not prescribe that a […]
Microinsurers – Proposed exemption for Credit Life
The FSCA has published the draft exemption for Microinsurers offering Credit Life from Rule 2A.10.1 of the Policyholder Protection Rules which states “A microinsurance policy or a funeral policy may not prescribe that a […]
Joint Standard on F&P requirements for significant owners – Second round of public consultation
This week the Prudential Authority (PA) and the Financial Sector Conduct Authority (FSCA) jointly published a proposed Joint Standard on fit and proper requirements for significant owners of financial institutions in terms of […]
Debarment – 3 critical steps to comply
The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. It is […]
Debarment – 3 critical steps to comply
The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. It is […]
CPD – two month exemption to comply
Last week the FSCA published the Exemption from Continuous Professional Development Requirements, 2019 – No 2 of 2019 on its website. The purpose of the Exemption is to allow financial services providers, key individuals and representatives […]
Cyber insurance – A first priority for SMEs
Late last year, Business Report shared that according to the global Cyber Exposure Index, South Africa currently has the sixth highest average exposure to cybercrime, with businesses in the industrial and financial sectors […]
Cyber insurance – A first priority for SMEs
Late last year, Business Report shared that according to the global Cyber Exposure Index, South Africa currently has the sixth highest average exposure to cybercrime, with businesses in the industrial and financial sectors […]
Softfin Financial Planning Software
Experience taught us that a low-cost offer should be treated with suspicion and a no-cost one with even greater circumspection. There are exceptions, though. Softbyte Computers announced last week that Moonstone subscribers can […]
