Raging Bull Awards
– And the winners are… The fund performance “Oscars” in the unit trust industry have just been announced. The winners are determined on the basis of risk-adjusted performance, which take into account the […]
Industry News
Raging Bull Awards
– And the winners are… The fund performance “Oscars” in the unit trust industry have just been announced. The winners are determined on the basis of risk-adjusted performance, which take into account the […]
Section 12J tax incentive
– 12 of the most common questions investors ask “Many South Africans are currently considering whether to reduce their February tax liability by taking advantage of the Section 12J tax deduction. For every R100 […]
Section 12J tax incentive
– 12 of the most common questions investors ask “Many South Africans are currently considering whether to reduce their February tax liability by taking advantage of the Section 12J tax deduction. For every R100 […]
Insuring a student’s valuables
– Tips for your clients This week many universities and colleges re-opened and many students headed back to campus. Marius Neethling, Underwriting Manager for Santam’s Personal Lines recently shared some expert advice on […]
Proposals for cryptocurrency regulation
Members of the public and impacted stakeholders have until 15 February 2019 to make submissions on policy and regulatory proposals for crypto assets. The Financial Intelligence Centre (FIC), Financial Sector Conduct Authority (FSCA), […]
Proposals for cryptocurrency regulation
Members of the public and impacted stakeholders have until 15 February 2019 to make submissions on policy and regulatory proposals for crypto assets. The Financial Intelligence Centre (FIC), Financial Sector Conduct Authority (FSCA), […]
Can the majority of trustees request a trustee to resign?
– Law firm sheds some light “I am a trustee on a family trust. I was recently informed by the other trustees that they are requesting me to resign as trustee. They did […]
New FIC Draft guidance note
– Update on ‘suspicious and unusual transactions and activities’ The Financial Intelligence Centre (FIC) has updated its existing guidance relating to suspicious transaction reporting (STR) in terms of section 29 of the Financial […]
Registrar of Pension Funds Annual Report
What can we learn from the past? The Registrar of Pension Funds 59th Annual Report for the 2017 calendar year was published on 18 December 2018. Besides the industry statistical overview, performance of […]
Registrar of Pension Funds Annual Report
What can we learn from the past? The Registrar of Pension Funds 59th Annual Report for the 2017 calendar year was published on 18 December 2018. Besides the industry statistical overview, performance of […]
Business interruption and cyber risk top SA corporate concerns
Allianz Risk Barometer 2019: Business interruption and cyber risk top South African corporate concerns According to the 2019 Allianz Risk Barometer, cyber incidents now trigger the same level of corporate concern as business […]
Business interruption and cyber risk top SA corporate concerns
Allianz Risk Barometer 2019: Business interruption and cyber risk top South African corporate concerns According to the 2019 Allianz Risk Barometer, cyber incidents now trigger the same level of corporate concern as business […]
Fintech policies and regulatory frameworks – National Treasury programme update
“Financial Technology (FinTech) has become an increasingly popular phenomenon, with people familiarising themselves with crypto-currencies such as Bitcoin, SAFcoin and many others. The main issue with all these currencies is that they operate […]
REMINDER – The impact of FAIS Notice on regulatory exams
Regulatory changes have a huge impact on the content of the Regulatory Exams. The latest FSCA FAIS Notice that comes into effect on 1 February 2019 is no exception. Candidates need to take careful note […]
Section 12J companies – An investment tax incentive that is working for SA
In the December issue of MoneyMarketing, Jonti Osher and Dino Zuccollo, Section 12 fund managers of Westbrooke Alternative Asset Management give an overview of the current Section 12J market. Section 12J was introduced […]
Unpacking & understanding annuity strategies
New regulations which cover default investment portfolios, default preservation and annuity strategies were recently introduced. In an Asset TV Masterclass, a panel of experts discuss annuity solutions, retirement benefit counselling and regulation 39. […]
