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Important FSB Presentations

Investment Workshop – 2 October 2013 – Old Mutual Conference Centre – Pinelands

This workshop is intended for licence category II and IIA FSPs and will cover the following topics: Unregistered investments, due diligence, reporting, the future of financial planning in SA, planning for income post retirement and the challenges facing both advisors and clients as far as savings in SA are concerned.

Please click on this link to access the registration page of the FSB.

Insurance Regulatory Seminar – Pretoria and Cape Town

The aim of the Seminar is to share information that relates to recent insurance regulatory and supervisory developments in the short-term and the long-term insurance industries, such as the Retail Distribution Review, Solvency Assessment Management, Cell captive and similar arrangements, Binder regulation implementation, and Treating Customers Fairly.

The same Seminar will be held at two different venues: In Pretoria on 31 October, and in Cape Town on 21 November.

The Seminar is targeted at senior management and employees responsible for regulatory compliance issues within insurers.

Please click on this link to access the registration page.

FSB Annual Conference – 14 November 2013 – Sorex Estate – Centurion – Pretoria

The focus of the conference will be on technology.

The keynote address will be on cybercrime in South Africa. Other topics include:

  • Technological options for FSPs and the implications thereof
  • The Electronic Communications and Transactions Act, and its implications for FSPs
  • Cybercrime and fraud – how vulnerable are FSPs and what can they do?
  • Professionalism in the financial sector: Learnerships, RPL, training programmes and more

Registration opens at 08h00, and the conference runs from 09h00 to 16h00.

There are very few seats left. Please click on this link to access the registration page of the FSB.

The workshops for Compliance Officers on 12 November as well as the one on FIC issues on 25 November are already fully booked.

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