Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
The establishment of the Financial Services Tribunal has brought much-needed legal certainty to the industry – in particular, those who are disgruntled by the views of decision-makers, as well as rulings by the […]
From 1 February next year, organisations that process certain types of information will have to obtain prior authorisation from the Information Regulator (IR). This will affect, among others, organisations that conduct credit or […]
From 1 February next year, organisations that process certain types of information will have to obtain prior authorisation from the Information Regulator (IR). This will affect, among others, organisations that conduct credit or […]
Last year’s High Court judgment involving Constantia Insurance Company’s Prime Living CoverGrow and Prime Living Legacy policies had a sequel before the Financial Services Tribunal in October, when it was asked to reconsider […]
Last year’s High Court judgment involving Constantia Insurance Company’s Prime Living CoverGrow and Prime Living Legacy policies had a sequel before the Financial Services Tribunal in October, when it was asked to reconsider […]
The Office of the Pension Funds Adjudicator (OPFA) is upping the ante against employers that owe contributions to retirement funds. From 1 December, the office may hand down orders that funds or member […]
The Office of the Pension Funds Adjudicator (OPFA) is upping the ante against employers that owe contributions to retirement funds. From 1 December, the office may hand down orders that funds or member […]
The FSCA is launching an integrated web service for FSPs to update their representative registers, and the uploading of registers in text format or as Excel spreadsheets will cease to be an option […]
The FSCA is launching an integrated web service for FSPs to update their representative registers, and the uploading of registers in text format or as Excel spreadsheets will cease to be an option […]
National Treasury’s second draft amendments to Regulation 28 of the Pension Funds Act have relaxed the restrictions on investments in infrastructure and will prevent funds from investing in crypto assets. Treasury said it […]
It’s not possible to provide clients with proper, holistic financial advice unless you’ve obtained the Postgraduate Diploma in Financial Planning, says Hester van der Merwe, the Financial Planning Institute’s Financial Planner of the […]
The Council for Medical Schemes (CMS) is introducing a new requirement for people applying to be accredited as healthcare brokers for the first time, or brokers renewing their accreditation and whose qualifications have […]
Holding Bitcoin is akin to gambling, and private investors should only risk capital in cryptocurrencies that they are theoretically happy to lose, Allan Gray fund manager Thalia Petousis told the asset manager’s recent […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
