Treasury’s strategy for unclaimed benefits ‘conflates two separate issues’

The industry broadly supports centralising tracing and administration but questions whether moving assets to the CPD is necessary, appropriate, or in members’ interests.

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FSCA – Various Exemption Extensions

On 26 February 2021, the Financial Sector Conduct Authority (FSCA) released the following three FAIS Notices: 1. FSCA FAIS Notice 15 of 2021 – Exemption of Juristic Representatives from section 13(1)(c) of the […]

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FSCA – Various Exemption Extensions

On 26 February 2021, the Financial Sector Conduct Authority (FSCA) released the following three FAIS Notices: 1. FSCA FAIS Notice 15 of 2021 – Exemption of Juristic Representatives from section 13(1)(c) of the […]

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Keep it up close and personal

Failure to disclose material terms and conditions has been the downfall of many an adviser when a complaint is laid with the FAIS Ombud. Admittedly, 20/20 vision is only possible in hindsight as […]

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Keep it up close and personal

Failure to disclose material terms and conditions has been the downfall of many an adviser when a complaint is laid with the FAIS Ombud. Admittedly, 20/20 vision is only possible in hindsight as […]

Read More