Death Benefits – To be a dependant or not?
Section 37C of the Pension Funds Act 24 of 1956 governs the distribution and payment of lump sum benefits payable on the death of a member of a pension fund, provident fund, pension […]
Appeals Board ruling puts Centriq–Dis-Chem partnership on the line
In Circular 48, the CMS signals tougher enforcement against exempted insurers, warning that non-compliant branding and failure to notify regulators will attract decisive action.
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) […]
Savings clubs – Perhaps time to consider as an alternative?
The National Stokvel Association of South Africa estimates that there are well over 800 000 stokvel groups in South Africa. Over 11.5 million South Africans have joined savings clubs and stokvels. These statistics show that […]
The unbundling of Naspers – What it means for benchmarks and investors
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
The unbundling of Naspers – What it means for benchmarks and investors
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
October is cybersecurity month – Don’t drop the ball and become a victim
October is a month dedicated to a subject that, if ignored, can be very scary, namely cybersecurity. With the Rugby World Cup happening in Japan, a global sporting event said to be the […]
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 […]
Advanced Certificate in Financial Planning – Cornerstone of a professional career in financial planning
Are you in the process of planning your training schedule for 2020? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6). The Advanced Certificate in Financial Planning […]
Advanced Certificate in Financial Planning – Cornerstone of a professional career in financial planning
Are you in the process of planning your training schedule for 2020? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6). The Advanced Certificate in Financial Planning […]
Health Market Inquiry report – Different views from opposing perspectives
On Monday, the Competition Commission released the findings of the Health Inquiry. The report was published after years of extensive consultation with industry experts, government officials and the general public. In their review […]
Health Market Inquiry report – Different views from opposing perspectives
On Monday, the Competition Commission released the findings of the Health Inquiry. The report was published after years of extensive consultation with industry experts, government officials and the general public. In their review […]
World Financial Planning Day – Partner with your client to reach their financial goals
Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
World Financial Planning Day – Partner with your client to reach their financial goals
Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
What is the predominant reason for death claims? – Discovery Life’s claims data provides answers
Discovery Life’s 2018 claims data has revealed that unnatural causes continue to be the predominant reason for death claims, among people under the age of 30. Last year, the leading causes of unnatural […]
Looking to minimise cost of your operation? – Reducing risk is key
According to Statistics South Africa, the economy shrank by -3.2% in the first quarter of 2019. This ongoing economic downturn has had an impact on many industries, forcing them to relook at the […]
Smart Beta – Is it really all it is beefed up to be?
Smart beta is probably the most overused expression in the world of investment today. The term suggests there are dumb betas since there are smart betas but this is not the case. There […]
Smart Beta – Is it really all it is beefed up to be?
Smart beta is probably the most overused expression in the world of investment today. The term suggests there are dumb betas since there are smart betas but this is not the case. There […]
