Execution of wills during lockdown – Covid-19 poses problems
“Since 1 January 1954 all wills must be in writing. They can be written by hand, typed or printed. The signature of the testator/testatrix must appear at the end of the will. This […]
Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
Substantial increase in demand for wills – Covid-19 creates communication opportunity
The Covid-19 pandemic has highlighted that life can be totally unpredictable. The current scenario has brought conversations of life and death to the fore and sharpened the focus on the importance of drafting […]
Pension Fund Act rules versus testamentary beneficiary nominations – Tribunal clarifies dispute
A member of a pension fund died without having nominated any beneficiaries. The trustees allocated the proceeds to his two daughters, but this was disputed by one of the nominees as beneficiaries under […]
LinkedIn – First impressions count
Individuals can find financial advisers in many ways. Asking family and friends for recommendations have always been top of list for many. But in the current lockdown scenario many are heading to LinkedIn […]
COVID-19 – Update on Occupational Health and Safety Measures in Workplaces
The directions contained in latest Government notice is aimed at the prevention of transmission and specific occupational hygiene practices that focus on the need for employers to implement measures to mitigate or eliminate […]
Hub Talks – Discussions about Innovation Hub initiatives launched
The Innovation Hub is a collaborative effort of the Intergovernmental Fintech Working Group (IFWG), which includes participation from National Treasury, the Financial Intelligence Centre, the Financial Sector Conduct Authority, the National Credit Regulator, […]
Covid-19 – Supervisory response
Joint Communication 2 of 2020: COVID-19 Supervisory response, addressing various aspects under the FIC Act, was published last week. The communication confirms that there will be no relaxation of the Accountable Institutions (AIs) […]
Short term insurance – Duty to disclose a change in risk
In addition to making the correct disclosures at the start of a policy as well as paying the premium, most policies place a duty on the insured to inform the insurer of any […]
Short term insurance – Duty to disclose a change in risk
In addition to making the correct disclosures at the start of a policy as well as paying the premium, most policies place a duty on the insured to inform the insurer of any […]
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
CPD – Learn about managing the Corona Virus and earn CPD credit gratis
For those advisers who have not reached their required hours yet, the Moonstone Business School of Excellence (MBSE) has developed various CPD online courses that will not only assist you to obtain the […]
Temporary relief for pensioners with living annuities – Pros and cons to consider
“…we have expanded access to living annuity funds by allowing (the) individual to adjust the proportion they receive as an annuity income, instead of waiting up to one year until their next contract […]
Life cover options – Keep client informed of options
In his latest address to the nation, the President said some economic activity will be allowed to resume, subject to extreme precautions to limit community transmission and outbreaks, and some businesses will be […]
Unit trust statements – Opportunity to guide investors
A recent media release by the Actuarial Society of South Africa reaffirms that the first quarter of this year has been a rollercoaster ride for investors, with unit trust portfolios having delivered a […]
COVID-19 relief measures – Short-Term industry responses
As the COVID-19 pandemic continues to affect the livelihoods of many South Africans, most short-term insurers have implemented various forms of relief for their customers. This is in line with the recent FSCA […]
COVID-19 – Regulatory response to immediate priorities
A recent Joint Communication sets out the responses by the Prudential Authority (PA) and the Financial Sector Conduct Authority (FSCA) to the COVID-19 pandemic as well as the observed and predicted impacts it […]
