Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
Globally, 93% of consumers still prefer talking over “tapping” when it comes to sharing their brand experience or seeking recommendations, according to a consumer study released by global measurement company Nielsen. Nielsen’s Real […]
In May 2019, Rosemary Lightbody, the senior policy adviser at ASISA, indicated that despite the efforts already made by member companies, it is estimated that unclaimed assets worth R17.1 billion held in 147 221 products […]
In May 2019, Rosemary Lightbody, the senior policy adviser at ASISA, indicated that despite the efforts already made by member companies, it is estimated that unclaimed assets worth R17.1 billion held in 147 221 products […]
The FSCA recently published RDR Discussion Document updates and, amongst others, requested input on various aspects of the adviser categorisation model. The seven key focus areas of the document are: Section 1: Terminology […]
Employer deductions from pension funds have raised many questions in the past. What is legal? Can a pension fund pay-out be delayed? Can damages as a result of theft or fraud be deducted, […]
The Risk Barometer is an annual survey on global business risks from Allianz Global Corporate & Specialty (AGCS). The 2020 edition incorporates the views of a record 2,718 respondents in over 100 countries. […]
The Risk Barometer is an annual survey on global business risks from Allianz Global Corporate & Specialty (AGCS). The 2020 edition incorporates the views of a record 2,718 respondents in over 100 countries. […]
The FSCA recently published various RDR (Retail Distribution Review) discussion documents for comment. One of the documents provides specific updates and requests input on several aspects of the adviser categorisation model. Purpose of […]
The power of social media once again came into play when a claim dispute was resolved after the insurer initially turned down a claim. According to media reports, DA MP Cameron Mackenzie was […]
For minor damages, motorists can now report a crash online via the National Traffic Information System (NATIS) website in order to obtain a case number. However, there are a few stipulations, with only […]
Various annual reports and research have recently highlighted cyber-attacks as the number one global risk for companies. A media release by Mimecast towards the end of 2019 indicated that four major cyber-attack campaigns […]
The annual webinar, aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be hosted on Thursday, 13 February 2020. The session will once again provide insight into frequently […]
The annual webinar, aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be hosted on Thursday, 13 February 2020. The session will once again provide insight into frequently […]
1. Draft Public Compliance Communication 102 on Supervisory Body Access to STR and STR information The draft PCC 102 sets out the provisions of the FIC Act that allows for certain supervisory bodies, […]
The new application guideline and form to apply for a licence to conduct insurance business in South Africa has just been published. Purpose of Licensing 1. The PA carries out its functions in […]
Regardless of what individuals are saving for, one of the most important factors for any investment is the investment’s time frame. In a recent Moneyweb article, Patrick Cairns poses the question “Which funds […]
The abhorrent practise of submitting a single premium investment as a recurring premium policy to earn a substantially higher commission is nothing new. If you then, in addition, destroy documentary evidence in the […]
