The rising number of investigations and inspections underline a shift from registration to active supervision.
Last year was a challenging year for investors, with US equity and government bond markets both returning less than cash. While there is no guarantee of better performance in 2019, identifying the underlying […]
“I am authorised for Long-term Insurance sub-category B1, B2 and C as well as a Participative Interest in Collective Investment Schemes. What are the minimum CPD hours I have to obtain?” This question, […]
According to Marina Grindle, FMG Suite’s Content Marketing Specialist, technology adoption has become a sink or swim situation for financial advisors. “Innovations are shaking up many of the traditional areas of financial management […]
According to preliminary figures, road accidents recorded in the recent festive season total 1 286, regrettably and unfortunately resulting in 1 612 fatalities nationwide. These statistics were recently announced by the Minister of Transport, Dr […]
The FAIS Act and other legislation prescribe a number of requirements that individuals who provide financial advice must adhere to. Throughout your career you are reminded of these deadlines. The successful completion of […]
The FAIS Act and other legislation prescribe a number of requirements that individuals who provide financial advice must adhere to. Throughout your career you are reminded of these deadlines. The successful completion of […]
– Adjustment of broker fees The Council for Medical Schemes published Circular 4 of 2019 containing the details of the increase in broker fees. Regulation 28(2) published in terms of the Medical Schemes […]
– And the winners are… The fund performance “Oscars” in the unit trust industry have just been announced. The winners are determined on the basis of risk-adjusted performance, which take into account the […]
– And the winners are… The fund performance “Oscars” in the unit trust industry have just been announced. The winners are determined on the basis of risk-adjusted performance, which take into account the […]
– 12 of the most common questions investors ask “Many South Africans are currently considering whether to reduce their February tax liability by taking advantage of the Section 12J tax deduction. For every R100 […]
– 12 of the most common questions investors ask “Many South Africans are currently considering whether to reduce their February tax liability by taking advantage of the Section 12J tax deduction. For every R100 […]
– The right to state your case is not negotiable Audi alteram partem (or audiatur et altera pars) is a Latin phrase meaning “listen to the other side”, or “let the other side […]
– The right to state your case is not negotiable Audi alteram partem (or audiatur et altera pars) is a Latin phrase meaning “listen to the other side”, or “let the other side […]
– Affects banking safety On Monday it was World Data Privacy Day – a day which aimed to highlight that millions of people worldwide are unaware of how their personal information is being […]
– Tips for your clients This week many universities and colleges re-opened and many students headed back to campus. Marius Neethling, Underwriting Manager for Santam’s Personal Lines recently shared some expert advice on […]
– Equip yourself with expert skills and practical experience Have you ever considered becoming a compliance officer? Now it is possible. Compliance Officers generally provide compliance services to the management of a company, […]
– Impact on insurer’s risk assessment Detail in recording risks is critical at the inception of any insurance proposal as this may impact on a number of areas, including future claims under such […]
