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.

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Business or commercial insurance?

Business or commercial insurance? – Advisor’s duty to ensure clients are correctly covered The conundrum of business vs commercial vehicle insurance is once again showcased in one of the most recent determinations issued […]

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Business or commercial insurance?

Business or commercial insurance? – Advisor’s duty to ensure clients are correctly covered The conundrum of business vs commercial vehicle insurance is once again showcased in one of the most recent determinations issued […]

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Softfin Financial Planning Software

Experience taught us that a low-cost offer should be treated with suspicion and a no-cost one with even greater circumspection. There are exceptions, though. Softbyte Computers announced last week that Moonstone subscribers can […]

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Softfin Financial Planning Software

Experience taught us that a low-cost offer should be treated with suspicion and a no-cost one with even greater circumspection. There are exceptions, though. Softbyte Computers announced last week that Moonstone subscribers can […]

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Did Reserve Bank cause Sharemax implosion?

– Interesting high court judgment This rather sensational headline greeted readers of the Star newspaper on December 14, 2018. But does this reflect the real findings of the KZN High Court? A careful reading of […]

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POPI – More regulations published

The Information Regulator in SA published the final Protection of Personal Information (POPI) regulations on 14 December 2018. The purpose of the POPI Act is to ensure all South African institutions conduct themselves in a […]

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Needs analysis not a tick box exercise

The importance of an in-depth client financial needs analysis is once more highlighted in a FAIS Ombud investigation, ruling and settlement. A financial needs analysis should not just be a tick box exercise; […]

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Behavioural science leads to better returns

Financial Planner of the Year shares tips – Behavioural science leads to better returns In a recent Business Report article, Janet Hugo Financial Planner of the Year, shares how behavioural finance can be […]

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ASISA statistics on fraudulent claims

ASISA statistics on fraudulent claims – Spike in dishonest death claims Although there was a decline in the number of irregular claims the value of the fraudulent and dishonest claims was almost the […]

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