Managing your emotions while driving – How to avoid road rage
October is Mental Health Awareness month – a month during which we should all focus even more on our well-being. With today’s hectic lifestyle, often our work is a source of a lot […]
Funeral insurance Bill moves to Parliament, but questions persist
The proposed reforms could require significant operational changes for insurers, but industry experts believe they address only part of the problem.
Boost your financial planning career – Apply for the Advanced Certificate in Financial Planning
Are you in the process of planning your training schedule for 2020? Looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider […]
Compliance with conduct standards – What challenges remain for financial services industry?
As part of an assessment of the commitment to conduct standards in the sector, DB & Associates, a management consulting firm operating in South Africa and Australia, held over 100 meetings with the […]
Compliance with conduct standards – What challenges remain for financial services industry?
As part of an assessment of the commitment to conduct standards in the sector, DB & Associates, a management consulting firm operating in South Africa and Australia, held over 100 meetings with the […]
Investor behaviour – What impacts your clients’ decisions?
Understanding personal behaviour and motivation when investing is important to help clients make the right decision. People who invest are faced with countless decisions about which investments to choose, each with unique risks […]
Investor behaviour – What impacts your clients’ decisions?
Understanding personal behaviour and motivation when investing is important to help clients make the right decision. People who invest are faced with countless decisions about which investments to choose, each with unique risks […]
SA Hedge Funds Classification – Aims to simplify assessment, comparison and selection
South African hedge fund managers have begun the process of categorising their hedge fund portfolios in line with the provisions of the new Hedge Fund Classification Standard, which was recently introduced by the […]
SA Hedge Funds Classification – Aims to simplify assessment, comparison and selection
South African hedge fund managers have begun the process of categorising their hedge fund portfolios in line with the provisions of the new Hedge Fund Classification Standard, which was recently introduced by the […]
WhatsApp stokvels – Don’t get caught in the scam
The National Stokvel Association of SA (Nasasa) has warned people not to fall for the “quick buck” WhatsApp stokvels scam. According to a media report the scam operates as an alleged ‘savings club’ […]
WhatsApp stokvels – Don’t get caught in the scam
The National Stokvel Association of SA (Nasasa) has warned people not to fall for the “quick buck” WhatsApp stokvels scam. According to a media report the scam operates as an alleged ‘savings club’ […]
Failure to safeguard mobile device leads to claim rejection – OSTI case provides pointers
“You must, at all times, take reasonable steps to safeguard the mobile device from loss, damage or theft” – policy wording that a client challenged when her cell phone claim was rejected by […]
Failure to safeguard mobile device leads to claim rejection – OSTI case provides pointers
“You must, at all times, take reasonable steps to safeguard the mobile device from loss, damage or theft” – policy wording that a client challenged when her cell phone claim was rejected by […]
Plain language – Not just a TCF requirement
The financial services industry is a complex industry with terminology, acronyms and legislative terms that the “man on the street” does not easily understand. People working in the industry can quickly get caught […]
Plain language – Not just a TCF requirement
The financial services industry is a complex industry with terminology, acronyms and legislative terms that the “man on the street” does not easily understand. People working in the industry can quickly get caught […]
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 […]
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 […]
