Low income earners spending more
Old Mutual Savings and Investment Monitor – Low income earners spending more Every year the Old Mutual Savings & Investment Monitor tracks the shifts in the financial attitudes and behaviour of South Africa’s […]
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.
New “top” Medical Aid 2018
New “top” Medical Aid 2018 – Consulta’s release of South African Customer Satisfaction Index The latest results for the South African Customer Satisfaction Index (the SA-csi) for medical schemes revealed that Medihelp has […]
Exemption of services under supervision – part 1
Exemption of services under supervision – Differences between 2008 Exemption and the Draft Exemption The FSCA released the “Consultation Paper: Exemption on services under supervision” last week and mentioned that it is necessary […]
Who owns your LinkedIn profile?
Nowadays everyone has a social media account. In some cases employees also use their personal social networking accounts for work. The question now is: who actually owns those accounts? Even if you’ve never […]
South Africa and indebtedness – financial sector needs to step in
According to a Business Day article “the only thing that has saved consumers from a crippling increase in debt service costs is that interest rates are at their lowest level for almost 40 […]
Class of Business – make it part of your training schedule
With the Class of Business requirements that commenced on 1 August 2018 it is important to note that CoB can also be added to your training schedule if you: Wish to remain up to date […]
Exemption of Services under Supervision Consultation Paper released
The FSCA has released the Exemption on Services under Supervision Consultation Paper. The Consultation Paper relates to the FSCA’s proposed withdrawal of the Notice on the Exemption of Services under Supervision in terms […]
How lack of understanding increases complaints and impacts rankings (part 2)
GTC Medical Aid Survey 2018 (part 2) – How lack of understanding increases complaints and impacts rankings At a media roundtable releasing the GTC 2018 Medical Aid Survey (MAS) Jill Larkan, Head: Healthcare […]
More choice in an increasingly complex landscape – (part 1)
GTC Medical Aid Survey 2018 – More choice in an increasingly complex landscape GTC, leading wealth and financial advisory firm, released the 2018 Medical Aid Survey recently. The survey compares local medical aid […]
Six technologies to streamline day-to-day business operations
In a recent Bizconnect article Neil Summers of Moonstone mentions that Small business owners are often swamped by day-to-day operations and therefore unable to focus on the overall shape and direction of the […]
New Chairman of Santam Board – Vusi Khanyile appointed
The Board of Santam recently announced the appointment of Mr Vusumuzi (Vusi) Phillip Khanyile as its chairperson with effect from 1 July 2018. Mr Khanyile joined the Santam board as an Independent Non-Executive Director on […]
Levies on financial institutions – published by the FSCA
The FSCA has published the 2018 levy notice. Category I or IV FSP (a) A base amount of R3 373; and (2017: R3 182) (b) KI/Rep x R538 (2017: R508) Category I or IV […]
And the winner is…
In the midst of the world cup soccer hype, Neymar memes and speculation on which team will be crowned as the winners of World Cup 2018, the role of soccer coaches sometimes fades […]
The latest FSCA FAIS notices
The FSCA as release the following FAIS Notices: FAIS notice 32 of 2018 – Compliance report for Category I with a CO ● Reporting date: Still 31 May 2018 ● Submission deadline: 15 […]
Congratulations to the FIA winners
The Financial Intermediaries Association of Southern Africa (FIA) announced the 2018 FIA Awards winners at a gala event held at the Sandton Convention Centre last week. PRODUCTS PRODUCT SUPPLIERS Employee benefits Sanlam Employee […]
Moonstone Investment Indicators also approved for CPD hours
The new Fit and Proper Determination requires that certain individuals are required to obtain a specified number of Continuous Professional Development (CPD) hours between 1 June 2018 and 31 May 2019. The FPI has now also recognised […]
Voluntary retrenchment plan
Voluntary retrenchment plan for public sector workers – Test for Default Pension Fund Regulations Legalbrief Today recently commented as follows on a Business Day article: Thousands of public sector workers over the age […]
