Unnoticed changes to documents crucial to BI dispute between mall owners and insurers

The contract went through 10 iterations between July 2019 and March 2020, with the term ‘infectious and contagious diseases’ variously in or out.

Read more

Swaziland – Lower reserves and cash flow problems

The Central Bank of Swaziland’s (CBS) Monetary Policy Consultative Committee (MPCC) held its latest bi-monthly meeting on May 23. Policymakers indicated that the short-term outlook for inflation includes notable upside pressures after the […]

Read More

Being A Curator Is Not For Sissies

By Denis Lloyd and Jerome Veldsman of Walkers Inc. (http://www.walkers.co.za/) Due to the vagaries of life, especially old age, many a person (let’s call her “Amy“) has difficulty managing her own financial affairs.  […]

Read More

TCF in Practice

Treating customers fairly may be the new buzzword, but it has been applied in the industry for quite some time now. A perfect example of this comes from a formal ruling made by […]

Read More

The New Threatened Species

In May 2014, the Department of Education and Training published a list of the top 100 scarce skills, based on specific criteria. The document is sub-titled: Call for Comments on the National Scarce […]

Read More

Size does Matter

This is the only logical conclusion I could come to when I saw the Springbok team selected for the test against the International side on Saturday. One cannot fault the pack, including the […]

Read More

Fraudulent Medical claims amount to billions

Legalbrief Today reported on a statement by Discovery Health’s CEO, Dr Jonathan Broomberg, that fraud in the medical schemes industry is estimated to cost SA between R8.22bn and R43.2bn. One of the latest […]

Read More

O Captain my Captain

It appears a foregone conclusion in the media that Victor Matfield will lead the Springboks until the return of Jean de Villiers. I am in agreement with this, but to disqualify Bismarck du […]

Read More

June 30 Deadline

All those who are required to successfully complete the level 1 Regulatory Examinations by the end of June should note that the final dates for registration are: • Permanent Centres: 13 June • […]

Read More

TCF in your practice

The FSB published guides for small FSPs and asset managers on the practical impact of treating customers fairly (TCF) on their businesses. The harsh reality of TCF is, of course, that you could […]

Read More

Simplified Advice

It has long been my contention that, unlike the socks I buy at Woollies, there are few products which can satisfy clients’ needs with a “one-size-fits-all” approach, particularly in the financial services industry. […]

Read More

Welcome Breather Ahead

Thank goodness this is the final Super Rugby round for a few weeks. I was about to declare myself injured after all these matches which started more than three months ago. The break […]

Read More

Proposed Exemption from New Legislation

Alan Holton, an independent compliance practitioner and associate of Moonstone, recently shared the following information regarding amendments to the Financial Services Laws General Amendment Act of 2013. Financial Services Board Act 1990 and […]

Read More

FSB Outlook for the next 2 years

Improved customer service and fair advisor remuneration will be key features of the new financial services landscape. Jonathan Dixon, Deputy Executive Officer of the Financial Services Board’s Insurance Division, made some interesting comments […]

Read More

Bok team taking shape

They say that, in golf, every shot pleases someone – either the player, or his opponent. The bad news about the incumbent Bok captain probably solves a quandary for the coach while at […]

Read More