RDR Expectations from the FSB
RDR Implications This is the final article based on a presentation on the Retail Distribution Review by the FSB at the Discovery Financial Planning Summit on 19 May 2015. Implications for financial advisers We will […]
Brokers look to digital tools to reclaim time for client engagement
Two-thirds of brokers say they want plain-language breakdowns of extensions and exclusions, according to the 2025 Santam Insurance Barometer.
FAIS Rewrite Preparatory Workshops
“If you don’t pass the Financial Advisory and Intermediary Services Act (FAIS) Exams first time round, persevere. Discipline and the correct training seem be to be the key to passing the exams rewrites,” […]
POPI Update
It appears that our readers are more attuned to complying with pending legislation than public enterprises. Grant Thornton recently published an article titled: “Public Sector falling behind in POPI Act compliance”: “More than […]
Debarment ends up in Appeal Court
The intricacies and confusion around the debarment process were yet again highlighted in a recent case in the Appeal Court. Background A representative of a major life office resigned on 31 May 2012 and took […]
Afrigter Praatjies
Die Cheetahs is ten minste dié keer voor die res wat die aanstel van ‘n afrigter betref. Franco Smith verstaan die Vrystaat kultuur, en volgens berigte geniet hy hoë aansien in Europa waar […]
Late Lodging of Appeal Disallowed
The FSB Appeal Board issued an urgent notice recently regarding late lodging of appeals after a decision in the Cyclone Matibe Makola case against the Registrar. In this case, the appellant noted his appeal some […]
RDR Feedback on Remuneration
At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB discussed feedback received from the industry on remuneration proposals in the Retail Distribution Review. Investment product remuneration While […]
Lofty free trade goals announced at WEF on Africa
The 25th World Economic Forum (WEF) on Africa was held in Cape Town during June 3-5. The organisation promoted the event as including “[o]ver a thousand of the world’s top government and business […]
Tax Assessment Tool
Softbyte Computers recently developed a software program for UNISA to assist tax and accounting students, and is now offering our readers the same student version of WinTax software at no cost. Tony de […]
RDR Feedback from the FSB
At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB shared his views on some of the feedback received from the industry on the Retail Distribution Review proposals. […]
Super 15 Minefield
I read an interesting article in the New Zealand Herald on possible outcomes based on the log as it currently stands: The closer the Super Rugby playoffs get, the more obvious it becomes […]
Tax Lectures on Video
Softbyte Computers, a SAIT accredited supplier of CPD goods, kindly offered our readers free access to a series of video lectures on personal tax. Tony de Wijn points out that these lectures are […]
RDR Update 19 May 2015
At the recent Discovery Financial Planning Summit, the FSB gave feedback on some of the responses it received to the discussion document on the Retail Distribution Review. It also provided possible timelines for […]
Sanlam BENCHMARK Survey
by Patrick Cairns The latest Sanlam BENCHMARK Survey, which takes stock of the behaviour of members of South African pension funds, is full of scary statistics. What is perhaps even scarier is that […]
Diezani cartel's last cash-out in Nigeria
Four days before a change of government, oil marketers negotiated an $800m payout from the federal government. In the afternoon of Monday, May 25, the Independent Petroleum Marketers Association of Nigeria agreed to […]
Postponement Rules
Have you ever been in a situation where a client gave you a hard time because you followed the rules laid down by a product provider? We had something similar happen this week. […]
