Crime and Punishment
It is not only in rugby that we see different standards being applied by those tasked with applying the rules. The recent banning of an adviser in Australia, compared to some recent appeals […]
FAIS Ombud highlights need for follow-up when a policy changes materially
Determination says a ‘reasonable broker’ would supplement a bulk email with an email or phone call to ensure the client is aware of new conditions.
Attack and Defence
The Australian side for Saturday’s clash against South Africa certainly looks dangerous – on paper, at least. A backline comprising Israel Folau, Adam Ashley-Cooper, Tevita Kuridrani, Matt Giteau, Rob Horne, Quade Cooper and […]
Piggy banks become investment portfolios
This is the second in a series of articles on savings, published in July, National Savings Month. An article by Rick Briers-Danks, certified financial planner at Veritas Wealth, highlights the need to instil […]
Update on Debarment Article
On 18 June, an article titled More debarments end up in court reported on two representatives who turned to the courts after being debarred by their former employer. In an urgent application in […]
ASSA Feedback on RDR Proposals
MoneyMarketing recently reported that 50 members of the Actuarial Society of South Africa (ASSA) agreed to assist the FSB with the assessment of the feedback received on the proposals contained in the Retail […]
Ghardaia violence is a particular worry for Algeria right now
Violence in Ghardaia is a symptom of Algeria’s stagnant polity, but also shows up a dangerous, exploitable fault line. The most recent violence between Mozabite (Berber) and Arab communities, who belong to different […]
Financial Planning for Women – Sylvia Walker
Life is one amazing experience. Clichéd as it may sound, we are all taken on a journey that is beyond our wildest imaginations, peppered with twists and turns and many highs and lows. […]
Update on level II REs and CPD
The initial idea was for the Level II REs to focus more on product knowledge, with CPD kicking in afterwards to ensure you stay up to date with developments in your chosen fields of […]
Landmark ruling on Non-disclosure
A very important recent judgment clarifies the issue of what a client has to disclose after effecting insurance. The Mercury reports as follows: “Two years ago Pietermaritzburg High Court Judge, Piet Koen, ruled […]
Selections Selections
The Springbok team to face the World XV in Cape Town proofs very interesting: Willie le Roux (Toyota Cheetahs), JP Pietersen (Cell C Sharks), Jesse Kriel (Vodacom Bulls), Damian de Allende (DHL Stormers), […]
Life in a month
This is the first in a series of articles on savings which will be published in July. An article from Allan Gray portrays, in a very clever manner, how procrastination can severely impact […]
Download your RE Certificate
We receive numerous requests for copies of RE1 and RE 5 certificates from candidates who mislaid theirs. You can download a copy from our website provided of course, that you wrote with Moonstone […]
FSB Feedback on Debarment of Representatives II
In the previous article we discussed the importance of following due process in deciding whether a representative should be debarred. Here we share the views of Advocate Matome Thulare, Head of the Enforcement […]
FSB FAIS Newsletter 17
This very welcome FSB publication, published on 30 June 2015, contains a lot of need-to-know information. Some topics were covered in our publications before, but this is an excellent document to keep in a safe […]
Assassination and terror attack in Egypt
Prosecutor-General Hesham Barakat was assassinated in a roadside bombing on Monday, June 29. The bomb was planted on a road near Mr Barakat’s home and detonated as he was on his way to […]
FSB Feedback on Debarment of Representatives Part I
“To debar or not to debar”, that is the title of a very informative article written by Advocate Matome Thulare, Head of Enforcement at the FSB. In view of the interest articles on […]
Surprise Surprise
There are normally three kinds of surprises: the nice, the not so nice and the totally unexpected or, if you wish, the good, the bad and the ugly. The inclusion of some players […]
