The Bill proposes that arrangements yielding outcomes similar to traditional financial products be treated as financial services.
In today’s uncertain climate, financial advisers have to consider risk very carefully. How much risk is appropriate for different clients, and how it is managed are critical questions when putting together investment plans. […]
The latest Newsletter from the Short-term Ombud contains details of a rejected claim as a result of the fact that, at underwriting stage, the client did not inform the insurer of previous losses. […]
It is of the utmost importance that FSPs download and save a copy of this important document. It provides step-by-step guidelines on how to interact with the Regulator on the following matters: Submission […]
We recently published a brief summary of an article on the buying and selling of financial services practices that appeared on an Australian website. The owner of Centurion Market Makers discussed the two […]
Steyn was the leading wicket-taker in the two-match Test series against New Zealand with 10 scalps at 10.20 and claimed his 26th five-for in Centurion to end questions over whether he could regain […]
A recent case from the Enforcement Committee reinforced the importance of making sure that one understands the requirements contained in regulations and directives issued from time to time. The latest version of Directive […]
A landmark research report from Insight Discovery shows what IFAs expect from LISPs and asset management companies. Market intelligence firm Insight Discovery released its second South African Investment Panorama (SAIP), a survey of […]
The Short-term Ombud warned policyholders against taking premium holidays when there is too much month at the end of the money. During tough economic times, cash-strapped consumers are forced to prioritise their monthly […]
The latest Ombudsman’s Briefcase contains a number of case studies. It is interesting to note that the insurers involved are named in all of these cases. Below is one such a case, and […]
Alister Coetzee se besluit om nie te torring aan sy span van verlede week nie, behalwe waar beserings dit noodsaak, sal waarskynlik kritiek uitlok. In die kort tydjie wat hy in die stoel […]
The Financial Planning Institute provides its members with a list of approved training providers. Moonstone Business School of Excellence (MBSE) is an FPI Approved Education provider who complies with the FPI’s requirements in […]
A media release on 18 August by the office of the Pension Funds Adjudicator addresses an issue raised during the interviews for the Public Protector position. An allegation against Ms Lukhaimane was made in […]
Indications are that we will, in the next week or two, see updates on a number of proposed legislative changes, including the Policyholder Protection Rules. In the publication of the Phase 1 proposals in […]
Q: I started working in the Insurance industry in 2008, completed 63 credits Personal and Commercial and passed my RE1 in 2013. After this, I left the insurance industry. I desperately want to […]
It has been a while since I last had goose bumps at the start of a rugby series. While the Rugby Championship is far from ideal, it is a great deal more exciting […]
In search of the modern investments’ Holy Grail, better known as the calculation of causal event charges, we came across an interesting new perspective on the matter. A broker that I spoke to […]
The Council for Medical Schemes published Circular 57 of 2016 containing details of a number of fees increases, some of which are: Application for registration of a medical scheme: R8 750.00 (Current Fee: R5 000.00) […]
