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.

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Think TCF Part Five

Outcome 5 of Treating Customers Fairly requires that “Clients have products that perform as FSPs told them it would, and the service is at an acceptable standard, and what they expect.” It is […]

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Bok Rugby Beter

Die meeste van ons sukkel nog om die impak van Saterdag se oorwinning oor die All Blacks reg te verwerk. Van die meer sober gedagtes wat sedertdien aan die lig gekom het, is […]

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Moonstone/Getwine Superbru Pool

Baie geluk aan Melissa van Rensburg wat ons manne, wat dink ons ken rugby, so lekker afgestof het – beter nog as wat die Bokke met die All Blacks gedoen het. Sy het […]

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In (not so) Full and Final Settlement

Have you ever wondered why this disclaimer is contained in every claims settlement letter? The latest newsletter from the Long-term Ombud contains details of why merely stating “In full and final settlement” is […]

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Think TCF Part Four

Outcome 4 of Treating Customers Fairly requires that, where clients receive advice, the advice is suitable and takes account of their circumstances. The apparent simplicity of this statement is very misleading. The guide […]

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Showdown at the Ellis Park Corral

Just like at the most famous gun battle in Western history, there will not be a place for timid souls on Saturday, even on the stands and in front of our TV sets. […]

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Amended Preparation Guides

Many learners experience problems when trying to understand the legislation they are required to master in preparing for the level 1 regulatory exams. Whilst there is study material available in layman’s language, the […]

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Due Diligence Obligations

The “why” of this requirement is clear to all, but the “what”, “how” and “when” remains one of the biggest grey areas for FSPs. If you place your client’s business with a leading […]

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All’s well that ends well

Up to the 70th minute I had that dreaded “here we go again” feeling. So often in the past, and particularly against Australia, we managed to everything required to win, but did not. […]

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Think TCF – Part 3

Thus far in this series of articles, we covered the need to embed fair treatment of customers in the culture of your business, and ensuring that the products you recommend address the real […]

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Legislative Changes

From 14 April 2014, changes to the FAIS Act which came into operation on 28 February 2014 were incorporated in the regulatory exams. FAIS Circular 4 of 2014 contains details of these changes, as well as […]

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Damned if I do…

This may well be the mantra that Heyneke Meyer is chanting after selecting Oupa Mohoje in the starting line-up for the test against Australia at Newlands on Saturday. Had he opted for the […]

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Retail Distribution Review Update

An article in Business Day last week provided an update on the long-awaited white paper on the Retail Distribution Review (RDR), which appears to be due any day now. Caroline da Silva, DEO […]

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Pickvest Appeals to High Court

Last week was not a good one for the two most prominent property syndications in the country. We reported elsewhere about the woes of Sharemax, and now Picvest also made the headlines. This […]

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