TCF in Dispute Resolution
An interesting case from the latest Short-term Ombud briefcase reflects that fairness and equity should be applied in settling a dispute. Background Ms. A suffered a burglary at her property, which was let […]
SARS publishes tax filing deadlines for 2026
The Notice also sets out who does and does not have to submit a tax return.
Business Continuity and Succession Planning – Part II
In Part I we discussed the close relationship between the two elements, stating that succession planning could be considered a subset of business continuity planning, and how the TCF requirements added a dimension […]
Alistair’s Bok selection…
Humour me for a moment please, as we look at Saturday’s team of 23: A fly half playing full back, a left wing playing right wing, a scrumhalf playing left wing, a full […]
What to look for in structured products
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. […]
Contradictory views on Material Terms?
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. […]
New User Guide for the FAIS Online Reporting System
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 […]
Business Continuity and Succession Planning – Part I
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 […]
That’s right – Dale and Vern are back!
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 […]
Placing Business Overseas
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 […]
FSP Expectations from Product Providers
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 […]
Ombud Advice to Policyholders
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 […]
Ombud Overturns Rejected Claim
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 […]
Alles is nie verlore nie
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 […]
FPI Approved Qualification from MBSE
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 […]
PFA sets record straight
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 […]
Proceed with Caution
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 […]
Enquiries About Skills Credits
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 […]
