Clever Business Signs
In a Podiatrist’s office: “Time wounds all heels.” On a Plumber’s truck: “We repair what your husband fixed.” On another Plumber’s truck: “Don’t sleep with a drip. Call your plumber.” On a Church’s […]
Crypto transfers: new client information requirements coming for CASPs and intermediaries
The ‘travel rule’ means CASPs and FSPs cannot initiate a crypto asset transfer unless they can transmit prescribed information.
Read moreBinder Workshop in Durban
This is the only venue where we still have seats available. It will be presented at our RE venue in Musgrave Centre on the 13th floor, on 13 November. I wonder if this […]
Licence Profile Changes
Authorised financial service providers are legally required to advise the FSB in the prescribed manner of any changes to their licensing conditions, within 15 days of such changes. Many FSPs are not aware […]
FSB’s Circular – RE Roundup
FSB Circular 10 of 2012, provided figures on the number of FSPs who did not attempt to write the exams before 30 June 2012. The total number of candidates who did not write […]
David does it Again
It was not difficult, finding a song for you to listen to as you read this article. Crosby, Stills, Nash and Young’s It’s a long time coming (to the dawn) is certainly apt […]
Call Centre Clangers
Customer: ‘I’ve been ringing 0800 2100 0800 2100 for two days and can’t get through to enquiries, can you help?’ Operator: ‘Where did you get that number from, sir?’. Customer: ‘It was on […]
Sustainable income in retirement
By Pieter Koekemoer, Head of Personal Investments, Coronation One of the toughest financial planning tradeoffs, is ensuring that retirees’ post-retirement income is sustainable over the full period of retirement, without compromising more than […]
Personal Services Providers
We published an explanation from SAIA in Thursday’s Moonstone Monitor on this topic. This elicited more responses from readers. SARS published Interpretation Note: No. 35 (Issue 3), on 31 March 2010. It contains […]
Currie Cup Final 2012
Like last week’s Bledisloe Cup match between the All Blacks and the Wallabies, there can only be one winner, and again, the odds are on the side in black. Add to this their […]
Scottish Pragmatism
A priest, a doctor, a rich businessman and a Scotsman were waiting one morning for a particularly slow group of golfers in front of them. The Doctor shouted to them, “I’ve never seen […]
Human Capital Development Forum Established
A number of industry associations joined forces to form the Short Term Insurance Human Capital Development Steering Committee. The purpose is to oversee and drive the professional standards of the South African short-term […]
Binder Workshop Positive Feedback
We received many positive comments after the first of five workshops: I have been to a few Binder Regulation workshops and can honestly say that this has been the most insightful and best […]
Perennial Problem Pops up Again
It is that time of year again when you can expect a request from product providers to sign a Personal Services Company Affidavit. This request continues to irk advisors, yet there is nothing […]
FSB Circular 10 on REs
There will no doubt be some very clever calculations done, based on the statistics contained in this circular. It never ceases to amaze me how some people can spend hours dissecting these figures […]
How Ritchie McCaw let his team down.
Ritchie McCaw goes into the All Black changing room to find all his team mates looking a bit down. “What’s up guys?” he asks. “Well Ritchie, to be honest we’re having all sorts […]
We are Stardust
(I attached links to the songs mentioned in the article to help set the mood while you read) Woodstock was a “happening”, to use a buzz word of those times. In the words […]
