IFA Investment Survey
A study, conducted amongst independent financial advisers by Insight Discovery, could not have come at a better time, given the current review of retail distribution in South Africa. One of the areas currently […]
Levy increases for 2025/26 lower than initially proposed
Moonstone’s levy calculator enables FSPs to find out quickly how much they will pay to the FSCA, FAIS Ombud, and Tribunal.
A Blueprint for Success
On Monday night, I stopped watching the Springbok under-twenty match about fifteen minutes before the end. It was just too humiliating watching them self-destruct when their plan A failed. What is even more […]
Compliance Reminders
FSPs with a financial year end of 28 February, have until the end of June to submit their Financial Statements to the FSB. The Exemption of FSPs and Representatives from Section 13(1)(c) of the […]
RDR Expectations from the FSB
RDR Implications This is the final article based on a presentation on the Retail Distribution Review by the FSB at the Discovery Financial Planning Summit on 19 May 2015. Implications for financial advisers We will […]
FAIS Rewrite Preparatory Workshops
“If you don’t pass the Financial Advisory and Intermediary Services Act (FAIS) Exams first time round, persevere. Discipline and the correct training seem be to be the key to passing the exams rewrites,” […]
POPI Update
It appears that our readers are more attuned to complying with pending legislation than public enterprises. Grant Thornton recently published an article titled: “Public Sector falling behind in POPI Act compliance”: “More than […]
Debarment ends up in Appeal Court
The intricacies and confusion around the debarment process were yet again highlighted in a recent case in the Appeal Court. Background A representative of a major life office resigned on 31 May 2012 and took […]
Afrigter Praatjies
Die Cheetahs is ten minste dié keer voor die res wat die aanstel van ‘n afrigter betref. Franco Smith verstaan die Vrystaat kultuur, en volgens berigte geniet hy hoë aansien in Europa waar […]
Late Lodging of Appeal Disallowed
The FSB Appeal Board issued an urgent notice recently regarding late lodging of appeals after a decision in the Cyclone Matibe Makola case against the Registrar. In this case, the appellant noted his appeal some […]
RDR Feedback on Remuneration
At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB discussed feedback received from the industry on remuneration proposals in the Retail Distribution Review. Investment product remuneration While […]
Lofty free trade goals announced at WEF on Africa
The 25th World Economic Forum (WEF) on Africa was held in Cape Town during June 3-5. The organisation promoted the event as including “[o]ver a thousand of the world’s top government and business […]
Tax Assessment Tool
Softbyte Computers recently developed a software program for UNISA to assist tax and accounting students, and is now offering our readers the same student version of WinTax software at no cost. Tony de […]
RDR Feedback from the FSB
At the Discovery Financial Planning Summit, held on 19 May 2015, Mr Jonathan Dixon of the FSB shared his views on some of the feedback received from the industry on the Retail Distribution Review proposals. […]
Super 15 Minefield
I read an interesting article in the New Zealand Herald on possible outcomes based on the log as it currently stands: The closer the Super Rugby playoffs get, the more obvious it becomes […]
Tax Lectures on Video
Softbyte Computers, a SAIT accredited supplier of CPD goods, kindly offered our readers free access to a series of video lectures on personal tax. Tony de Wijn points out that these lectures are […]
RDR Update 19 May 2015
At the recent Discovery Financial Planning Summit, the FSB gave feedback on some of the responses it received to the discussion document on the Retail Distribution Review. It also provided possible timelines for […]
