Strong market performance lifts assets to record highs, but lapses and protection gaps persist beneath the surface.
The results of two surveys in the financial services industry were recently published by CoreData, a firm who conducts research in banking, mortgages, retail saving, pensions, asset management and the financial advisory sector. […]
What happens to a power of attorney when the principal’s mental capacity starts to diminish and he/she loses the capacity to act? This is not only important for your clients – many of […]
The book, Slaughterhouse-5 by the renowned author Kurt Vonnegut, may as well have had the Super 15, rather than World War II, as background. Do yourself a favour and look at the official […]
This article, by Paul Resnik, was published in the April edition of the FinaMetrica newsletter. UK regulator fine for unsuitable advice It seems to be inevitable that the past behaviour of banks raises […]
The National Treasury (“Treasury”) and Financial Services Board issued the following media release last week: In 2012, South Africa, as a committed member of the G20, embarked on a process to enhance and […]
If the current Super 15 log reflected target shooting, the SA sides would be stone last as far as grouping is concerned. The Sharks and Lions still have to tour, and with a […]
The Bank of Namibia’s (BoN, the central bank) Monetary Policy Committee (MPC) held its latest meeting on April 16. The BoN decided to keep the repo rate unchanged at 5.5%. In justifying its […]
Two conflicting headlines in recent industry newsletters raise the question whether clients are treated fairly by the industry. “Complaints to (Long-term) ombudsman reach record number.” “South African consumers are very satisfied with the […]
When I read his article the first time, I got a little hot under the collar. Some of the following statements accounted for my agitation: I can’t help thinking we might have lost […]
Consumers at the lower end of the market are often more vulnerable when it comes to being defrauded. The latest Ombud determination provides details of how the Reformed Christians for Truth Church became […]
The FIC issued two new directives applicable to all accountable and reporting institutions: Directive 1 stipulates that “All institutions registered with the FIC are required to update their registration details only via the […]
Candidates who pass the level 1 regulatory examination are issued with certificates which record this fact. These documents contain a number of security features to avoid fraudulent use thereof. Details of this cannot, […]
For the second weekend running, South African sides threw away their chances of winning towards the end of the game. The Bulls and the Cheetahs had the beating of the opposition, only to […]
Malawi goes to the polls on May 20 in a series of elections that one way or another may well define the country’s medium to long-term future. Local authority, national legislative and presidential […]
FAIS Circular 4 of 2014 will be of great value to regulatory exam (RE) candidates who need to take into account recent legislative changes. It is of equal importance to all FSPs who […]
There was a time when actuaries at product houses spent endless hours developing a product, packaging it, and then sending it to the marketing division with the message: “Go out there and find […]
On Monday night, there were two people I really felt sorry for after the dramatic win by Ikeys over Pukke in Potch. No, it was not the home side’s flyhalf who attempted a […]
