Latest update
We received a very welcome letter of thanks from a training service provider who commended our RE personnel for the excellent service rendered, especially over the last few weeks, to get results to […]
Stricter reporting obligations for crypto-asset transactions
From 1 March, new frameworks will impose expanded due diligence and information-exchange obligations on exchanges, custodians and banks.
Stormers must win & Cheetahs on the brink
Rebels v Kings: Saturday – AAMI Park, Melbourne 11:40 Friday morning sees the Kings play their last tour match as they meet the Rebels in Melbourne – both sides would have this fixture marked […]
New kind of “ism”
This is a new take on an old joke, updated in line with what has happened in the world’s different economies. SOCIALISM You have 2 cows. You give one to your neighbour. COMMUNISM […]
Requirements for New Appointees
A reader questioned the requirements in terms of the regulatory exams for new appointees as key individuals (KI) or discretionary fund managers. Those who want to apply for appointment as Category II or […]
Intermediary Remuneration Review Part I:
We shared information on this topic before. The March edition of the ASISA newsletter, “In the Loop”, contains new insights which we believe assists better understanding of this very important topic. We quote […]
Cheetahs and Kings take honours
Brumbies v Kings An amazing performance by the now not so unknown Kings! The log leader Brumbies would not have expected a display like that and I imagine Jake White could be a […]
Claimant loses against Outsurance
The Mercury reports that Sherwin Jerrier is R600 000 out of pocket after a judge ruled that Outsurance did not have to pay his claim after a car accident. He apparently omitted to […]
Rugby is ‘n harde spel.
Hierdie stories is deur verskeie karakters op Facebook geplaas. Ek aanvaar geen verantwoordelikheid vir die akkuraatheid hiervan, of die antagonisme wat dit mag ontlok nie. Ek loop gister daar by Pick n Pay […]
Structured Whistle Blowing
A certain individual in my previous life, who bore a strong resemblance to Attila the Hun, was fond of saying: “One cannot be a little pregnant.” He was, of course, referring to small […]
CPD Update
The March edition of the ASISA publication “In the Loop” contains the following information regarding CPD developments: The FSB published a draft, redesigned, Determination of Continuous Professional Development (CPD) on 19 December 2011. […]
Section 14A Debarments
The ASISA publication contains a wealth of useful information: ASISA Members reported that section 14A debarments continue to be a very long process. Employers are at risk when appointing or dealing with persons […]
Vat hom Ouboet!
This weekend, the Kings face yet another steep hurdle, playing the Brumbies in Canberra. Jake White has already indicated that he will not select an “underweight” side, knowing how physical the Kings are. […]
Teacher or Educator?
Teacher or Educator? According to a news report, a certain private school in Newcastle upon Tyne was recently faced with a unique problem. A number of 12-year-old girls were beginning to use lipstick […]
Nog opsies na 31 Maart 2013
A skryf as volg: Dankie vir al die handige inligting wat ons gereeld van Moonstone ontvang en op julle webtuiste verskyn. Ek hoop jy kan dalk advies gee of my verwys na iemand […]
Alternative Options after 31 March 2013
Question: I am an FSP, and some of my reps failed to pass the RE 5. Am I allowed to remove all other licence categories, barring Categories 1.1 (Assistance policies) and 1.19 (Friendly […]
Transfer Frustrations – Section 14
An irate client, who also happens to be an experienced financial advisor, copied me in on a letter to a product provider. It expresses the feelings of so many others who have shared […]
