Budget 2026: why advisers should revisit every client plan

From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.

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Harsher Measures for Non-Compliance

While this heading may initially raise a collective sigh of exasperation, those who operate within the law should actually heave a sigh of relief. At the FSB’s annual Conference in Cape Town yesterday, […]

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Latest Statistics Encouraging

Earlier this week, there was a discussion on the regulatory exams on Radio Sonder Grense where a broker André, from Cape Town, said that, as far as he knows, the pass rate is […]

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Back to the Future

 Bobby Londt reports: Proteas re-writing history The 1st test win was described as one of the most significant wins for the Proteas since re-admission. Reasons may be down to the way it was […]

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Just a wee bit…

Big Jimmy, an extraordinarily handsome man decided he had the responsibility to marry the perfect woman so they could produce beautiful children beyond compare. With that as his mission he began searching for […]

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Continuous Professional Development

In May we published a series of articles on what can be regarded as phase 3 of the Regulatory Examinations: Continuous Professional Development (CPD). It now appears as if a number of training […]

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It’s Amla. Who Els?

Bobby Londt reports: After the 1st day of the 1st test few of us would have been so brave as to predict the current situation in the test at the Oval. In my […]

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FSB Broadcast on CIS and ETFs

The first telematic broadcast by the FSB in its new season of communications with the industry was broadcast last week on 18 July 2012. John Eksteen of Analytics Consult discussed investment management from […]

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Clarity on Remuneration Practices

The Regulator published a guidance note last week on the payment of commission and fees in the financial services industry. It affects both short- and long-term insurers, and includes guidelines on practices which […]

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No News, Bad News?

Successful candidates eagerly await information about the next phase of the REs. There is general consensus that those who embraced the learning culture, created by the introduction of the regulatory exams, want to […]

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RE Re-write Advice

A training service provider shares some tips for those who need to write and pass before the end of September. As candidates are scrambling to the deadline of 30 September, it appears that […]

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RE Perception shift

The biggest part of my working day is spent in discussions with candidates on the topic of the regulatory exams. Most of the conversations and correspondence originated where candidates were trying to establish […]

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THE FIRST OLYMPICS JOKES

It’s 2012 and it’s the Olympics in London . A Scotsman, an Englishman and an Irishman want to get in, but they haven’t got tickets. The Scotsman picks up a manhole cover, tucks […]

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If FAIS does not get you…

Many years ago, I was playing golf at Voortrekkerhoogte. At one stage, we walked past 1 Military Hospital, or 1 Mil, as it is better known. One of the players in our four […]

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Tick-Tock Says the Clock

Candidates who qualified to re-write, need to keep an eye on the calendar. There is less time left than they think. There are basically ten weeks before the end of September. Actually, eight, […]

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