Trust is an insurance broker’s ‘moat’ in the digital era

Santam’s Fanus Coetzee says the real value of an intermediary is not at sale, but when a client needs clarity, reassurance, and help after a loss.

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Jaw Well Now Fine

Sport24 reports that Jebb Sinclair and fellow loose forward Tyrone Holmes both appeared before the SARU committee on Tuesday after receiving red cards for punching in their team’s loss to the Sharks in […]

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What do the bookies say…

The T20 World Cup is now seen as one of the flagship events of the international cricketing calendar, rather than just a bit of fun. Michael Vaughan expects knowledge of sub-continental pitches to […]

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Die Boer

Die boer was bekend daarvoor dat hy nooit iets vir die kerk wou gee nie, want volgens hom word alles net verkwansel op sendings in donker Afrika. Een oggend bel hy die predikant. […]

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Applying the Principle of Fairness

When you hear Liverpool fans sing “You’ll never walk alone”, rest assured that you can join in when it comes to applying the principle of fairness in the financial services industry. The judgment […]

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When can you expect your results?

A number of people expressed unhappiness about the further extension of the final date for successful completion of the level 1 REs for key individuals and reps. Perhaps we should adopt the view […]

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Reaction to RE Postponement

We received a number of responses to the special mailing on Friday. Some commentators were angry, others understanding. Piet skryf: Hi Paul, ek is dankbaar vir van my mede bemarkers, maar dankbaar ek […]

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FSB & JSE are world class

Financial Services Board (FSB) and Johannesburg Stock Exchange (JSE) are world class regulators The recently published Global Competitiveness Survey of the World Economic Forum (WEF) holds many reasons for South Africa to be […]

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Rider…

Four old men went into the pro shop after playing 18 holes of golf. The pro asked, “Did you have a good game today?” The first old guy said, “Yes, I had three […]

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The One That Got Away

An article in Psychology Today carried the same title. It starts off with the following words: “Though we are designed to learn from our mistakes, remembering them is rarely enjoyable. Especially when they […]

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Treating Customers Fairly

For most of us, TCF is something hovering vaguely somewhere in the ether. With a bit of luck, and if we ignore it long enough, it will go away. Sorry to burst your […]

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The Price of Procrastination

I received a call from a broker a few weeks ago: R: I am writing on the 28th of September, and mark my words, if I do not pass, there will be hell […]

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Extension of Deadline for RE's

The Financial Services Board (FSB) has today decided to extend the deadline by which persons that fall under the exemption previously granted by the FSB under Board Notice 61 of 2012 were required […]

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Time and Tide

The song, Time and the river, is an old favourite, going back to the sixties, toe manne nog manne was, en die Bokke bo. The opening lines occurred to me when I was […]

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Slow death

My wife was screaming at me: “Leave!! Get out of this house!” she ordered. As I was walking out the door she yelled, “I hope you die a slow and painful death!” So […]

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Irregular Payments

How much justification is there for certain payments, over and above commission? Are you within the law in terms of certain levies you charge your clients? Billy Seyffert, Head of Compliance and Legal […]

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