Kaizer Moyane set to lead ASISA as new CEO
Kaizer Moyane’s expertise in advancing strategic transformation aligns perfectly with ASISA’s focus, the association’s board says.
ASISA
Regulator pushes for stronger PAIA enforcement amid low compliance by public bodies
The Information Regulator’s upcoming guidance note clarifies that direct marketing via phone calls falls under POPIA’s consent requirements.
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
Watch out for these tell-tale signs of a tax-filing season scam
Cybersecurity Joint Standard: commencement date confirmed
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Recordings of our Employment Equity Act webinars are available
Recording of Moonstone Compliance’s Fica webinar is now available
Experts warn of financial literacy crisis, call for co-ordinated action
At the FSCA Financial Education Summit, industry leaders outlined the shortcomings of current financial education efforts and the need for a strategic overhaul.
Profile releases rules for new unit trust awards
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations
How the process to make withdrawals from the savings ‘pot’ will work
Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.
Rise in life policy uptake despite economic pressures
Lapses and surrenders fell slightly in 2023, while consumers purchased more risk and savings policies than they did in 2022.
SA’s financial literacy challenge: navigating debt, unemployment, and education
The ASISA Foundation strives to empower individuals and communities to navigate financial complexities and make informed decisions.
Financial sector transformation: progress, but challenges remain
Life offices and asset managers exceed B-BBEE ownership targets, but face hurdles with employment equity targets, ASISA report finds.
Assets held by collective investment schemes reach new record high
ASISA attributes the growth to market performance and net inflows of R110 billion over the 12 months to the end of December 2023.
Adrian Burke takes the helm as acting chief executive of Asisa
Amid a leadership transition at the Association for Savings and Investment South Africa, veteran insurance industry figure Adrian Burke steps in as acting CEO.
Volatility results in decline in CIS assets under management in the third quarter
But AUM grew by 11% when measured over the 12 months to the end of September.
Unclaimed assets remain a major headache
The FSCA’s “Regulation Plan: 1 April 2022 to 31 March 2025”, which was released last week, highlighted certain high-priority areas that it aims to address in this period. Mark Bechard of Moonstone reports […]
Fundisa won’t accept any investments from the end of September
The Fundisa education unit trust fund will not accept investments from the end of September this year, and Asisa aims to close the fund by the end of March next year, the Association […]
Closure of Absa Money Market Funds knocks CIS inflows
The closure of South Africa’s biggest money market fund in the second quarter knocked the collective investment scheme industry, with total net inflows hitting their lowest level in five years in the year […]
Closure of Absa Money Market Funds knocks CIS inflows
The closure of South Africa’s biggest money market fund in the second quarter knocked the collective investment scheme industry, with total net inflows hitting their lowest level in five years in the year […]
Life insurers pay 99.3% of all claims against fully underwritten policies
South African life insurers paid 99.3% of all claims against fully underwritten individual life policies in 2020 to a value of R20.6 billion. The 2020 death claims statistics for fully underwritten individual life […]
New Asisa website encourages ‘meaningful discussions’ with advisers
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
New Asisa website encourages ‘meaningful discussions’ with advisers
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
