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Home / Posts tagged “Broker”

Broker

Videos

Interview with Brendan Dunn, 2026 FPI Financial Planner of the Year

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Key takeaways from the 2026 FPI Professionals Convention

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2026 FPI Convention – Day 1 Afternoon Session Highlights

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Broker debarred for adding property to policy after it was set on fire

The house, which belonged to the broker’s brother, was set alight after the sheriff served an eviction letter on the occupant.

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The broker – How to showcase your value to clients

Amid new technologies reshaping the financial services landscape, many financial advisers are questioning their future role. It is therefore important to take stock of our value-add to the client. “An intermediary plays an […]

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Healthcare broker accreditation – CMS announces online portal

Section 65 of the Medical Schemes Act provides that: ● No Person may act or offer to act as a broker unless the Council has granted accreditation to such a person on payment […]

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Investment Rates

 

Updated 12 October 2026

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Money Market funds

Updated 12 October 2026

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Opt-out registry puts financial marketers on notice
https://youtu.be/iV3bwADF2EA
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