Tag Archives | Deadline


SARS eFiling deadline – The clock is ticking

The deadline for non-provisional taxpayers to file their tax return is just around the corner. Taxpayers have until 4 December to submit their return and avoid unwanted penalties and interest. SARS recently announced that it will be clamping down on taxpayers who miss the deadline to submit their tax return. “Should the extended electronic filing period […]

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Class of Business deadlines – Clarity from the FSCA

The amended Fit and Proper requirements of Board Notice 194 of 2017 determined various requirements that need to be implemented and complied with before specific deadline dates. Since the release of the original Board Notice, various other notices and amendments have been released that provided updates on this. One of these deadlines is the new […]

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CPD – 31 May Deadline drawing ever nearer

In terms of the Fit & Proper requirements (BN194), CPD for regulatory (FSCA) purposes was officially implemented as a requirement. This means advisors are obliged to perform CPD activities towards regulatory (FSCA) CPD requirements during a CPD cycle, which is a period of 12 months commencing on 1 June of every year and ending 31 May of […]

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FAIS Fit and Proper requirements – A deadline is looming

The Fit and Proper requirements of Board Notice 194 of 2017 need to be implemented and complied with before specific deadline dates. Wednesday, 31 July 2019 is such a deadline. A Representative working under supervision as at 1 April 2018 or appointed in the period 1 April to 31 July 2018, must comply with Class of Business Training requirements by 31 July 2019. Class of […]

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RE Deadline 30 June 2018

The table below indicates who has to successfully complete the Regulatory Exams by 30 June 2018. Representatives’ DOFA RE 5 Deadline 30/06/2015 – 31/12/2015 30/06/2018 01/01/2016 – 29/06/2016 30/06/2018 30/06/2016 – 31/12/2016 30/06/2019 DOFA refers to your date of first appointment. For instance, if you were appointed on 1 September 2015, you actually have two years and nine months […]

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Extension of submission of Financial Statements

On Monday we reminded subscribers of the 30 June deadline for the submission of financial statements where their financial year ended on 28 February. Subsequently, we received a number of enquiries about applying for an extension of this deadline. The FSB website states the following: 1. Extensions An application for an extension to submit financial statements can […]

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DOFA Deadline Looming

That dreaded date is baring its fangs again. Representatives A representative’s Date of First Appointment (DOFA) determines when he or she has to successfully complete the regulatory exam for representatives RE 5. This means that, if you were appointed between 1 January 2015 and 30 June 2015, you are obliged to pass the RE 5 before 30 June 2017. Past experience shows that […]

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