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Tag Archives | Deadline


Premium collection by intermediaries – Compliance deadline extended

The FSCA has just released their response to comments received on the published draft Exemptions from the STIA and LTIA Regulations. In addition, the FSCA also published the following two exemption notices which relate thereto: 1. FSCA INS Notice 4 of 2020 FSCA Insurance Notice 4 exempts independent intermediaries from Regulation 4.2(3) insofar as it relates […]

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Preparations for tax deadline

With the end of the tax year around the corner, everyone should be getting their tax documentation in order. In a recent Moneyweb article, Gareth Collier of Crue Invest (Pty) Ltd shares a few actions to take before the end of the tax year. “Ensure you’ve taken all steps possible to reduce your overall tax […]

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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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