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Tag Archives | Financial Advice

Deadline

Exemptions from making deadlines – The why, what and how

The FAIS Act and other legislation prescribe a number of requirements that individuals who provide financial advice must adhere to. Throughout your career you are reminded of these deadlines. The successful completion of the regulatory exam and the annual deadline to adhere to CPD requirements, are only two of these requirements. Failure to comply with […]

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Do you offer financial advice or coaching?

Every financial adviser should be familiar with the statistics: Only 5% or so of South Africans will retire comfortably. In total, South African consumers owe R1.6 trillion in debt. There are 20 million active credit users in the country and around 60% of those are impaired. The question is: Where does this leave advisers? If they only […]

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The Value of Financial Advice

This is the title of an article, published on 13 July 2017, on research conducted in the UK by the International Longevity Centre. The research finds that clients who received financial advice from 2001 to 2007 were significantly better off than those who did not. Below is the summary on the ILC website. There is also a […]

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