AfCRA could change how African sovereign risk is assessed
The new Africa Credit Rating Agency aims to expand ratings coverage and bring a different perspective to credit assessments. Its challenge will be to earn investors’ confidence.
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Unpaid investment advice still counts: Tribunal upholds five-year debarment
An unpaid role in an investment club has resulted in a five-year debarment after the Tribunal found that the arrangement fell outside the stokvel exemption.
COFI Bill still not before Parliament as reform score falls
The COFI Bill’s progress score has fallen as the legislation remains untabled, despite advances in other areas of financial-sector reform.
Life annuities: the restriction advisers cannot afford to leave unexplained
Two complaints heard by the FAIS Ombud highlight the consequences when advisers fail to properly assess clients’ circumstances or explain the restrictions of a life annuity.
FAIS Ombud flags millions lost in online CFD trading
The FAIS Ombud secured R39.58 million in settlements and awards for consumers in 2025/26, up 24.66% year on year.
Retirement funds cannot outsource accountability for cyber risk
The FSCA’s practical guidance on Joint Standard 2 of 2024 sets out what retirement funds need to do to strengthen cyber resilience, oversee service providers, and prepare for cyber incidents.
RE1 and RE5: Get your regulatory examination sorted before year-end
From booking deadlines, examination fees, and what to bring on the day, here is what candidates need to know to plan for their RE1 or RE5 regulatory examination.
FAIS Ombud highlights risks of failing to inform clients properly
Providers need evidence that clients were informed of material policy requirements, as a case involving a stolen Toyota Prado illustrates.
SFC could bring more global financial-services activity onshore
JSE Group chief executive Valdene Reddy says the SFC could build local expertise and a broader financial-services ecosystem around foreign portfolio management.
Sanlam expects Santam deal to lift returns
Sanlam says buying out Santam’s minority shareholders would support earnings growth, improve capital allocation and help lift adjusted return on equity above 20% by 2030.
FSCA imposes R4.1m penalty and 25-year debarment on Du Plessis
The case began with a public warning in 2024 over alleged unrealistic returns and claims that Du Plessis had misrepresented his links to Sanlam Private Wealth.
SanlamAllianz: Can the African expansion deliver?
Integration is largely complete, but weak general insurance results and problems at its reinsurance arm are putting SanlamAllianz’s growth ambitions under pressure.
Momentum Insure targets IFA channel with Morné Stoltz appointment
Morné Stoltz’s appointment as head of Intermediary Distribution aims to strengthen Momentum Insure’s IFA channel.
SA plans framework to attract global investment-management business
The proposed SFC could create opportunities in international business for qualifying FSPs with the licences, systems, and controls required to participate.
SAIA appoints Lizelle van der Merwe as CEO
The FIA chief executive will take over from Viviene Pearson in January, bringing nearly 30 years of insurance and financial services experience to the role.
Sanlam wants a bigger slice of customers’ financial lives
A new app combining banking, credit, rewards, insurance, and investments aims to attract younger customers and deepen long-term relationships.
PSG earnings rise as Wealth outperforms other divisions
Recurring headline earnings increased 5%, but lower performance fees and storm-related claims weighed on Asset Management and Insure, while return on equity declined.
