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Tag Archives | Investments

Investments

Investments 2019 – What will influence markets in the year ahead?

Last year was a challenging year for investors, with US equity and government bond markets both returning less than cash. While there is no guarantee of better performance in 2019, identifying the underlying causes gives investors an opportunity to manage these investment risks. Keith Wade, Chief Economist & Strategist at global asset manager Schroders, believes […]

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finance

New advertising standards for investment policies only

Chapter 4 of the proposed new Policyholder Protection rules contains details regarding advertising standards specifically applicable to investment business. No projected benefits (including but not limited to maturity, income, death, disability or (partial) surrender benefits) may be included in advertisements, brochures or similar communications if the policy benefits depend on future unknown investment performance, unless […]

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RDR General Status Update on Investments

The information contained in the update published in December is divided into seven “Themes”. This article provides a summary of some of the points discussed in Theme 2: Investments. At the end of the article we provide a link to the detailed discussion on this theme which covers RDR proposals impacting on the distribution of investment […]

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Real Restitution

In the space of the last eight weeks we saw seven determinations against one FSP, and it is likely that there is more to come. The total in fines meted out by the FAIS Ombud comes to just over R3.5 million. An article in Die Burger quotes a figure of roughly R86 million placed by […]

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