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Home / Posts tagged “Role”

Role

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Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Travel agent or pilot – What is your role as financial adviser?

“Advisers are acting like travel agents, selling clients a ticket to a seat on the aeroplane, when in fact, we should be thinking of ourselves as pilots, being with our clients throughout their […]

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Clarifying the OSTI’s role – It’s all about a balance of probabilities

As intermediaries, we have a very important role to play when a dispute arises between a client and the insurer. Understanding the roles of the various parties can help us retain clients by […]

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Life stages and Life spans are changing – Financial Adviser has critical role to play

“We are all at a crossroads and needing to reimagine our future. Several macro trends were already in play before COVID arrived and this has just escalated the conversation and the need to […]

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Debarment – FSCA’s role in the process

The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. The Guidance […]

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Investment Rates

 

Updated 26 May 2025

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Money Market funds

Updated 26 May 2025

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SARS could save us from tax hikes in 2026
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