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Videos

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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PwC identifies macro trends in the future of financial services

The primary role of a traditional bank providing financing and capital is set to be challenged further by non-banks, according to a 2020 PwC’s report, ​Securing your tomorrow, today – The future of […]

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Industry expresses disappointment at termination of Section 12J tax concessions

National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]

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Industry expresses disappointment at termination of Section 12J tax concessions

National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]

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Family planning – Gap cover helps beyond birth and every step of the way

“Pregnancy and childbirth are usually occasions of great joy, but the medical expense shortfalls that go along with it can add a lot of stress,” Tony Singleton, CEO at Turnberry Risk Management Solutions […]

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ST Ombud clarifies difference between Private, Business and Commercial insurance

Upon entering a contract for a motor insurance policy, it is very important for financial advisers to clarify what the intended use of the vehicle is in order to determine the correct risk […]

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Is your succession plan in place and up to date?

Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]

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Is your succession plan in place and up to date?

Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]

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Policy wording – Disappointing outcome for client

Policy wording and its interpretation at claim time received increased airtime in the last few months as a result of various Business Interruption insurance claims. Although the courts have thus far ruled in […]

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Two important issues on short-term credit transactions clarified by the courts

The issue of charging interest on initiation fees levied in terms of short-term credit transactions and unsecured credit transactions have long been debated within the credit industry. On the one hand, the industry […]

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Two important issues on short-term credit transactions clarified by the courts

The issue of charging interest on initiation fees levied in terms of short-term credit transactions and unsecured credit transactions have long been debated within the credit industry. On the one hand, the industry […]

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Men Are from Mars, Women Are from Venus – Is this also true about investment habits?

August is Women’s Month and, as a result, a lot of media focus fell on female South Africans as a whole – focusing on how, generally, women rely on male counterparts when it […]

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Essential procedural considerations when debarring an errant representative

By Joani van Vuuren, Siya Ngcamu and Ilyaas Mayet of Webber Wentzel From the plethora of cases successfully referred to the Financial Services Tribunal for reconsideration of a decision to debar, it is […]

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Contingent Business Interruption – FSCA seeks declaratory order

Further to previous publications by the Financial Sector Conduct Authority (FSCA) on the problematic issue of Contingent Business Interruption (CBI), the Authority has now published details of its letter to non-life insurers on […]

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Contingent Business Interruption – FSCA seeks declaratory order

Further to previous publications by the Financial Sector Conduct Authority (FSCA) on the problematic issue of Contingent Business Interruption (CBI), the Authority has now published details of its letter to non-life insurers on […]

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Tribunal reduces METCI penalty by 70% – Finds that fund did not act recklessly

The Financial Services Tribunal has just handed down its decision on an application by MET Collective Investments (Pty) Ltd (METCI) for a reconsideration of an order made by the Financial Sector Conduct Authority […]

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Requirements for re-opening your business – Moonstone developed comprehensive set of guidelines

The phased reopening of South Africa’s economy after COVID-19 lockdown comes with strict requirements. Every business will have to adhere to detailed health and safety protocols to protect their employees, and plans will […]

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Life cover options – Keep client informed of options

In his latest address to the nation, the President said some economic activity will be allowed to resume, subject to extreme precautions to limit community transmission and outbreaks, and some businesses will be […]

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  • Mastering what matters: a framework for retirement planning
  • Collective investment schemes post strongest quarterly inflows in years
  • SCA upholds pre-commencement tax debts in business rescue
  • In the age of AI, asset managers face a new kind of intelligence test
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