Puns for the educated
1. King Ozymandias of Assyria was running low on cash after years of war with the Hittites. His last great possession was the Star of the Euphrates, the most valuable diamond in the […]
Author: Paul Kruger
SARS pays back R10bn, but some taxpayers’ refunds are being withheld
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read moreIs the Ombud System Fair?
The jurisdiction of the FAIS Ombud has been questioned on a number of occasions, notably in the current High Court case between the Ombud and Deeb Risk, and yet again in a later […]
FSB Communications
On 29 August, the FSB broadcast a workshop aimed specifically at independent financial advisors. The title of the presentation is: “What’s new, and what to be aware of”. The Agenda covered the following […]
FSB Levy Deadline
The annual levies payable to the Regulator is calculated on your position as at 31 August 2012. This is for the period 1 April 2012 to 31 March 2013. Should your information have […]
Heyneke Meyer's letter to Pat Lambie
Posted on 27/08/2012 by Sportbilly In the scoop of all scoops, it has come to our attention that Heyneke Meyer sent Pat Lambie a letter ahead of the last Springbok game against Argentina […]
Proteas Dethrone English
I became quite loud on Monday as the match between the Proteas and England progressed. After the elation of watching Amla yet again re-writing the record books, I posted on Facebook that Hashim […]
A bit about Golf
I recently completed work on my latest book on golf and am quite proud of the results. In order to market the publication, I’m asking friends and family to spread the news about […]
Disclosure of Costs
A recent finding by the FAIS Ombud will probably cause product providers to rethink how they disclose costs, including commission, in quotation packages. The General Code of conduct stipulates that a provider “…must, […]
Service Level Agreements
It is no secret that the myriad of controls required by the Regulator is not often viewed in a positive light. Feedback after visits by the FSB to broker practices confirms that FSPs […]
Periscope Up
Business forecasts normally appear towards the end of the year, together with reviews of the past year. The financial services industry, and particularly financial advisors, would be well advised to conduct this exercise […]
RE Results
As we near the final cut-off date for FSPs who have yet to write (and pass) the exams before 30 September, one can sense the anxiety in the enquiries we receive. Please know […]
Manhandled in Mendoza
NZ 22 – Australia 0 It took the All Blacks more than 25 minutes to score their first points. Full marks to the Wallabies for keeping the game tight, minimizing opportunities for the […]
Proceed with caution
Whilst at the Olympic games in London, I was standing in a bar in Chelsea, minding my own business, when this little Chinese guy comes in and stands next to me. I turned […]
Service Standards for Complaints Resolution
We regularly hear from readers about poor handling of complaints by product providers. The major problem from an advisor’s perspective is that a lack of response from the product house reflects badly on […]
Regulatory Exams
I recently bought a new car. I got a good deal and decided to help the F & I lady with her regulatory exams. She failed four times writing through Moonstone, and felt […]
Outsurance kry Bloedneus
Verbruikers wat meen dat hulle spaar deur die tussenganger uit te sny, kan gerus hierdie artikel lees. Luidens die berig in die Sunday Times van 12 Augustus 2012 is ‘n kliënt se eis […]
