Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read moreINSETA opened a special funding window for those wishing to avail themselves of the opportunity to get financial assistance for learners in their employ. Please complete the prerequisite survey by clicking on this […]
The latest Ombud Briefcase contains a number of case studies which provides guidance on key aspects of the industry. Non-disclosure of a criminal record A direct insurer rejected a claim on the above […]
The June 2015 Date of First Appointment (DOFA) deadline again saw a large number of candidates scurrying to write at the very last minute. Those who failed experienced unnecessary hardship, upheaval and a […]
Representatives in the short-term industry who move to a new FSP, often take their clients with them. There are very specific legal requirements in this regard, and ignoring it can have a costly […]
Since the introduction of Prescribed Medical Benefits (PMBs) in 2004, definitions, inclusions, cost and reviews, have raised concerns. PMBs were well intentioned – make sure members have cover for emergencies and big events. […]
As one is wont to do these days, I was almost more interested to see who the referee is for Saturday’s big match between New Zealand and South Africa, than what the teams […]
Our RE Department receives many enquiries from third parties, like compliance officers, for information about candidates. In line with the Promotion of Access to Information Act (PAIA), and the FSB’s mandate to examination […]
FAIS Newsletter 17 contains details of the outcome of this special compliance audit to investigate the link between the payment of sign-on bonuses and the replacing of products as a result thereof. The […]
We are aware of at least one product provider who offers upfront discounted fees, plus further payments in years 6 and 11 of the plan. Whilst this option contains a number of positive […]
The introduction of tax-free savings accounts on 1 March this year was a positive step from National Treasury. Effectively the government has put its money where its mouth is with regards to encouraging […]
The absolute necessity to ensure that you take into account the qualifying criteria when preparing for the regulatory exams was highlighted in a recent comment from a candidate: Whilst the feedback and information […]
It is not only in rugby that we see different standards being applied by those tasked with applying the rules. The recent banning of an adviser in Australia, compared to some recent appeals […]
The Australian side for Saturday’s clash against South Africa certainly looks dangerous – on paper, at least. A backline comprising Israel Folau, Adam Ashley-Cooper, Tevita Kuridrani, Matt Giteau, Rob Horne, Quade Cooper and […]
This is the second in a series of articles on savings, published in July, National Savings Month. An article by Rick Briers-Danks, certified financial planner at Veritas Wealth, highlights the need to instil […]
On 18 June, an article titled More debarments end up in court reported on two representatives who turned to the courts after being debarred by their former employer. In an urgent application in […]
MoneyMarketing recently reported that 50 members of the Actuarial Society of South Africa (ASSA) agreed to assist the FSB with the assessment of the feedback received on the proposals contained in the Retail […]
