Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.
Read morePlease note that no examinations will be scheduled for the period 16-03-2015 to 10-04-2015 at Pretoria Brooklyn Forum Examination Centre. We are upgrading the facilities to provide a wider range of services to […]
The Registrar released a draft circular titled, The Commencement of Participation, Termination and Re-Commencement of Participation of Participating Employers in Umbrella Funds, on 27 February 2015. The introduction states that the Registrar wishes to provide […]
Last week, the Regulator sent a reminder to all registered FSPs regarding the above. In terms of the provisions of Section 19 of the FAIS Act, all authorised Financial Services providers (“FSPs”) are […]
The Council for Medical Schemes (CMS) issued Circular 9 of 2015 on 13 February. The document invites comments on the proposed introduction of a Low Cost benefit Option (LCBO) Framework. The purpose of the framework is to […]
We receive numerous requests on a daily basis for copies of results, or RE 1 and RE 5 certificates from candidates who mislaid theirs. You can download this from our website in your own time, […]
The Moonstone Investment Indicators has, for many years now, been the only really independent source of comparison used by intermediaries when advising clients on annuity and guaranteed rates, as well as Money Market […]
FAIS Information Circular 11/2015 contains 7 new specific email addresses for queries to the FSB’s FAIS Department. It also contains a complete list of all FAIS email inboxes that the external stakeholders should […]
Conflict of Interest (COI) was addressed in detail in Board Notice 58 of 2010. Broadly speaking, it aimed to address the provision of incentives like overseas trips and other “extras” with the potential […]
Die onvoorspelbaarheid van die uitslae in die eerste twee rondtes sal waarskynlik voortduur in week 3. Die Crusaders het byvoorbeeld hul eerste wedstryd verloor, wat nie snaaks is nie, behalwe dat dit op […]
Anton Swanepoel’s popular, informative and practical Regulatory Workshops will be run again in March this year. There will be two presentations – one focussing on short-term intermediaries, and one for long-term advisers. The […]
Fees in respect of tax free investment The list of definitions states: A “fee” includes a management fee, administration fee or any similar charge; The regulations stipulate that “any fee charged in respect […]
The final Notice and Regulations that allow for the introduction of Tax Free Savings and Investment Accounts (“TFSAs”) with effect from 1 March 2015 were approved by the Minister of Finance, according to a media […]
We receive numerous requests on a daily basis for copies of results, or RE 1 and RE 5 certificates from candidates who mislaid theirs. You can download this from our website in your own time, […]
We often receive enquiries from readers about their obligations in terms of continuous professional development. As often stated in the past, only those who are members of a professional body who requires its […]
The court case, in which 13 credit providers and the law firm that facilitated the EAOs are involved, is drawing wide interest in the media. It sets out to determine, amongst other issues, […]
In a recent article in Moneyweb Today, Patrick Bracher, a director of Norton Rose Fulbright is quoted as saying: “New financial advice regulation contained in the Retail Distribution Review (RDR) highlights the failure […]
