Legal practitioners reminded to comply with the Financial Intelligence Centre Act
The Financial Intelligence Centre sets out legal practitioners’ obligations under the FIC Act.
Author: Sponsored Paid Partnership
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
People’s expenses change in retirement. Shouldn’t their income too?
Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
Unlocking global opportunities with Investec
Tectonic shifts in demographics will change the way we think about retirement planning. Structured products can play a key role in navigating these changes.
Accountable institutions: deadlines to submit risk and return compliance returns imminent
The Financial Intelligence Centre reminds accountable institutions listed under Schedule 1 of the Financial Intelligence Centre Act of the looming deadlines to submit their respective risk and compliance return questionnaires by the end of May and July 2023.
The adviser’s role in helping to create a lasting financial legacy
In tough times, it is important to think of your family’s future, and nothing says ‘prepared’ better than drafting your will timeously, planning your estate and leaving a proper wealth succession plan. 1Life launches its latest estate planning product offering.
Sabinet introduces integrated solution for streamlined access to financial regulatory instruments
Sabinet brings together a streamlined workflow by linking the regulatory instrument with the relevant legislation, as well as linked content by Sabinet’s product specialists for ease of use.
Funeral insurance – a product for the poor, or is it?
Statistics indicate that 42% of South Africans had funeral cover in 2021, down from 53% in 2019. This is surprising considering that the pandemic increased claims, as well as people’s fear of death, the world over and significantly impacted the funeral insurance market and the claims environment.
Genoa brings select FSPs affordable PI cover
Genoa Underwriting Managers (FSP No 38225), on behalf of Safire Insurance Company Limited (FSP No 2092), is a niche market specialist Professional Indemnity UMA which offers a Combined Professional Indemnity Policy for Financial […]
Discovery Invest launches market-first European Credit Opportunities Fund
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
Discovery Invest launches market-first European Credit Opportunities Fund
In line with its aim to bring new investment opportunities to South African clients, Discovery Invest launched a market-first credit fund targeting annual returns in euros of 7% a year, net of fees […]
Chris Sickle to lead Prudential under new M&G Investments banner
Chris Sickle, the current Chief Financial Officer of Prudential Investment Managers, has been appointed as the new CEO of the company. He takes over from Bernard Fick, who announced that he will be […]
Your competitive advantage with 1Life
1Life developed Vantage, our financial adviser application, to provide financial services that are an appropriate and affordable by using the best technology available. 1Life Vantage is one of the first comprehensive digital solutions […]
Five trends to consider to future-proof your practice
Change in the last 18 months has been rapid, with business and advice moving online in a matter of weeks. Zoom alone grew from around 10 million users in 2019 to 300 million […]
1Plan – the FNA that matches needs with affordability and life stage
“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more […]
1Plan – the FNA that matches needs with affordability and life stage
“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more […]
