Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
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Fact: Skills Development Levy (SDL) is paid by every employer whose salary bill exceeds R500,000 per annum. It is 1% of the salary bill and is collected by SARS. Did you know? Employers […]
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 […]
As we celebrate the month of love, the 3.5 million South African couples who are living together but are not married should be aware that when it comes to legal affairs, not all […]
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
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 […]
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 […]
Ten months after the coronavirus provoked global stay-at-home orders, most financial advisers haven’t returned to the office yet. Various media reports and statistics indicate that we are likely to see the percentage of […]
“Advisers are acting like travel agents, selling clients a ticket to a seat on the aeroplane, when in fact, we should be thinking of ourselves as pilots, being with our clients throughout their […]
Adjusted Level 3 Regulations were gazetted on 29 December 2020 and contain further restrictions and stricter penalties for non-compliance with a view to curbing the spread of the virus while retaining a functioning […]
Client advice records, or the lack thereof, was identified as one of the trends in complaints contained in the latest annual report of the FAIS Ombud A tick-box exercise does not help the […]
The annual webinar, aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be hosted on Wednesday, 24 February 2021. The three-hour session is geared towards the changing “conduct” […]
The annual webinar, hosted by Moonstone Compliance and aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be presented on Wednesday, 24 February 2021. The focus of this […]
If Covid-19 has shown us anything, it underlined the fact that the future of life insurance belongs to the insurers who go out of their way to make their customers’ lives simpler and […]
The outbreak of the COVID-19 pandemic has not only impacted and changed our interactions in society, it has also changed the way we do business. In order to ensure that operational demand is […]
Is an illness or unforeseen circumstance preventing you from writing the regulatory exam on the date originally booked? Regulatory exam candidates need to take note of the following: If the candidate wants to […]
