Ombud finds fault with ‘negative-option’ selection at inception stage
The consultant should have provided the available options to the insured and left it to the insured to decide which category best suited his business.
Best Practice
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
Occupational fraud: a global epidemic costing trillions
CS Forensics CEO Christo Snyman says implementing effective risk mitigation strategies can significantly prevent the escalation of employee fraud.
Tax professionals ‘should prepare for more major shifts in SA’s tax system’
The compliance landscape has shifted from ticking the boxes to risk anticipation, risk identification, and proper disclosure.
Webinar: Transform the way you think about digital defence in the financial industry
As the Joint Standard for handling IT risks takes effect, FSPs must begin to familiarise themselves with establishing a resilient IT risk management framework.
Fund members must understand the implications of annuity choices, says FAIS Ombud
The restrictions on accessing funds within a life annuity should be made clear.
Become an effective manager: webinar on tackling poor workplace performance
Moonstone Compliance’s free webinar will provide you with the skills to investigate and manage poor performance.
Two pots: six critical pillars financial advisers need to know when guiding their clients
While the two-pot retirement system will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early access.
Cyber insurance: ‘brokers have their work cut out for them’
Business owners may be labouring under a false sense of security when it comes to the extent of their liability cover.
Student Hero takes the strain out of applying for education funding
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Student Hero offers.
Case studies of settlements facilitated by the FAIS Ombud
In two cases, the representatives did not advise the clients adequately of terms that were material to the products’ benefits.
Funeral policy fraud: know how to protect yourself
While insurers say that the number of claims found to be fraudulent remains ‘stable’, funeral insurance continues to attract a high incidence of fraud and dishonesty.
Manati’s alternative student funding opens doors to education
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Manati offers.
Enhance your HR skills by attending our insightful webinars in November
The free webinars will provide you with the skills to investigate misconduct and manage poor performance.
Webinars on how to investigate misconduct and address poor performance
Bookings are open for Moonstone Compliance’s two free employment law webinars in November.
Retirement funds and death benefits: what options do beneficiaries have?
There is a major difference between pre-retirement and post-retirement funds regarding the nomination and payment of beneficiaries.
Webinars on how to investigate misconduct and address poor performance
Bookings are open for Moonstone Compliance’s two free employment law webinars in November.
Here are the key features of the Capitec Education Fund
Students who enrol with MBSE have four options to fund their studies. In this article, we look at what Capitec offers.
