Die FSB het aangekondig dat die Afrikaanse regulatoriese eksamens nie na 30 November 2015 beskikbaar sal wees nie. Volledige besoderhede is vervat in Fais Circular 5/2015. Slegs Moonstone bied die eksamen aan. Om te registreer, besoek asseblief […]
The latest issue of the Short-term “Ombudsman’s Briefcase” contains an interesting case which highlights again the difficulty of complying with varying interpretations by overseeing bodies. We recently commented on two FAIS Ombud determinations […]
The survey for the second quarter of 2015 reflects the unweighted average confidence of four segments of financial services, namely: Retail banking Investment banking Asset management and Life insurance The EY Financial Sector […]
INSETA 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 […]
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 […]
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 […]
Life is one amazing experience. Clichéd as it may sound, we are all taken on a journey that is beyond our wildest imaginations, peppered with twists and turns and many highs and lows. […]
This is the first in a series of articles on savings which will be published in July. An article from Allan Gray portrays, in a very clever manner, how procrastination can severely impact […]
In a recent determination, the Pension Fund Adjudicator ordered an umbrella fund to reverse its decision not to pay a 50% share of a pension interest as decreed in a divorce settlement. According […]
The latest decision by the FSB Appeal Board contains an interesting perspective on the impact of remorse in cases where a review of a decision by the Regulator is requested. The reasons for […]
Intentions by the Department of Health to amend regulations concerning prescribed minimum benefits in terms of the Medical Schemes Act were challenged by Genesis in court on 18 June 2015, asking that the regulations be […]
Last week’s publication of the Everlytic Guide to Navigating POPI proved to be very popular with readers. It is an easy to read, colourful document, and ideal to use in training sessions for […]
Softbyte Computers recently developed a software program for UNISA to assist tax and accounting students, and is now offering our readers the same student version of WinTax software at no cost. Tony de […]
Softbyte Computers, a SAIT accredited supplier of CPD goods, kindly offered our readers free access to a series of video lectures on personal tax. Tony de Wijn points out that these lectures are […]
The Enforcement Committee of the Financial Services Board recently took action in response to a referral of Nestlife Assurance Corporation Limited for contravening section 7(3) of the Financial Advisory and Intermediary Services Act, […]
This publication reveals some interesting statistics: The total number of complaints received amounted to 10 253, an increase of 9.5% over the previous year. Complaints unresolved after six months totalled only 54 at […]
A reader recently shared an interesting case with me concerning claw back of commission after a claim was repudiated. As this concerns principles, rather than the specific insurers, I removed all references to […]
