Momentum’s NHI cost estimate is ‘mathematical hooliganism’, says Health Minister

Aaron Motsoaledi wants to engage with people who are in favour of universal health coverage but have objections to the NHI Act.

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Embracing Technology in Your Business

A fluctuating economy, a competitive financial services landscape and abundant new legislation are just three of the countless challenges South African financial advisers contend with today. But while these challenges will undoubtedly contribute […]

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KYC – Knowing your client or killing your client?

Nearly all financial institutions understand the “know your client” (KYC) requirements. It is an important step developed globally to prevent identity theft, financial fraud, money laundering and terrorist financing. Knowing customers is an […]

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Compliance Officer Requirements amended

The Registrar of Financial Services Providers has published the following documents on the official web site of the Financial Services Board: The Amendment of the Notice on Qualifications, Experience and Criteria for Approval […]

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TCF in Dispute Resolution

An interesting case from the latest Short-term Ombud briefcase reflects that fairness and equity should be applied in settling a dispute. Background Ms. A suffered a burglary at her property, which was let […]

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Alistair’s Bok selection…

Humour me for a moment please, as we look at Saturday’s team of 23: A fly half playing full back, a left wing playing right wing, a scrumhalf playing left wing, a full […]

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What to look for in structured products

In today’s uncertain climate, financial advisers have to consider risk very carefully. How much risk is appropriate for different clients, and how it is managed are critical questions when putting together investment plans. […]

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Contradictory views on Material Terms?

The latest Newsletter from the Short-term Ombud contains details of a rejected claim as a result of the fact that, at underwriting stage, the client did not inform the insurer of previous losses. […]

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That’s right – Dale and Vern are back!

Steyn was the leading wicket-taker in the two-match Test series against New Zealand with 10 scalps at 10.20 and claimed his 26th five-for in Centurion to end questions over whether he could regain […]

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Placing Business Overseas

A recent case from the Enforcement Committee reinforced the importance of making sure that one understands the requirements contained in regulations and directives issued from time to time. The latest version of Directive […]

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FSP Expectations from Product Providers

A landmark research report from Insight Discovery shows what IFAs expect from LISPs and asset management companies. Market intelligence firm Insight Discovery released its second South African Investment Panorama (SAIP), a survey of […]

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Ombud Advice to Policyholders

The Short-term Ombud warned policyholders against taking premium holidays when there is too much month at the end of the money. During tough economic times, cash-strapped consumers are forced to prioritise their monthly […]

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Ombud Overturns Rejected Claim

The latest Ombudsman’s Briefcase contains a number of case studies. It is interesting to note that the insurers involved are named in all of these cases. Below is one such a case, and […]

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Alles is nie verlore nie

Alister Coetzee se besluit om nie te torring aan sy span van verlede week nie, behalwe waar beserings dit noodsaak, sal waarskynlik kritiek uitlok. In die kort tydjie wat hy in die stoel […]

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