Massive interest in two-pot withdrawals puts administrators to the test

As the two-pot system rolls out, fund administrators are receiving a wave of withdrawal claims, highlighting the financial squeeze many are feeling.

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Piggy banks become investment portfolios

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 […]

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Update on Debarment Article

On 18 June, an article titled More debarments end up in court reported on two representatives who turned to the courts after being debarred by their former employer. In an urgent application in […]

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ASSA Feedback on RDR Proposals

MoneyMarketing recently reported that 50 members of the Actuarial Society of South Africa (ASSA) agreed to assist the FSB with the assessment of the feedback received on the proposals contained in the Retail […]

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Update on level II REs and CPD

The initial idea was for the Level II REs to focus more on product knowledge, with CPD kicking in afterwards to ensure you stay up to date with developments in your chosen fields of […]

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Landmark ruling on Non-disclosure

A very important recent judgment clarifies the issue of what a client has to disclose after effecting insurance. The Mercury reports as follows: “Two years ago Pietermaritzburg High Court Judge, Piet Koen, ruled […]

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Selections Selections

The Springbok team to face the World XV in Cape Town proofs very interesting:  Willie le Roux (Toyota Cheetahs), JP Pietersen (Cell C Sharks), Jesse Kriel (Vodacom Bulls), Damian de Allende (DHL Stormers), […]

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Life in a month

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 […]

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Download your RE Certificate

We receive numerous requests for copies of RE1 and RE 5 certificates from candidates who mislaid theirs. You can download a copy from our website provided of course, that you wrote with Moonstone […]

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FSB FAIS Newsletter 17

This very welcome FSB publication, published on 30 June 2015, contains a lot of need-to-know information. Some topics were covered in our publications before, but this is an excellent document to keep in a safe […]

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Assassination and terror attack in Egypt

Prosecutor-General Hesham Barakat was assassinated in a roadside bombing on Monday, June 29. The bomb was planted on a road near Mr Barakat’s home and detonated as he was on his way to […]

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Surprise Surprise

There are normally three kinds of surprises: the nice, the not so nice and the totally unexpected or, if you wish, the good, the bad and the ugly. The inclusion of some players […]

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Legislative Changes and the REs

It stands to reason that candidates who write the regulatory exams should be tested on current legislation. In view of the fact that regulations change constantly, it is an enormous task to amend […]

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