Momentum Lost
A lot of talk before the past weekend’s Super 15 matches concerned how those teams who are relatively assured of a place in the final would do their best to maintain their winning […]
Discovery to appeal ‘far-reaching’ judgment in favour of RAF
The High Court says Discovery Health misconstrued the scope of the judgment that set aside the RAF’s first directive on the payment of medical scheme members’ claims.
Videos
Watch: MBSE launches RE training for FAIS representatives
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
Not Entirely True
Not Entirely True Bob, a 70 year old, extremely wealthy widower, shows up at the Country Club with a breathtakingly beautiful and very appealing 25 year-old blonde who knocks everyone’s socks off with […]
Managing the practice’s biggest cost: Staff
Staff costs in the advisory practice are usually the largest expense by far. Remuneration for sales, base monthly salaries, admin staff, retirement and medical fund contributions all add up. Even for the single […]
Charges in Retirement Provision
On 11 July, the National Treasury released the last paper in a series of five technical discussion papers on promoting household savings and reforming the retirement industry. The first four were: Enabling a […]
Binder and Outsourcing Agreements – the Next Chapter
Following a further consultative process, the FSB issued Information Letter 3 of 2013 on the 1st of July. This document is of major importance to all binder holders, as well as holders of […]
Bye bye Brian
Before we look at the weekend’s sport, I feel the need to say a word or two about Bryan Habana who plays his last game for the Stormers tomorrow. His record breaking fifty […]
Honesty is the best policy
Police are called to an apartment and find a woman holding a bloody 5 iron standing over a lifeless man. The detective asks, “Ma’am, is that your husband?” “Yes” says the woman. “Did […]
Outsurance Advert in the Spotlight
Beeld recently published an article on the Outsurance advert which offers clients all their premiums back after 15 years. It certainly makes interesting reading, and raises a few points which I am sure […]
FSB Presentation: Non-Financial Services FSPs
Non-Financial Services FSPs – 9 July 2013 Agenda: Opening – Charene Nortier – FSB Overview of the FSB – Michelle Naidoo – FSB Juristic Representatives – Alan Holton – Compliance Monitoring Systems CC […]
Third Party Disclosures to SARS
We came across this article in the June edition of the Logista newsletter. The 2011 Tax Administration Act indicated that SARS would be looking to third parties, such as banks, medical aids etc, […]
Fools rush in
A Department of Agriculture representative stopped at a farm and talked with an old Afrikaans farmer. He told the farmer, ‘I need to inspect your farm.’ The old Afrikaner said, ‘OK Boet, but […]
Draft Directive on Causal Event Charges
A document from the Registrar of Long-term Insurance was published in June and calls for comments by 31 July 2013. The request for input on the Directive follows in the wake of determinations […]
Fees for Service – ASISA Views
In response to our article of 25 June regarding the CoreData Research survey on Fees for Service, ASISA commented as follows: ASISA’s understanding of the pending Retail Distribution Review is that changes are […]
FSB Workshops in July and August
There are 4 workshops in July, three of which are held at the FSB offices in Pretoria. The only telematic broadcast in July takes place tomorrow (9th of July). The target audience is […]
Rampant Lions Seal Series
Watching the final game of this closely fought series, I finally worked out how the Lions clothing works. Scotland and Ireland combine to make op the socks, England contribute the white shorts, and […]
Wales to the Rescue?
Warren Gatland, the Welsh coach who is also in charge of the B & I Lions, put a cat amongst the pigeons when he announced that two thirds of his starting line-up would […]
What TCF is NOT
When does Treating Customers Fairly (TCF) become a reality? In the original planning, January 2014 was indicated as the planned date for implementing legislative changes envisaged in the regulatory framework. If this is […]
