FSB Levy Deadline
The annual levies payable to the Regulator is calculated on your position as at 31 August 2012. This is for the period 1 April 2012 to 31 March 2013. Should your information have […]
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
Heyneke Meyer's letter to Pat Lambie
Posted on 27/08/2012 by Sportbilly In the scoop of all scoops, it has come to our attention that Heyneke Meyer sent Pat Lambie a letter ahead of the last Springbok game against Argentina […]
Proteas Dethrone English
I became quite loud on Monday as the match between the Proteas and England progressed. After the elation of watching Amla yet again re-writing the record books, I posted on Facebook that Hashim […]
A bit about Golf
I recently completed work on my latest book on golf and am quite proud of the results. In order to market the publication, I’m asking friends and family to spread the news about […]
Disclosure of Costs
A recent finding by the FAIS Ombud will probably cause product providers to rethink how they disclose costs, including commission, in quotation packages. The General Code of conduct stipulates that a provider “…must, […]
Service Level Agreements
It is no secret that the myriad of controls required by the Regulator is not often viewed in a positive light. Feedback after visits by the FSB to broker practices confirms that FSPs […]
Periscope Up
Business forecasts normally appear towards the end of the year, together with reviews of the past year. The financial services industry, and particularly financial advisors, would be well advised to conduct this exercise […]
RE Results
As we near the final cut-off date for FSPs who have yet to write (and pass) the exams before 30 September, one can sense the anxiety in the enquiries we receive. Please know […]
Manhandled in Mendoza
NZ 22 – Australia 0 It took the All Blacks more than 25 minutes to score their first points. Full marks to the Wallabies for keeping the game tight, minimizing opportunities for the […]
Proceed with caution
Whilst at the Olympic games in London, I was standing in a bar in Chelsea, minding my own business, when this little Chinese guy comes in and stands next to me. I turned […]
Service Standards for Complaints Resolution
We regularly hear from readers about poor handling of complaints by product providers. The major problem from an advisor’s perspective is that a lack of response from the product house reflects badly on […]
Regulatory Exams
I recently bought a new car. I got a good deal and decided to help the F & I lady with her regulatory exams. She failed four times writing through Moonstone, and felt […]
Outsurance kry Bloedneus
Verbruikers wat meen dat hulle spaar deur die tussenganger uit te sny, kan gerus hierdie artikel lees. Luidens die berig in die Sunday Times van 12 Augustus 2012 is ‘n kliënt se eis […]
Another Investment Scheme under Provisional Curatorship
The total assets under management of the Rockland Targeted Development Investment Fund was placed under provisional curatorship on Tuesday after an ex parte application by the FSB. Bert Chanetsa of the FSB said […]
Top 10 jokes at the Edinburgh Fringe this year
1. Stewart Francis – “You know who really gives kids a bad name? Posh and Becks.” 2. Censored 3. Will Marsh – “I was raised as an only child, which really annoyed my […]
FSB Contact Details
The latest FSB newsletter, published in January this year, contains a list of e-mail addresses for submission of documentation to the Regulator. Please download and store this in easily accessible format. We have […]
FSB Broadcast on CPD
Continuous professional development has become the new buzz word as far as the regulatory exams are concerned. This was also the theme of the latest television broadcast by the FSB. It contains a […]
