How the process to make withdrawals from the savings ‘pot’ will work

Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.

Read more

Continuous Professional Development Update

“What’s the buzz? Tell me what’s a-happening” These lines from the musical J.C. Superstar may equally apply to the daily queries we receive about continuous professional development (CPD). We published a series of […]

Read More

Applications for Exemption

The publication of Board Notice 116 of 2012 contains details of exemptions granted to 16 FSPs from having to write the Level 1 REs by 30 June 2012. The periods of grace allowed […]

Read More

Super 15

The log this past weekend reminded me of the balls being juggled for the lottery draw. Up and down, sideways, then up, then down. This year’s competition is really a very good one, […]

Read More

Things Irish

My thanks to Janet Harding of Plett who shares my passion for things Irish. Practical Paddy This bloke at a horse race whispers to Paddy next to him, “Do you want the winner […]

Read More

Shall the Twain ever meet?

This article concerns the difference between legislative requirements and practical reality. A recent conversation with a reader concerned the requirement that financial statements must be submitted within four months. Before, FSPs had six […]

Read More

Assistance with Licensing Requirements

In all endings, there is always a beginning. On 30 June, we submitted the last of our licence applications to the FSB as a “recognised licensing body”. This status was afforded to us […]

Read More

Level 2 REs and Qualifications

The article in last week’s Moonstone Monitor on training related matters elicited quite a response from people who require assistance with planning their future training obligations. We mentioned in the article that Board […]

Read More

Proof of RE Status

A reader wrote as follows: Please clarify the issue of RE Level 1 certificates. When I wrote my RE5 and RE1, I was notified by email and a certificate was attached. I am […]

Read More

Heroes and Villains

It has become a bit of a habit to use a song title for this column. I was stuck this week until a very unlikely character came to my rescue, and reminded me […]

Read More

Training Re-Focus

The introduction of the level 1 regulatory examinations in November 2010 shifted the focus from product training to RE preparation. Up to the end of 2009, when FSPs and reps needed a minimum […]

Read More

Extension of Deadline…

Gogga maak (amper) vir Baba Bly Die Reguleerder het Vrydagmiddag, skuins voor 15h00, ’n media vrystelling uitgestuur met die opskrif: “Deadline for Regulatory Examinations”. Die eerste wat ek hiervan te hore gekom het, […]

Read More

RE 4 now available

I received news yesterday that the level 1 regulatory exams for Category III Key Individuals (RE 4) is now available. Please click here to access the exam schedules to register for this exam. […]

Read More

Save the second last dance for me

The Crusaders did themselves no favour by losing to the Hurricanes over the weekend. By picking up just one bonus point, they opened the door ever so slightly for three teams hovering on […]

Read More