After the Lord Mayor’s Show
Failure to write the REs within the stipulated time frames calls for action on the part of those affected. The following guidelines were published by the FSB to assist FSPs in conforming to […]
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
Ands, Ifs and butts kicked
We certainly had some lively discussion on Monday’s blog. In particular, Morné Steyn’s performance came under the spotlight. There were some great chirps: Tony: Although I really like Jean De Villiers, he needs […]
Insurance – The socio-political silver bullet
I have been meaning to write on this topic for a while now but, having listened to a few socio-political economists/ analysts (the titles vary quite a bit) over the last three weeks, […]
Q & A on UK TV and Radio show
UNIVERSITY CHALLENGE (BBC2) Jeremy Paxman: What is another name for ‘cherrypickers’ and ‘cheesemongers’? Contestant: Hömosexuals. Jeremy Paxman: No. They’re regiments in the British Army who will be very upset with you. BEG, BORROW […]
Level 1 RE 3 Preparation Guide
This regulatory exam needs to be written by Licence holders in Category II (discretionary fund managers) and II A (hedge fund managers). A set of preparation material advertised elsewhere in this newsletter, can […]
The Numbers Game
What will the fall-out figure be? How many people will be forced to leave the industry? I received a call from a media contact last night, trying to squeeze a figure out of […]
Level 2 RE Content
On Monday we said that the level 2 REs would focus on the legislation pertaining to products, and not on products per se. This elicited a number of enquiries. We discuss the content […]
Over the Hill or Burnt out?
Mens wonder soms oor ons as ondersteuners se ongenaakbare verwagtinge van ons nasionale rugbyspanne. Ek lees vanoggend in die koerant dat daar in Suid-Afrika geen middelgrond is nie. Ons skree “Halleluja” as ons […]
Blond experience writing RE 5
Morning Ma’am, the name is Sam Reporting for the Rep’s exam I must admit I’m in a jam I cannot prove just who I am. I am nearly forty three And as blond […]
Annual Financial Statements
The information below was published in FAIS Circular 5 of 2012. We extracted what we regard as the essence of the communication to assist readers in complying with this annual obligation. Section 19 […]
When will level 2 REs be available?
The regulator indicated that it would focus on the completion of the level 1 REs, and particularly RE 1 and RE 5 before making any further announcements on the next level of regulatory […]
A recipe for success
It is easier to bake a stunning cake if you follow the recipe, rather than just knowing what the ingredients are. This also applies to the regulatory exams (REs). I received the following […]
From Four-wheel drive to Normal?
No, we are not shifting focus to motor rallying this week. Having ground down the England side in four-wheel drive, we now move into normal drive to pick up some speed as we […]
The end of the innocence
When the Eagles recently visited our shores, I was one of the first to book my seat for a trip down memory lane with songs I still know off by heart. The title […]
Cell phone etiquette
After a very busy day, a commuter settled down in her seat and closed her eyes as the Gautrain departed from Sandton to O.R. Tambo. As the train rolled out of the station, […]
Top SA financial journalists honoured at Sanlam Awards
Investigative journalist, Lindokuhle Xulu of Financial Mail, has scooped the Financial Journalist of the Year award at the Sanlam Awards for Excellence in Financial Journalism which were presented in Johannesburg on Tuesday night. […]
