A matter of Record
We receive many enquiries from readers who require an official record of their qualifications as listed by the authorities. The Inseta website is the place to find this. There are specific guidelines on […]
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RE Statistics Updated
Various media reports on the regulatory examinations saw the light recently. A document in this regard also appeared on the FSB website yesterday. It states that the pass rate is now 88%, presumably […]
Training Related News
Approved Qualifications: Robyn Shapiro from Investec wanted to know if the list of approved qualifications was updated since the publication of Board Notice 135 on 15 August last year. It appears that this […]
Retirement Reform Proposals in a Nutshell
If you have not yet come across the words “P-day” and “T-day”, rest assured that you will soon. The draft proposals circulated and discussed by the national treasury (NT) last year, were published […]
Retirement Reform Proposals
The Minister of Finance announced proposals in the 2013 Budget Speech to reform the retirement industry, with a focus on governance, preservation, annuitisation and harmonisation of retirement funds. These proposals follow a series […]
Download your RE Certificate
We receive numerous requests on a daily basis for copies of RE1 and RE 5 certificates from candidates who mislaid theirs. You can now download a copy from our website in your own […]
Updating your Records at the FSB
The article we published last week was based on information contained in the FSB FAIS circular 13. This proved to be a rather unfortunate number. We publish below relevant excerpts from the article, […]
FSB Newsletter 13
The latest newsletter from the FSB focuses on communication with the FSB. A number of readers were unable to open the link contained in e-mail sent on Friday. We obtained a copy this […]
Problems downloading FSB Circular 1 of 2013?
This document, entitled “Disclosure of Fees and other potential Conflict of Interests on Third Party Collective Investment Scheme Portfolios” proved to be difficult for some people to download. Please click here to download […]
Treasury Response to Comments
A document containing National Treasury’s responses to comments on the Financial Services Laws General Amendment Bill was published recently. The 110 page document makes for heavy reading if you are not a legal […]
Fiscal Cliff – a far more understandable explanation
US tax revenue: $2,170,000,000,000 Federal budget: $3,820,000,000,000 New debt: $1,650,000,000,000 National debt: $14,271,000,000,000 Recent budget cuts: $38,500,000,000 Let’s now remove eight zeros and pretend it is a household budget: Annual family income: $21,700 […]
Important Changes to Fit & Proper Requirements
The publication of Board Notice 202 of 2012 brings about very important changes to the definitions of “Annual Expenditure”, “Liquid Assets” and “Management Accounts”, amongst others. This may impact significantly on your financial […]
FSB Circular 13 of 2012
This is a follow-up circular to FAIS circular 12/2012 distributed on 7 December 2012. The purpose of this circular is to communicate information regarding the following: Additional information regarding the extension of the […]
Council for Medical Schemes Accreditation
A draft policy document on accreditation for brokers and broker organisations was published for comment by the Council. Please click here to download a copy. Affected parties have until 13 January 2013 to […]
FSB Circular 12 of 2012
This circular provides information on the level 1 regulatory examinations. The following aspects are addressed: The extension of the re-write deadline for the RE3 (Key Individual: Category II and IIA) and RE4 (Key […]
