Clients need to be reminded of the long-term benefits of risk cover
Intermediaries can help clients to understand the implications of losing their protection.
Cancellation
Videos
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
New guidelines on orphan funds – Cancellation and reinstatement requirements reviewed by Authority
The FSCA recently published PFA Information Circular No. 1 of 2019 which replaces Information Circular PF No. 2 of 2017. The latter provided guidance on the information required for an application for the cancellation of […]
New guidelines on orphan funds – Cancellation and reinstatement requirements reviewed by Authority
The FSCA recently published PFA Information Circular No. 1 of 2019 which replaces Information Circular PF No. 2 of 2017. The latter provided guidance on the information required for an application for the cancellation of […]
