In a recent Advisor Perspective article, the role of caring and the importance of clear boundaries in professional relationships are highlighted, with specific reference to the financial adviser – client relationship. The writers […]
In a recent Advisor Perspective article, the role of caring and the importance of clear boundaries in professional relationships are highlighted, with specific reference to the financial adviser – client relationship. The writers […]
In his latest address to the nation, the President said some economic activity will be allowed to resume, subject to extreme precautions to limit community transmission and outbreaks, and some businesses will be […]
Public Compliance Communication 48 (PCC 48), published by the FIC recently, now provides clarity on when a nominated beneficiary will also be regarded as a client, including when Client Due Diligence (CDD) has […]
The Financial Intelligence Centres recently published Draft Public Compliance Communication 108 (PCC 108) with the objective to provide clarity on certain practical application issues relating to the on-boarding of a client in terms of Chapter 3 […]
FMI recently launched its Income First campaign to encourage South Africans to become more aware of the need to protect their income from the time they are young earners and onwards through each […]
Most South Africans can’t afford to retire. The fact is that the majority rely heavily on income from a salary because their pension income is insufficient to support them. According to the 2019 […]
Insuring a vehicle can be an easy process. In South Africa we have many options available. We are overwhelmed by advertisements by different brands trying to win over the market. In many cases […]
In April I reached that age where the company rules determine that the time has come for me to follow Paul Simon’s advice: “Slow down, you move too fast, you’ve got to make […]
by Patrick Cairns Last year ASISA took a big step with the introduction of the Estimated Annual Cost (EAC) standard. Its implementation in the RA space has been particularly significant, as there have […]
