‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.
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The COVID-19 pandemic and the subsequent market volatility has spotlighted the need for financial resilience among investors. “To be a successful investor, you need to understand what you are getting yourself into upfront, […]
Old Mutual’s Savings & Investment Monitor also points out that there is no greater time than now for people to make responsible and informed financial decisions to ensure they can withstand the pressure […]
With the extreme market volatility and emotional turmoil caused by the COVID-19 pandemic, it’s understandable that investors are concerned about their investments. According to Nomi Bodlani, head of strategic markets at Allan Gray, […]
With the extreme market volatility and emotional turmoil caused by the COVID-19 pandemic, it’s understandable that investors are concerned about their investments. According to Nomi Bodlani, head of strategic markets at Allan Gray, […]
It was recently announced that South Africa is in its second recession in two years. The question now is what will happen if Moody’s rescinds South Africa’s remaining investment-grade credit rating. How will […]
In a recent Moneyweb article, Patrick Cairns discusses the question: How long is long term, exactly? “Many investors might consider five years a good period of time to dedicate to a particular strategy. […]
Regardless of what individuals are saving for, one of the most important factors for any investment is the investment’s time frame. In a recent Moneyweb article, Patrick Cairns poses the question “Which funds […]
South Africans are overburdened with taxes, and it’s only set to get worse. If you or your clients are considering investing internationally, you should be aware of the tax requirements when deciding on […]
South Africans are overburdened with taxes, and it’s only set to get worse. If you or your clients are considering investing internationally, you should be aware of the tax requirements when deciding on […]
by Patrick Cairns A man entering retirement can currently expect local insurance companies to offer starting annuities of roughly between R5 250 and R5 850 per month for every R1 million of capital he has. This […]
Last year was a challenging year for investors, with US equity and government bond markets both returning less than cash. While there is no guarantee of better performance in 2019, identifying the underlying […]
Chapter 4 of the proposed new Policyholder Protection rules contains details regarding advertising standards specifically applicable to investment business. No projected benefits (including but not limited to maturity, income, death, disability or (partial) […]
The information contained in the update published in December is divided into seven “Themes”. This article provides a summary of some of the points discussed in Theme 2: Investments. At the end of the […]
In the space of the last eight weeks we saw seven determinations against one FSP, and it is likely that there is more to come. The total in fines meted out by the […]
