Will – Moonstone Information Refinery

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

The importance of having a valid will and proper estate planning

Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.

Beneficiary nomination updates and crypto assets in a will

New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.

Where there is a will there is a way forward – Consider the effect of not having one

National Wills Week 2020 takes place from 26 to 30 October. In a recent article, Alex Simeonides, CEO and co-founder of Capital Legacy, indicates that more than 75% of South Africans pass away without […]

Drafting a will – Questions to consider

National Wills Week 2019, takes place from today (the 16th) until 20 September. In a recent article, Eric Jordaan from Crue Invest (Pty) Ltd shared some sound advice for both you and your […]