FAIS Act: To be, or not to be a Representative? To be, or not to be a Representative? That is a tough question, given the intricacies involved. L writes:
I recently read in a Moonstone publication that office staff should be aware of all the legislation, ... Read More » | | | Registration has opened for The Insurance Conference 2012 Registration has opened for The Insurance Conference 2012 which will be held at Sun City, from 10 - 13 June 2012 and an early bird discount is available for early bookings until 9 March 2012, so get registered ... Read More » |
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Compliance Risk Management Plans now available online After a year of intensive development, the Compliance Institute Southern Africa announced today that its Compliance Risk Management Plans (CRMPs) are available for purchase online.
The CRMPs have been developed ... Read More » | | | Pretium Services Compliance Update – January 2012 The January 2012 Pretium Services Compliance Update has been published in the Insurance Gateway® Knowledge Base.
With a compliance flavour, these newsletters provide a succinct overview of happenings ... Read More » |
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Treating Customers Fairly: How is it Measured? The FSB published feedback on their website about a tool they are developing to determine the status of TCF in your practice. The purpose of developing – and piloting - a self-assessment tool is to:
... Read More » | | | Global executives say companies should be measured by their societal purpose, according to new Deloitte survey Private sector leaders and Millennials believe business, more than any other area, has the potential to impact society’s biggest challenges
Johannesburg – Deloitte Touche Tohmatsu Limited ... Read More » |
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Big data holds big challenges for 2012 As 2012 rolls in amid continued economic uncertainty, businesses will have to work smarter to achieve sustainability and growth. One way of succeeding is to extract more value from data through business intelligence ... Read More » | | | IRMSA Conference 2011: This Turbulent World - What’s Next?
By Michael E. Stoker
Insurance Gateway® a division of Stoker Risk and ICT (Pty) Ltd
www. insurancegateway. za
Delegates who gathered ... Read More » |
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Survey - Professionals are more upbeat on the state of the economy Confidence among graduate professionals* improved in the final quarter of 2011, according to the latest results from the PPS Graduate Professionals Confidence Index, with an overall confidence level of 58%, the ... Read More » | | | Whither Enterprise Resource Planning in the cloud computing era Cloud computing continues to hold centre stage as it demonstrates through practical application that the advantages it promises are consistently delivered. These advantages, of reduced cost, improved efficiency ... Read More » |
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FAIS Regulatory Examinations in Afrikaans The Financial Services Board would like to make a correction to certain allegations in an article that appeared in the BEELD newspaper on the 25/01/12. It is not part of the settlement between the FSB and NAIFA ... Read More » | | | The march of the markets
Allan Greenblo
Editorial Director
Today’s Trustee
The tectonic plates have shifted. Lower economic growth means ... Read More » |
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Retirement Fund Trustee Liability - The Long Overdue Correction By Lucian Carciumaru
Camargue Underwriting Managers (Pty) Ltd
The previous decade produced minimal claims against the Retirement Fund Trustee Policy (the Policy). This of course meant that the scope ... Read More » | | | Pension Funds well positioned to counter the ugly side of capitalism
Allan Greenblo
Editorial Director
Today’s Trustee
Shareholders, particularly pension funds, are well positioned ... Read More » |
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FAIS Regulatory Exam Roundup 23 January 2012 Level 1 Regulatory Examinations - Forewarned is forearmed
One advantage that those have who have not yet written a level 1 RE, is that they can benefit from the experience of those who wrote before them ... Read More » | | | Super Ombud on the cards again Two articles in Saturday’s Personal Finance make it clear that the current system of handling complaints is not cast in stone. The gist of the articles is summarised as follows on the Personal Finance website:
A ... Read More » |