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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, fit and proper requirements etcetera, but that they do not have to write the regulatory exams ...
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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 now. The Annual Insurance Conference provides a forum for all sectors of the insurance ...
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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 as a guide and monitoring tool to assist businesses in complying with the requirements ...
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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 within the FAIS environment and being distilled as they are, are a must read for busy FSP ...
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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: Provide firms with insight as to how ready they are to demonstrate to the FSB and other ...
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Enterprise Risk Prevent, mitigate, insure   Enterprise Risk takes risk management to boardroom level looking at ways ... Southern African Legal Information Institute (SAFLII) The Southern African Legal Information Institute (SAFLII) collects and publishes legal materials from Southern ...   South African Social Security Agency (SASSA) South Africa provides a wide variety of financial assistance to its needy citizens by way of cash grants, ... Automated Policy Evaluator (APE) What is APE?   APE is an acronym for Automated Policy Evaluator. It is a FREE software application ... Amalgamated Traded Policy Services (Pty) Ltd Amalgamated Traded Policy Services (Pty) Ltd (ATPS) as a market maker has an infrastructure consisting of:   ...		Pension Fund Adjudicator Actuaries Associations & Institutes Retirement Funds registered by the FSB Publications Compliance Benefit Administrators & Investment Managers Trust Establishment & Management Regulatory Authorities Business Chambers Ombud Information Technology and Software Partners Auditors Education and Training Training Courses & Workshops

Knowledge Base Updates » FAIS Regulatory Exams Treating Customers Fairly: Items from the FSB Treating Customers Fairly: General Items Ethics in Business Presentations New Financial Sector Framework Regulatory Items New Financial Sector Framework Articles Fraud - Articles and Presentations Intermediaries Liability Exposures Articles and Dissertations Regulation 28 Solutions for Retirement

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Events » 20 Feb 12 | Enterprise Risk Management Africa 2012 Risk Managers, intermediaries, insurers and other stakeholders in the risk environment from around Africa and elsewhere in the world will ... 07 Mar 12 | Africa Directors Duties, Principles & Practices Of World Class Corporate Governance Venue: Birchwood Hotel, Johannesburg, South Africa. This workshop will equip Directors, Company Secretaries, Finance Directors, ... 07 Mar 12 | 2012 Fund and Asset Consulting Forum DELIVERING CERTAINTY IN AN UNCERTAIN CLIMATE The markets have been characterised by a sense of unease and rapid swings. The use of ... 15 Apr 12 | RIMS 2012 Annual Conference & Exhibition April 15-19, 2012 Pennsylvania Convention Center | Philadelphia, PA   For information please visit www. org and click on the tab ... 10 Jun 12 | THE INSURANCE CONFERENCE 2012 The Annual Insurance Conference provides a forum for all sectors of the insurance industry to convene for two days of professional development, ...

Career Opportunities » EB/Healthcare Consultant/Branch Manager: Roodepoort EB Sales Consultant: Port Elizabeth Estate Planning Consultant: Nelspruit Financial Planner/Life Insurance Consultant (InsuranceBusters): Cape Town Financial Planner: Pretoria/Johannesburg Disability Claims Assessment & Management Specialist: Parktown Assistant to Wealth Manager: Sandton EB Systems Analyst Projects Management: Randburg EB Senior Consultant: Jhb Assistant Compliance Officer: Northern suburbs of Jhb

 

More News »

Healthcare » Global executives say companies should be measured by their societal purpose, according to new Deloitte survey Big data holds big challenges for 2012 IRMSA Conference 2011: This Turbulent World - What’s Next? Survey - Professionals are more upbeat on the state of the economy Whither Enterprise Resource Planning in the cloud computing era

Investment » Hedge funds outperform ALSI by 6% in 2011, with significantly less volatility Money market unit trust category no longer king in terms of size Rezco appoints new director Launch of new Business Analyst qualification will fill vital skills gap in SA’s business capacity, says Deloitte Beware of yield chasing

Life » Cancer is leading cause of Insurance Claims according to Altrisk Altrisk Provides Swiftnsure for Immediate Cover Binder Regulations – Practical implications FAIS Regulatory Examinations in Afrikaans Super Ombud on the cards again

Short-term » Lireas buys 48% stake in Firedart The importance of having adequate commercial insurance cover New appointments at CIB Insurance Administrators CIB to sponsor Vodacom Super Rugby from 2012 The importance of directors and officers liability insurance

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