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FAIS Credits and Qualifications

The competency requirements under FAIS are often misunderstood, leading to many people stressing unnecessarily. Prior to 2010, transitional arrangements were in place which allowed for “FAIS Credits” to be obtained which would exempt representatives from having to obtain a full qualification ...
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Brexit | What is your risk matrix?

The United Kingdom has voted to leave the European Union. There will be significant consequences for many businesses and, while the departure process will take several years, planning should start immediately to identify the risks and opportunities that the UK’s exit may bring. Norton Rose Fulbright ...
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Chameleon workers – how they can help your business flourish

By Heidi Duvenage, Head: Sage Talent Solutions   As businesses are being forced to change, become more agile and disruptive to remain competitive, the pressure on employees to adapt is increasing. The rapid way in which technology has changed and the inability, as well as resistance ...
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FAIS: Registrar issues notifications warning

FAIS Circular 20 contains a reminder to FSPs regarding what changes in the FSP need to be conveyed to the Registrar within 15 days. Section 8(10)(a)(ii) of the FAIS Act states: “Where a provider is a corporate or unincorporated body, a trust or a partnership, the provider must, within 15 days ...
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Keeping Customers Satisfied

This has always been an important component of business, even before Simon & Garfunkel turned the phrase into a hit song. A recent article on customer views of short-term insurers, led me to the website of the South African Consumer Satisfaction Index (SAcsi). They deal with a number of important ...
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Quantitative Analysis:

Analysis of an investment by focusing on statistical measures. Efficiency, Sharpe and Sortino ratios are indicators of return per unit of volatility.
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