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Social media: what happens to your account when you die?

By Nerushka Deosaran, Associate Norton Rose Fulbright South Africa Will you instruct your executor to memorialise or close your Facebook account or will you sign up to DeadSocial to post goodbye messages posthumously? The US government has created guidelines for dealing with your digital afterlife ...
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The 7 questions to ask when choosing a financial adviser

By Greg Stockton, Africa Divisional Manager of deVere Group  It’s almost universally recognised that the best way for most people to secure financial freedom is to devise, implement and manage a sound, tailor-made strategy with an independent financial adviser (IFA). But choosing ...
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Death Benefits - Digging for Details

It's unreasonable that, under all circumstances, trustees leave no stone unturned in finding complete information about dependents. Mickey Lowther* explains the problem and suggests a solution. In a number of recent determinations regarding the allocation of death benefits, the Pension Funds ...
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FPI partners with Old Mutual Corporate to increase accredited financial planners and advisors

Johannesburg – According to the recent global Comparator Research Survey, commissioned by the Financial Planning Standards Board (FPSB), 60% of firms surveyed in South Africa revealed that the public viewed financial planning as a highly valuable professional offering, and that the financial services ...
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African Bank, Capitec and the downgrade of South African Banks: Q&A

By Andrew Canter, Chief Investment Officer Futuregrowth Asset Management We’ve recently seen the failure of African Bank, rising concerns about Capitec and other lenders, and the credit rating downgrade of the Big-4 South African Banks. In this Q&A we offer some context to these events ...
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Flexibility:

Unitised products allow varying contributions from many investors. The investors are usually allowed to purchase or sell units at their own discretion and even switch between a range of unitised products.
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