Listed property sector vulnerable in the short term By Ian Anderson, chief investment officer at Grindrod Asset Management
South Africa’s listed property sector declined during the week ending 14 June 2013, despite a fairly stable Rand and a moderate ...
Read More » | | | Old Mutual Rectifies Structures In a media release on 21 May 2013, the Financial Services Board (FSB) announced that it had initiated regulatory action against Old Mutual for transgressions of Directive 159. i which applies to both the Long and ...
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The matter of validity: was a trust even created? Compiled by: Trinette Hartley, Fiduciary Specialist, Glacier by Sanlam
Trusts (and more specifically inter vivos discretionary trusts) are known to be useful estate planning tools with numerous benefits ...
Read More » | | | FSB and Old Mutual agree on revised model for outsourced broker consultant services The Financial Services Board (“FSB”) and Old Mutual Life Assurance Company of South Africa (“Old Mutual”) have reached an agreement about prerequisites for Old Mutual’s outsourced ...
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The Insurance and Financial Services Retail Distribution Review and Scaled Advice Conducting a proper needs and risk analysis prior to assisting the client in making an informed decision is of particular importance to the regulators. This requires obtaining all the relevant information from ...
Read More » | | | RisCura Consulting named Asset/Investment Consultant of the Year At the 2013 Principal Officers Association (POA) Imbasa Yegolide Awards, held on Monday night in Johannesburg, RisCura Consulting was named Asset/Investment Consultant of the year. The awards recognise retirement ...
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Absa targets youth for financial advisory training Absa Financial Services, a leading independent financial, investment and risk advisory company, is on a drive to take on young people as candidates for financial advisory training from all over South Africa.
The ...
Read More » | | | Financial Planner of the Year announced Johannesburg - The Financial Planning Institute (FPI) announced yesterday that CERTIFIED FINANCIAL PLANNER® professional, Barry O'Mahony, founder of Veritas Wealth Management, has been crowned as the 2013 ...
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Gender, aids and obesity the major risk drivers for retirement funds Retirement Funds urged to consider costs based on risk analysis in the context of three major risk drivers.
Retirement funds find themselves facing growing governance requirements and uncertainty due to ...
Read More » | | | FAIS RE Exams FSB Board Notice 119 of 2013: Level 1 Exemptions
This Board Notice provides for an exemption from the current Fit and Proper requirements to two categories of FSPs, and affirms the dates for those not ...
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Retirement Annuities make the headlines, again, but for the wrong reasons The most recent determination by the Pension Fund Adjudicator (PFA) made the headlines in Personal Finance, and was followed by a similar story in Moneyweb a few days later.
In the latest finding, the PFA ...
Read More » | | | PROFIDA incorporates direct link to major bank PROFIDA, the technology leader in financial needs analysis (FNA) and practice management systems, has announced the completion of its direct interface, which allows authorised financial advisers to import clients’ ...
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The rainbow nation desperately needs a social compact before the National Development Plan becomes pie in the sky
Allan Greenblo, Editorial Director
Today's Trustee
The elusive pot of gold is a social compact. In the spirit of Codesa, ...
Read More » | | | The hurdles of complying with plain language legal requirements The use of plain language to protect consumers is increasingly becoming a legal requirement in South Africa with several pieces of legislation already stipulating that consumers have a right to information that ...
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New principles of success and leadership will change the face of business New definitions of success, leadership and power are emerging, which will radically change the way we do business on a global scale. Failure to keep pace with these new paradigms will spell disaster for corporations, ...
Read More » | | | Long-term Insurance Ombudsman publishes individual insurer complaints data The Office of the Ombudsman for Long-term Insurance has published individual insurer complaints data on its website for the first time.
"It is in line with the growing trend internationally and locally ...
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