Integrated, customer-orientated focus needed to improve efficiency in financial services sector
The South African financial sector is facing an efficiency problem, often caused by outdated processes and technology, ineffective workforce management and segmented client service offerings. This means that administrative output is not functioning as optimally as it could, which impacts on a business’s ...
Read More » 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 reduction in long bond yields.
Industry heavyweight, Growthpoint Properties, declined ...
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. A. i which applies to both the Long and Short Term Acts. This Directive sets out specific requirements for insurers who outsource ...
Read More » 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. Unfortunately, many trusts are created without a full understanding of what trusts are ...
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 broker consultant services (SERVCO model).
This follows a directive issued ...
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