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Tips to end 2017 on a financially high note

By Alexander Forbes Financial Planning Consultant Rita Cool Update your financial goals & requirements Your personal circumstances could have changed during the course of the year. Maybe you had a baby and you need to start saving for education, or you divorced and need to separate ...
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Cancer Awareness Counts

How to stay financially fit in a health crisis   Each year, 100 000 South Africans are diagnosed with cancer and, thanks to the focused awareness campaigns that feature on the calendar each year, we’re better informed about the many (over 200) types that exist, as well as their symptoms ...
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Demystifying Trusts

By Theunis Ehlers, Citadel Fiduciary Partner   We are often asked about trusts, what their purpose is and how they function. A trust is essentially a contract between the Founder and the Trustees who undertake to manage the trust assets for the benefit of the beneficiaries. These ...
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Alexander Forbes launches a new innovative business, Alexander Forbes Empower

Alexander Forbes launches a new innovative business, Alexander Forbes Empower with a mission to empower customers to achieve better outcomes through developing a lifelong relationship with education and learning Strategic partnership with Degreed to offer a seamless on-line integrated learning ...
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Investec Life launches following May announcement

For the life insurance industry to stay relevant, deliver holistic financial solutions and meet the evolving requirements of clients, innovation must be at its very heart and its design must be simplified. Investec Life announced in May 2017 that it would develop a comprehensive life insurance ...
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From The Glossary »

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Linked or Market-Related Contract:

The linked or market-related contract provides a benefit that, to a greater or lesser extent, is determined by the investment performance of the underlying investments. The "underlying investments" may be specific investments that are demarcated to support those linked or market-related policies and may even be of a particular type, for example a property investment. Then the profits or bonuses accruing under the linked or market-related systems ...
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