The FSB Appeal Board recently published its decision at a hearing held on 27 February 2018. The appeal was dismissed, but not before the Board expressed some very concerning comments on the office of the Ombud’s handling of the case. What is its mandate?
Under the heading “Risk management”, ... Read More »
The Financial Services Board (FSB) would like to warn the public to act with caution when dealing with Service You Need Enterprise & Tracing Service (S. Y. N) and Ms Samantha Langeveldt /Jonker around Pretoria area. N) and Ms Samantha Langeveldt /Jonker are not authorised to render any financial ... Read More »
Investment teams, decision-making, co-investment and ownership
By Leigh Köhler, Head of Research at Glacier by Sanlam
Collective investment schemes (unit trusts) provide so many of us with access to some of the best investment minds in the business, but deciding which one ... Read More »
A divorce is a highly stressful time for both parties and the last thing either party wants is for there to be complications around the allocation of retirement fund benefits.
The Divorce Act allows a non-member spouse to claim a portion of his / her spouse’s accrued savings in a retirement ... Read More »
By Katherine Barker, Head of Momentum FundsAtWork
The latest Momentum/Unisa Consumer Financial Vulnerability Index (CFVI), which measures consumers’ perceptions of their financial state, shows that a lack of financial literacy is the main reason consumers are financially vulnerable ... Read More »