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FSB provisionally suspends JVN Asset Management (Pty) Limited (“JVN”)

The Registrar of Financial Services Providers (“the Registrar”) has provisionally suspended the authorisation of JVN Asset Management (Pty) Limited (“JVN”) to act as a financial services provider with immediate effect. The decision follows the Registrar receiving concerning information ...
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Partnering to increase the number of accredited financial planners and advisors

Johannesburg: The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body and a SARS approved Recognised Controlling Body, is proud to announce a new partnership agreement with Old Mutual and PPS Insurance aimed at training ...
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Populism driven by debt, low growth and a broken social contract

Cape Town: US President Donald Trump may perplex and exasperate the old order of established geopolitical interests, but his maverick style may turn out to be a boon for the global economy. That’s the word from Dr Philippa Malmgren, a former US presidential adviser and founder of DRPM ...
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Commutation of a Living Annuity on emigration

Compiled by: Lize de la Harpe, Legal Adviser: Glacier by Sanlam Introduction We are often asked whether or not a living annuity can be commuted when the annuitant emigrates. The answer is of course no – but the reason is not well understood. In this article we will specifically focus on ...
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Financial Planning Institutes gets SARS Recognised Controlling Body status

Johannesburg: The Financial Planning Institute of Southern Africa (FPI); a South African Qualifications Authority (SAQA) recognised professional body; has recently been approved by the South Africa Revenue Services (SARS), in terms of Section 204A of the Tax Administration Act, as a Recognised Controlling ...
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Fair Value:

Is the amount for which an asset could be exchanged, or a liability settled, between knowledgeable, willing parties in an arm’s length transaction.
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