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What compliance needs to know about data privacy

James George, Compliance Manager, Compli-Serve SA You don’t have to be a tech-savvy computer boffin to address the basics of data privacy. Like many areas compliance departments oversee, asking the right questions and getting the right internal controls in place are the most important first ...
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Unclaimed retirement fund benefit search engine has been implemented

By the Financial Services Board   1. Unclaimed retirement benefit search process An enquirer will be provided with a unique reference number for each enquiry logged through the FSB search engine. This reference number must be used for future correspondence ...
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Why complying with the Protection of Personal Information should be a priority

By Elizabeth de Stadler, Compliance Online By now you have probably been targeted by a newsletter or blog from a law firm telling you to become POPI compliant. We have a slightly different approach, because we do not think that POPI should be the reason to take a close look at how your business treats ...
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Investment Charges… Fee, fi, fo

In the contested umbrella-fund industry, cost comparisons really shouldn’t be complex for readers of product providers’ marketing material       Allan Greenblo, Editorial Director Today’s Trustee       At present there isn’t ...
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Living annuity drawdown rates show marginal increase in 2016

Living annuity policyholders withdrew on average 6. 62% of their capital as income in 2016, which represents a marginal increase in the 6. 44% living annuity drawdown rate recorded for 2015. According to the 2016 Living Annuities Survey compiled by the Association for Savings and Investment ...
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From The Glossary »

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Cash:

Cash is a very short-term investment earning short-term interest, like treasury bills and bank deposits.
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