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Debarment and Treating Customers Fairly

Published: Wed, 26 Jul 17

The necessity for a process to ensure that those who fall foul of the fit and proper requirements are not allowed to practice was never in question. In particular, the bad apples need to be discarded. Unfortunately, the application and execution of the debarment process should possibly be regarded as one of the failures ...
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Don’t let retrenchment derail your retirement savings

Published: Wed, 26 Jul 17

Retrenchment is a traumatic experience. In addition to coping with the emotional stress of losing your job, you will also be expected to take financial decisions with far reaching impact. You may be tempted into making choices that seem the least disruptive to the lifestyle that you and your family were ...
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Alexander Forbes launches 2017 Benefits Barometer

Published: Wed, 26 Jul 17

The fifth annual edition of Alexander Forbes’ industry-leading publication, Benefits Barometer touches on a range of socio-demographic and economic factors that will impact the world of work in South Africa in the context of a changing global environment. The research addresses critical building blocks ...
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Why I love FAIS

Published: Fri, 21 Jul 17

By Tamara Jacobsen: Director- Applied Learning Academy The provisions of the Financial Advisory and Intermediary Services Act, 2002 (FAIS) have been in place for more than a decade now. Financial advisors, planners, consultants and agents who deal with insurance, medical schemes and/or investment products must ...
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CPD Revisited

Published: Fri, 21 Jul 17

A reader recently wrote: I provide training on behalf of a registered medical scheme to accredited brokers on medical scheme benefit options, underwriting and processes. I recently attended a broker training session at the Council for Medical Schemes (CMS) and was awarded 4 CPD (Continuous Professional Development) ...
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Twin Peaks making grim progress

Published: Wed, 19 Jul 17

In the early days of “The Pill” the UCT rag magazine, Sax Appeal, reported on a new book by the Pope titled: “The pill’s grim progress. ” No doubt, the same scepticism accompanies the Twin Peaks legislation in some quarters. On 13 July, the Minister of Finance released a blueprint of ...
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A thriving organisational culture drives employee engagement

Published: Mon, 17 Jul 17

Article by Dr Dicky Els, Lead Independent Consultant and Jene Palmer, CFO at CGF Research Institute Culture shapes the wellness of individuals, businesses, communities and nations. Although it is not static and can change, it generally manifests itself in the behaviour of a group of people at any ...
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New appointment CGF Research Institute: Lisa Willemse ready to tackle CIPC services

Published: Fri, 14 Jul 17

We are pleased to welcome Lisa Willemse as the newest member to join CGF’s team of Lead Independent Consultants. Lisa has acquired a wealth of business experience over the last 17 years in various industry sectors ranging from engineering, IT, manufacturing, mining, transport, publishing and advertising. Prior ...
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State run National Social Security Fund on the cards again?

Published: Fri, 14 Jul 17

A grand scheme is back on the table. The noble intentions are spelled out but the finer details aren’t.     Allan Greenblo, Editorial Director Today’s Trustee       Introduction of umbrella funds was supposed to have bred a new era of cost and administrative ...
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Is There a Future for the External Compliance Practice?

Published: Fri, 14 Jul 17

By Associated Compliance (Pty) Ltd If the FAIS Act (section 17) hatched the ‘FAIS’ compliance officer, it follows that the forthcoming Conduct of Financial Institutions Act (CoFI) is likely to dispatch it. So where to from here for the external compliance practice, and the ‘FAIS’ compliance ...
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FSB Issues Twin Peaks Newsletter: Issue 1 - The South African Perspective

Published: Thu, 13 Jul 17

The Financial Services Board has issued their first newsletter on the Financial Sector Regulation Bill, also referred to as Twin Peaks. This first edition includes an introduction, a 'big picture' overview, the philosophy behind Twin Peaks, and the FSB's view on the regulatory framework changes ...
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Allan Gray launches Umbrella Retirement Fund

Published: Thu, 13 Jul 17

Allan Gray has announced that its highly anticipated new commercial umbrella fund, the Allan Gray Umbrella Retirement Fund, is now officially open for business. Saleem Sonday, head of group savings and investments at Allan Gray, believes that the industry needs a new entrant that can cut through the clutter and offer ...
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FSB fines Tendai Nyadombo R40 000 for contravening the FAIS Act

Published: Thu, 13 Jul 17

The Registrar of Financial Services Providers (the Registrar) referred a case against Mr Tendai Nyadombo (Mr Nyadombo) to the Enforcement Committee of the Financial Services Board. The referral related to a contravention of section 7(1) of the Financial Advisory and Intermediary Services Act, 37 of 2002 ...
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Here’s why workplace diversity makes business sense

Published: Wed, 12 Jul 17

Companies that embrace workplace diversity and inclusion as a source of growth and innovation for their businesses will perform better than those that don’t and that applies as much to small businesses as it does to large enterprises. Kimberley Axon, Head of People Services at Sage Africa & ...
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Financial planning: a business reinventing itself

Published: Tue, 11 Jul 17

Cape Town: The world is currently poised at a very interesting point and we’re facing significant challenges economically and politically. These challenges are not new, but we need to prepare our clients for a few rough years ahead. ‘Where do investors go for help? To the press? To friends and family? ...
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Financial Services Regulation in South Africa - Twin Peaks refresher

Published: Tue, 11 Jul 17

By Desiree Reddy and Sascha Graham Norton Rose Fulbright South Africa Inc. The Financial Sector Regulation Bill was passed by Parliament and sent to the President for assent on 22 June 2017. The Bill provides the architecture for the new twin peaks method of regulation to be adopted across the South African financial ...
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Cloud value proposition reaches critical mass

Published: Tue, 11 Jul 17

Launch of locally-hosted Microsoft Azure service adds final piece to cloud computing puzzle   By Kabelo Makwane, Managing Director Accenture Cloud First business in South Africa   A number of recent developments in the broader information and communication technology (ICT) sector have converged, ...
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Fais and the future of Level 2 REs and CPD – July 2017

Published: Fri, 07 Jul 17

A recent “Round Table” discussion by Ms Caroline da Silva, Deputy Registrar, FAIS of the FSB, provided a welcome update on the Regulator’s current thinking on a number of key issues, including: Regulatory exams Continuous Professional Development Training Level 1 and 2 Regulatory ...
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Are you ready for outcomes-based regulation?

Published: Fri, 07 Jul 17

By Juanita Moolman, Head: Legal and Business Assurance Hollard HAD business unit. It was refreshing for some, and possibly scary for others, to hear that, in future, an outcomes-based approach will be included in regulating the financial sector, instead of a purely rules-based approach. In 2011 National Treasury ...
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Four years in – taking a look at how financial advice models evolved in the UK

Published: Thu, 06 Jul 17

Cape Town: With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear – as long as it embraces the ...
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Hazard:

_ A condition, operation, activity, material or combination of any of these, which creates or increases probability of loss. _ Chance of occurrence of an event.
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