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Beyond Forecasting - PPS launches web based financial planning platform

PPS announced yesterday the launch of PPS Horizon, a web based tool that gives guided financial planning and advice to investors, in a safe environment. The design architecture of this web based tool is the first of its kind in the country. It has been designed in particular for use by financial ...
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6 Ways to power up your Brokerage in 2018

      Sean Barrett, CEO FspHUB www. fsphub. com         Every fsp wishes they could be ahead of their competition, but not many know of the tools they can use to do this. Here’s how you can power up your brokerage in 6 ways! Managing ...
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Fais Regulatory Exams – how to prepare

Are you, as a financial advisor prepping for your RE exam, feeling intimidated by the changes introduced on 1 April 2018? The updated version of the regulatory examinations, based on the new Qualifying Criteria became effective from 3 April 2018. It is therefore very important for exam candidates ...
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February 2018 Update on Fais Regulatory Examinations

This was also the title of FAIS Information Circular 1/2018 which announced certain changes to the RE 1 and RE 5 exams resulting from new legislation. We publish a brief synopsis below in response to numerous enquiries from concerned candidates. INTRODUCTION The purpose of this information circular ...
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FSCA contact details

The Financial Services Conduct Authority made available a document containing contact details, including telephone numbers and email addresses, of people in the various departments of the FSCA. In addition, it contains email addresses relating to various specific types of enquiries to make sure that ...
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Decreasing Term Insurance:

See reducing term insurance.
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