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How treating customers fairly became a festive season hit

18 January 2012 | General

As editor of FAnews Online I receive dozens of invites to financial services presentations each year. These invites dry up as the festive season approaches… The reason – or so the thinking goes – is that everyone is either on leave or gearing up for the h

PFA: Specific circumstances are required before your withdrawal benefit can be held in lieu of damage caused to your employer

12 January 2012 | PFA - Pension Fund Adjudicator

New jurisdictional limits for the Ombudsman for Short-Term Insurance

14 December 2011 | Short Term Ombudsman

Registrar’s decision to protect policyholders upheld

12 December 2011 | Financial Sector Conduct Authority (FSCA) (was FSB)

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Question

Are financial advisers ready for the combined impact of COFI and AI?

Answer

Yes, fully prepared and already adapting Somewhat prepared, but still facing implementation challenges Not yet prepared, more time and support needed Unsure / still assessing the impact

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