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Decoding COFI: How Masthead is helping members to prepare

Decoding COFI: How Masthead is helping members to prepare

15 May 2024 | General

The COFI Bill has sparked significant concern among independent financial advisors (IFAs), and many smaller advisory firms have been told that they’ll struggle to adapt. However, with the right preparation, IFAs can successfully adjust to COFI’s regulatory changes.

Decoding COFI: Navigating the new licensing landscape

Decoding COFI: Navigating the new licensing landscape

14 May 2024 | General

Amid the many facets of COFI that will reshape the financial industry, a big focus is the new licensing framework, which is a substantial departure from the existing system.

Direct marketing and POPIA: What you need to know

Direct marketing and POPIA: What you need to know

14 May 2024 | General

In February, the Information Regulator issued a noteworthy enforcement notice against the training institution FT Rams Consulting following a complaint regarding the company’s direct marketing practices.

Election of the Deputy Chairperson of the South African Insurance Association (SAIA) Board of Directors

Election of the Deputy Chairperson of the South African Insurance Association (SAIA) Board of Directors

09 May 2024 | SAIA - South African Insurance Association

SAIA is pleased to announce the election of Mr. Danie Matthee as the Deputy Chairperson of the SAIA Board at its Board meeting of 2 May 2024.

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If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

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Regulators to the left, regulators to the right…

Regulators to the left, regulators to the right…

07 May 2024 | General

The crucial role of B-BBEE consultants when navigating B-BBEE Compliance

The crucial role of B-BBEE consultants when navigating B-BBEE Compliance

30 April 2024 | BEE (Black Empowerment)

SA Financial Sector transformation in the spotlight

SA Financial Sector transformation in the spotlight

30 April 2024 | BEE (Black Empowerment)

Buying a snazzy watch or car? This is how FICA rules will impact the deal

Buying a snazzy watch or car? This is how FICA rules will impact the deal

29 April 2024 | General

Submission of annual financial statements and returns by Financial Services Providers

Submission of annual financial statements and returns by Financial Services Providers

24 April 2024 | Financial Sector Conduct Authority (FSCA) (was FSB)

Members urged to approach PFA when employers fail to pay contributions

Members urged to approach PFA when employers fail to pay contributions

23 April 2024 | PFA - Pension Fund Adjudicator

PFA dismisses woman’s claim to R21m death benefit

PFA dismisses woman’s claim to R21m death benefit

10 April 2024 | PFA - Pension Fund Adjudicator

Navigating FICA compliance for the South African retail industry

Navigating FICA compliance for the South African retail industry

03 April 2024 | General

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