Explore the Category
The Financial Services Laws General Amendment Bill will see substantial changes and updates in respect of 11 different laws affecting the financial services industry.
An article by Professor Jonathan Jansen serves as basis for a comparison between the matric exam results and the outcomes of the REs.
One of the prime examples of advisor prejudice is where an Independent Advisor advises a client to transfer a Retirement Annuity [via a Section 14 transfer] from a Life Office to a LISP or another Life Office. Essentially two things happen:
New research by the Insurance Sector Education and Training Authority (INSETA), shows that in the 2011 to 2012 period, despite a large number of resignations and dismissals largely attributable to issues surrounding the new legislation, the insurance sect
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: