Intermediaries / Brokers

The most effective tax decisions to protect your clients estate

Whether your client inherits cash, investments, or property, as their financial planner it is your responsibility to advise them of the best way to protect their estate, especially from the taxman.

Rule 19 – how it affects advisers and the industry, and are there tools to support advisers in complying?

In September 2019, Rule 19 of the Policyholder Protection Rules underwent critical changes impacting insurers and financial advisors.

Learn the lessons of 2020 for a great 2021

Insurance Price Wars: 3 Ways to Avoid the Race to the Bottom

Let’s face it. For most consumers, insurance falls firmly under the list of grudge purchases – especially short-term insurance. It’s often one of the first items that people let go when they’re forced to cut their budgets. As a result, the South African insurance industry has become largely fixated on selling on price.