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Intermediary Bodies

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Independent financial advice is pivotal in improving access to financial products and addressing South Africa’s poor savings culture

Independent financial advice is pivotal in improving access to financial products and addressing South Africa’s poor savings culture

South Africa’s finance and risk advisers find themselves at a defining moment in the history of financial services provision.

The regulator must intervene sooner to save consumers from skulduggery

The regulator must intervene sooner to save consumers from skulduggery

“What if the insurance company you’re paying your premiums to every month is just pretending to be an insurance company, treating clients’ premiums as pure income – going through the motions of claims approval – and then just not paying?”

Commission is the foundation for extending financial advice to South Africa’s poor

Commission is the foundation for extending financial advice to South Africa’s poor

On 20 August 2013 a subsidiary of one of South Africa’s largest insurance companies announced that it would do away with the commissions paid to its tied agents – and to brokers who opt in – for selling financial products on its platform.

FPI launches ‘The evolution of the financial services industry landscape’ book to celebrate industry milestones

FPI launches ‘The evolution of the financial services industry landscape’ book to celebrate industry milestones

The Financial Planning Institute (FPI), celebrated the launch of their book entitled "The evolution of the financial services landscape", at its Inaugural VIP Stakeholder Function held in Sandton, Johannesburg, to highlight the industry’s key milestones a

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Education and subsidised learning will spearhead the intermediary’s drive to transform the industry

Education and subsidised learning will spearhead the intermediary’s drive to transform the industry

FPI becomes a member of The International Centre for Academic Integrity

FPI becomes a member of The International Centre for Academic Integrity

FPI won’t compromise on producing top-notch financial planning professionals

FPI won’t compromise on producing top-notch financial planning professionals

Shifting deadlines and long-overdue discussion papers impact heavily on financial advisors

Shifting deadlines and long-overdue discussion papers impact heavily on financial advisors

FPI and FISA sign Memorandum of Understanding

FPI and FISA sign Memorandum of Understanding

Diversity celebrated at the 2013 FIA awards

Diversity celebrated at the 2013 FIA awards

FIA celebrates 5 years at its 2013 annual awards ceremony

FIA celebrates 5 years at its 2013 annual awards ceremony

FIA gets ready for its 15th industry awards

FIA gets ready for its 15th industry awards