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Chartis – Celebrating 50 years!

Chartis – Celebrating 50 years!

01 October 2012

Local insurer Chartis can trace its history back to 1962 when it established American International Underwriters (AIU) South Africa. After decades under the AIU banner – and a brief stint as Chartis – the insurer announced its rebranding as AIG from October 2012.

An FSB “Stamp of Approval” could free up advisers to do what they do best – give advice

An FSB “Stamp of Approval” could free up advisers to do what they do best – give advice

01 October 2012

What happens when an investment goes belly up? Since the introduction of the Financial Advisory & Intermediary Services (FAIS) Act consumers are more likely to “sue” their financial adviser for poor advice than go after the financial institution or regulator that has oversight. The adviser has become the “catch all” for compromised investors...

South Africa’s insurance chief executives are upbeat about industry prospects

South Africa’s insurance chief executives are upbeat about industry prospects

01 October 2012

The rough and tumble world of short-term insurance claims resulted in underwriting margins coming under pressure through the first half of 2012. Chief executives at leading domestic insurers have warned brokers that premiums will have to rise… For an overview of the South African short-term insurance market we turn to the June 2012 South Africa Market Watch, distributed by Marsh Africa.

The road from Regulatory Exam to Professional financial planner

The road from Regulatory Exam to Professional financial planner

01 October 2012

Passing the Regulatory Exam does not make you a professional. Your certificate is merely a licence that allows you to offer financial advice… What you now need to focus on is what it means to be a professional in the financial advice space.

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Payout delays at the Road Accident Fund inspire new insurance covers

Payout delays at the Road Accident Fund inspire new insurance covers

01 August 2012
Brightrock - The out of the box insurer

Brightrock - The out of the box insurer

01 August 2012
The challenge of Suitability

The challenge of Suitability

01 August 2012
Risk auditing is a recipe for investor confidence

Risk auditing is a recipe for investor confidence

01 August 2012
The “heart and soul” of financial advice

The “heart and soul” of financial advice

01 August 2012
How family ties affect insurance rates

How family ties affect insurance rates

01 August 2012
A great STRIDE towards seamless insurance data integration

A great STRIDE towards seamless insurance data integration

01 August 2012
Next steps... There is no calm after the Regulatory Exam storm

Next steps... There is no calm after the Regulatory Exam storm

01 August 2012