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Investing, Retiring and the Budget

02 April 2012 | Employee Benefits

On 23 February Finance Minister Pravin Gordhan took to the podium to announce South Africa’s 2012 National Budget. What does the country’s first “trillion rand” budget hold for savers and investors?

What you need to know about RE Level 2

02 April 2012 | Regulatory

There is great confusion around both the intention and content of the Level 2 Regulatory Examinations (RE). To date we know that all representatives will be affected by these exams in some way. What is unclear is how?

The six steps to Treating Customers Fairly

02 April 2012 | Practice Management

In the February edition of FANews we looked at the overall “shape” of the Treating Clients Fairly (TCF) regime and discussed the first of six outcomes, the fair treatment of customers. It is now time to look at Outcome 2 which deals with products and services...

2012 Budget makes the RA a powerful weapon

02 April 2012 | Investments

The impact of the 2012 National Budget will be analysed for some time. Right now financial advisers and their clients can bank on the retirement annuity (RA) being a more effective retirement planning and savings vehicle than ever before...

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

We are all potential sellers or buyers

02 April 2012 | Practice Management

The performance standard for collective investments

02 April 2012 | Investments

The INS and OUTS of liability

02 April 2012 | Short Term

It is back to basics when planning around your clients’ life stages

02 April 2012 | Life

Customer centricity is changing the face of insurance

02 April 2012 | Features / Profiles

Ongoing service… Is it fact or fiction?

02 April 2012 | Features / Profiles

Lessons learned from underwriting HIV/Aids

02 April 2012 | Features / Profiles

Reconsidering the efficient market hypothesis

02 April 2012 | Prof Robert Vivian

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Magazine Archives FAnews & FAnuus

Investing, Retiring and the Budget

What you need to know about RE Level 2

The six steps to Treating Customers Fairly

2012 Budget makes the RA a powerful weapon

We are all potential sellers or buyers

The performance standard for collective investments

The INS and OUTS of liability

It is back to basics when planning around your clients’ life stages

Customer centricity is changing the face of insurance

Ongoing service… Is it fact or fiction?

Lessons learned from underwriting HIV/Aids

Reconsidering the efficient market hypothesis