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An efficient South Africa is capable of five percent per annum growth - Goldman Sachs

16 May 2014

Addressing an audience of financial advisors at the Discovery Financial Planning Summit on Thursday 15 May, Colin Coleman"At the start of South Africa’s democracy, we had no foreign reserves, high inflation, a broken national balance sheet, limited social grant support and an undeveloped JSE” says Colin Coleman, Head of Goldman Sachs’ Investment Banking Division for Sub-Saharan Africa. “Twenty years later we can now boast a BBB investment grade country, posting average 3,2 % annual growth over the past two decades, inflation is under control, and there has been a massive increase in tax receipts.”

Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board

15 May 2014

“This is an exceptional time for financial regulation, both globally and in South Africa” says Jonathan Dixon, Deputy Executive Officer of the Financial Services Board’s Insurance Division. “We are seeing rapid change in regulation, driven by international developments and lessons learned from the global financial crisis.”

Maintaining a personal brand can set financial advisors apart in their industry

15 May 2014

Maintaining your personal brand can set you apart in your industry and gain credibility and trust, according to financial advisor WJ Rossi, a partner and brand architect at Koss Olinger, a financial planning and wealth management services firm. Rossi was speaking at the Discovery Financial Planning Summit on Thursday 15 May 2014.

Succession planning is crucial for success

15 May 2014

Businesses and financial advisors should both plan with the end in mind, said Tom Deans, president of Détente Financial Corporation in Canada. Deans was speaking at the Discovery Financial Planning Summit in Sandton on Thursday 15 May 2014.

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The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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