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Compliance Officer joins Compli-Serve SA

06 March 2015 | Appointments

Compli-Serve SA is pleased to announce the appointment of Anél Naudé. She joins the team of compliance officers with extensive experience in Category I and Category II Financial Service Provider (FSP) compliance, and will be working with clients in Gauteng. She holds a B.Comm in Investment Management and has Honours in Business Management in Financial Management.

FirstRand today announced some important changes to its management structure

06 March 2015 | Appointments

• Sizwe Nxasana will retire as CEO of the group after 9 years at FirstRand. • Johan Burger, currently Group Deputy CEO, will be appointed Group CEO. • Alan Pullinger, currently CEO of RMB, will be appointed Group Deputy CEO.

Morningstar Announces Winners for the 2015 Morningstar South Africa Fund Awards

06 March 2015 | Awards

Morningstar Research (Pty) Limited, a subsidiary of leading independent investment research provider Morningstar, Inc. (NASDAQ: MORN), has announced the winners of its 2015 South Africa Fund Awards.

A measure of consistency

05 March 2015 | Awards

HARVARD House Investment Management has walked away with its second industry recognition in as many months when the Howick-based independent financial services group won the Morningstar Best South African Equity Fund award last night/Wednesday night.

quick poll

Question

Are financial advisers ready for the combined impact of COFI and AI?

Answer

Yes, fully prepared and already adapting Somewhat prepared, but still facing implementation challenges Not yet prepared, more time and support needed Unsure / still assessing the impact

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