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There’s more than meets the eye

21 June 2016

A hidden significance, greater than is first apparent, as in this agreement involves more than meets the eye. In a recent determination by the Financial Advisory and Intermediary Services Ombudsman (FAIS Ombud), the complainant accuses the respondent of acting negligently in failing to provide appropriate cover.

Hitting the high notes of customer satisfaction

13 June 2016

For all of you brokers who spend hours planning interactions with clients and who sit behind a computer for hours trying to find the best product to suit your client’s needs; not only do we salute you, but the public does as well.

Financial education: Too cool for school?

19 May 2016

A major issue in South Africa is the level of education when it comes to the financial services industry. Caroline da Silva – DEO of FAIS at the Financial Services Board – points out that 86% of the adult population in South Africa has access to a bank account and savings products. However, she rightly questions whether this necessarily adds value to their lives.

Risky business as insurers look to build key relationships

09 May 2016

Risk analysis is a key component in the financial advice lifecycle. This is increasingly important in the current market as your clients are interacting in what is an increasingly risk based environment. We are aware of the conventional risks that surround us; but are we in tune with the unconventional risks?

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

Playing devil’s advocate

06 April 2016

The fine line between the law and becoming Big Brother

04 April 2016

Financial planners play a key role

09 March 2016

A vapour of smoke

11 February 2016

Call to post identifies many potential problems

27 January 2016

Facing perils with a brave face is not an easy cross to bear

08 December 2015

Doing the rain dance in a summer of discontent

10 November 2015

Looking past the claim period to pay back the money

13 October 2015

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