MARTIN HESSE | firstname.lastname@example.org – 11th May 2019 RECENTLY, I wrote about how the revised Policyholder Protection Rules for life insurance were causing headaches for providers of group life cover, because the revised rules had been drawn up more with the individual consumer in mind than employers buying group cover for their employees. This is the problem with regulation: the intentions are always good, but even the best minds in the world may not envisage
FINANCIAL PLANNING – 10 SEPTEMBER 2018 – MARTIN HESSE – OPINION: WORDS ON WEALTH (https://www.iol.co.za/personal-finance/financial-planning/are-advisers-neglecting-needs-of-older-clients-16963388) SAIFAA did not write the below article. The original can be found above. What strikes me about commercial activity in South Africa is that it is predominantly focused on the young. The clothing and entertainment industries, in particular, seem oblivious to the needs of older people. This is even true in areas where older people are relatively high in number.
SAIFAA recently featured in an article on Business Live. To see the full article please click here.
We will soon be implementing SAIFAA’s due diligence program. As such we thought it would be appropriate to look at an article by Bruce Cameron about ensuring that your financial advisor checks their practices and products are safe. Your financial adviser must, by law, take reasonable steps to ensure you are not sold a lemon or invest in a scam, and he or she cannot pass this requirement on to the company that provides the
Laura Du Preez – (https://www.businesslive.co.za/bt/money/2017-10-14-body-ready-to-expose-opaque-investments/) SAIFAA did not write the below article. The original can be found on the link above. Body to expose dodgy finance products A new organisation representing independent financial advisers plans to name and shame financial product providers that are not transparent about their companies or products. The newly launched South African Independent Financial Advisors’ Association has sent more than 80 asset management, investment platform, unit trust and offshore investment companies