Webinar: Decoding the IT Joint Standards 1 & 2 with Confidence. 19 November.  Register for free on the Masthead Learning Centre.

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REGULATORY LIBRARY

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LATEST ARTICLES

Business-Wide Reviews – A Strategic Tool for Treating Customers Fairly

Posted on 31 October 2025

Conducting a business-wide review is a powerful tool to strengthen governance, align with Treating Customers Fairly (TCF) principles and build long-term resilience. Here’s how financial ...

Balancing Compliance and Competitiveness – A Guide to Structuring Broker Fees in Short-Term Insurance

Posted on 3 October 2025

Broker fees in short-term insurance are a critical yet often misunderstood aspect of financial services. Advisors must navigate a regulatory landscape that ...

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NOTICE BOARD

Reminder to FSPs (CAT II, IIA & III)

Posted on 3 October 2025

FSPs (CAT II, IIA & III) with 28 February 2025 Year-End to Submit Form A – Liquidity Calculation ...

Category II, IIA & III FSPs required to Report Investments under Management/Administration

Posted on 2 September 2025

A reminder that the deadline for all Category ...

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MASTHEAD VIEWS

Unlocking excellence: Masthead’s new Key Individual Programme© equips financial professionals for success

Posted on 7 November 2023

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TESTIMONIALS

WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

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