Posted on 22 Feb 2017
An important question which advisors must ask themselves, is whether they have given their clients enough information about a financial product and explained the different aspects of the product in such a way that clients are placed in a position to make informed decisions. Client’s should understand not only how a product is likely to … Continued
Posted on 21 Feb 2017
A client had motor vehicle insurance with Miway Insurance Company. When the client had a car accident, he claimed from his insurer, but they rejected his claim based on misrepresentation, misdescription or non-disclosure. Insurer’s version The insurer’s reason for rejecting the claim was based on the client not providing accurate information at sales stage. When … Continued
Posted on 21 Feb 2017
National Treasury has issued the release of the final Demarcation Regulations in the Government Gazette. The Regulations are the outcome of the consultative process between the Minister of Finance, the Minister of Health, the Council for Medical Schemes (CMS) and the Financial Services Board (FSB). The final draft was published and will take effect from … Continued
A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.
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