South African advice industry stalwart Smorenburg dies
Derek was one of its biggest supporters but was never shy about pointing out areas of improvement
South Africa
-
-
Why are South African advice firms so eager for M&A deals?
One industry commentator expects at least a couple of ‘significant’ deals
-
South African firm sells life business to Sanlam for ZAR100m
Deal is in line with ‘the company’s strategy and stated intention to dispose of its insurance cluster’
-
S African firm to pay £61.9m to cover ‘errors’ at UK arm
It was sold nearly a decade ago but enhanced transfer value liability remains
-
How South African HNW tax unit will impact financial advice
A wealth tax was widely rumoured, but will a taskforce targeting the rich achieve the same goal?
-
Breaking down your offshore allowance
How much, how often and what to do if you breach the limits?
-
Investors warned about T Rowe Price International clone firm
Watchdog says it is carrying out ‘unauthorised financial services to unsuspecting financial consumers’
-
South Africa sets up high net worth tax unit
It ‘mirrors similar initiatives in US and a number of European territories’
-
South African regulator warns investors against Hong Kong firm
It believes the unauthorised company uses ‘boiler room tactics’
-
South African regulator warns of clone advice firms
They used names similar to Stanlib and PSG Wealth Financial Planning without authorisation
-
South African wealth firm unveils advisory partnership division
It will help independent advice companies grow their revenue and assets under management
-
South African expats face stricter pension rules
As Treasury mulls tax relief for those stuck in the country during lockdown