Industry Sector Groups

Employee Benefits ISG
Estates & Trusts ISG
Health ISG
Investment ISG
Personal Financial Planning ISG
Risk ISG
Tax ISG

TECHNICAL COMMITTEE UPDATES

Q2 of 2010

Q1 of 2010

Q4 of 2009

ISG News

Employee Benefits Conflicts of Interest must be Disclosed Draft Pension Fund Act amendment bill (extracts) 06 10 06 for comment FPI submission on the Civil Union Bill with specific reference to Pension Law FSB - Extension for the time period to submit the Statutory Actuarial Valuation following a surplus apportionment FSB - Surplus and Fund Return FSB - Surplus Schemes & Surplus Utilised Improperly Proposed amendments to part 5 of the Regulations s issued ito long terms insurance act Proposed amendments to Regulation 30 issued ito the PF Act Request for comment - PF Act LT Insurance Act Retirement Funds Practice Notes - Addendum C to RF 1-98 (2) Summary of recent legislation - PF 126 - March 2007 The Dead Do Not Complain Poverty Continues After Death Estates and Trusts FISA comments on Estate Duty Ammendments (New) General New Regulatory Developments That May Affect the Financial Services Provider The FAIS Ombud Determinations as a Rudder to Remain Clear of Fatal Mistakes The Practical Guide to Retirement Funds and Retirement Planning Health Planning Council for Medical Services – Annual Report – 2005 – 2006 What the FSP needs to know concerning his application for accreditation as a Broker with the Medical Schemes Council Investments Planning Proposed new regime on taxation of retirement lump sums not law yet Personal Financial Planning Liberty Update - 4 September 2006 Determination of Fit & Proper Requirements For Financial Service Provider 2006 Risk Planning Tax Planning Tax advisers to be exempt on amnesty