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Headline Stories of the Week

The intangible nature of services

22 Feb 2019 Financial Service Intelligence Watch

By Lee Rossini As financial planners, we seldom stop to think about the services we offer and how the nature of these services impact on our relationship with our clients. The differences between goods (products) and services are important when ...

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Change to allow SARS, banks to work together

22 Feb 2019 Financial Service Intelligence Watch

Legalbrief today The law governing customs and excise matters is to be amended to allow SARS to work more closely with banks in a bid to stamp out illicit financial flows. A Business Day report says the proposed amendment to ...

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FSCA releases FMA Guidance Notice 1 of 2019 ...

21 Feb 2019 Financial Service Intelligence Watch

The purpose of the guidance notice issued by the Financial Sector Conduct Authority (FSCA) is to provide legal certainty in areas of the Act where there is legal uncertainty regarding the application of the Act. The notice also serves to ...

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LTI Ombud case summary involving 'Z' and Sanlam ...

21 Feb 2019 Financial Service Intelligence Watch

By Shamaa Sheik The following matter was heard in the Office of the Ombud for Long-Term Insurance: “Z”* (Complainant) and Sanlam Developing Markets (“SDM”) – case number 35 *Complainant identity protected Fast facts Insurance – Long-term – funeral policy – ...

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Latest Compliance News

The intangible nature of services

By Lee Rossini

As financial planners, we seldom stop to think about the services we offer and how the nature of these services impacts on our relationship with our clients. The differences between goods (products) and services are important when developing a business model, marketing plan or client engagement process ...

Read More

Change to allow SARS, banks to work together

Legalbrief today

The law governing customs and excise matters is to be amended to allow SARS to work more closely with banks in a bid to stamp out illicit financial flows. A Business Day report says the proposed amendment to the Customs and Excise Act was signalled in the Budget ...

Read More

Latest Open-Source Library Items
Working Smart

By Lee Rossini

As financial planners, we seldom stop to think about the services we offer and how the nature of these services impact on our relationship with our clients. The differences between goods (products) and services are important when developing a business model, marketing plan or client engagement process.  Goods are tangible objects that can be created and sold or used later. A service, although more difficult to define, consists of economic activities such as product time, place, form or psychological utilities. Services are intangible acts, deeds or performances.

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