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Headline Stories of the Week

Susan Jean White v 10X Provident Preservation Fund ...

05 Nov 2025 Financial Service Intelligence Watch

Summary of Financial Services Tribunal determination involving Susan Jean White and 10x Provident Preservation Fund and The Pension Funds Adjudicator. The following matter was handed down by the Financial Services Tribunal on 3 November 2025: · Susan Jean White (Applicant) ...

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SARB imposes administrative sanction on Ezaga Remit (Pty) ...

05 Nov 2025 Financial Service Intelligence Watch

The South African Reserve Bank (SARB) has imposed an administrative sanction on Ezaga Remit (Pty) Ltd, an Authorised Dealer in foreign exchange with limited authority (ADLA), for weaknesses identified in its compliance controls under the Financial Intelligence Centre Act, 38 ...

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Appointment of new Pension Funds Adjudicator announced

05 Nov 2025 Financial Service Intelligence Watch

The Minister of Finance, Mr Enoch Godongwana, has appointed Mr Lebogang Paul Mogashoa as the new Pension Funds Adjudicator (PFA) in terms of section 30C of the Pension Funds Act, 1956. His three-year term will commence on 8 December 2025. ...

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Latest regulatory news from NAMFISA, Namibia's financial services ...

05 Nov 2025 Financial Service Intelligence Watch

The Namibia Financial Institutions Supervisory Authority (NAMFISA) has been active in regulatory oversight, publications, and public engagement throughout 2025. Below is a summary of the most recent developments, focusing on regulatory updates, awards, and initiatives. I've prioritized items from the ...

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Latest Compliance News

SARB imposes administrative sanction on Ezaga Remit (Pty) Ltd

The South African Reserve Bank (SARB) has imposed an administrative sanction on Ezaga Remit (Pty) Ltd, an authorised dealer in foreign exchange with limited authority (ADLA), for weaknesses identified in its compliance controls under the Financial Intelligence Centre Act 38 of 2001 (FIC Act).

The SARB noted that Ezaga Remit ...

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Appointment of new Pension Funds Adjudicator announced

The Minister of Finance, Mr Enoch Godongwana, has appointed Mr Lebogang Paul Mogashoa as the new Pension Funds Adjudicator (PFA) in terms of section 30C of the Pension Funds Act, 1956. His three-year term will commence on 8 December 2025.

The Office of the Pension Funds Adjudicator (OPFA), a Schedule ...

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Latest Open-Source Library Items
Working Smart

By Lee Rossini

True value creation occurs when clients perceive that the benefits they receive exceed the costs, both monetary and emotional, of engaging with a business. It is not just about performance; it is also about trust, clarity and confidence. This means that adding value is essential in the foundation of sustainable client relationships and business growth. Adding value in a financial-services context means going beyond transactional interactions to deliver outcomes that improve a client’s financial well-being and life circumstances. It involves providing expertise, insights and services that support clients to make better financial decisions, achieve long-term goals, and gain peace of mind. To do this, value takes several forms, for example, higher investment returns relative to risk, tax efficiency, protection from unforeseen events, or time saved through streamlined service.  

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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