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29 August 2026 Financial Services Intelligence Watch

Central clearing moves closer for South Africa’s OTC derivatives market

By Compli-Serve

South Africa has moved into the next important phase of reforming its over-the-counter derivatives market. On 7 April 2026, the Prudential Authority and the Financial Sector Conduct Authority published Joint Communication 2 of 2026 and a Joint Discussion Document setting out proposed eligibility criteria for the mandatory central ...

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Treasury brings expanded REIT tax definition into operation

National Treasury has brought section 1(1)(f) of the Taxation Laws Amendment Act 42 of 2024 into operation with effect from 19 August 2026. The amendment expands the definition of a real estate investment trust in the Income Tax Act beyond the established exchange-listed REIT category by accommodating qualifying ...

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Working Smart

By Lee Rossini

A client journey is the complete experience a client has with a business, from the first interaction and initial enquiry through to onboarding, service delivery, ongoing communication, and, ultimately, renewal, retention or exit. It includes every touchpoint, whether digital, face-to-face, by telephone, email, or through third parties. A well-designed client journey connects these individual interactions into a coherent experience that meets client needs, providing them with a satisfying experience while supporting the commercial objectives and regulatory requirements of the business.

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