Financial Services Tribunal ('FST' or 'the Tribunal')
Parties: NM Maphosa v New Life Retirement Annuity Fund and Pension Funds Adjudicator (Case number: PFA21/2026)
Date: 11 August 2026
Keywords
Reconsideration application – FSR Act, s 230 – Pension Funds Adjudicator – Pension Funds Act, s 30M – retirement annuity fund ...
Read More
Free State High Court (Bloemfontein)
Parties: Standard Bank of SA Limited v Janse van Rensburg and Others
Judgment: 13 July 2026
Keywords: Trust law – authority of trustees – guarantees and suretyships – ostensible authority – estoppel – trusts accepting the benefits of agreements – National Credit Act notices ...
Read More
Free State High Court (Bloemfontein)
Parties: Investec Bank v Georgiou (FRB intervening)
Judgment: 15 May 2026
Keywords: Insolvency – provisional sequestration – acknowledgement of debt – prescription – factual and commercial insolvency – advantage to creditors
What happened
Investec Bank applied for the provisional sequestration of Michael Georgiou’s estate. The ...
Read More
By Lee Rossini
Client segmentation is the process of dividing a business’s client base into distinct groups that share similar characteristics, needs, behaviours or financial objectives. Rather than treating every client in the same way, segmentation enables a business to understand differences between clients and tailor its products, communication, service levels and advice accordingly. In financial services, where clients can vary significantly in wealth, financial knowledge, risk tolerance and life circumstances, effective segmentation is valuable.
Read more...Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.
