The Financial Services Tribunal has dismissed Eduardo Bernal de Wrede’s application for leave to seek reconsideration of the FAIS Ombud’s decision to dismiss his complaint against XMR Markets (Pty) Ltd. De Wrede alleged that he was pressured to deposit more money, misled about profitability and account security, and faced obstacles ...
Read More
The Gauteng High Court has dismissed two sequestration applications brought by Lombard Insurance Company Ltd against brothers Jorge and Sergio Bonifacio, ruling that an earlier court order declaring them liable for R100 million plus interest under indemnity agreements did not constitute an executable money judgment. In Lombard Insurance Company Ltd ...
Read More
The Western Cape High Court has ruled that a beneficiary nomination made in breach of an earlier divorce settlement incorporated into a court order is invalid, reinforcing the enforceability of contractual obligations relating to living annuities. In J.D.B v Allan Gray Proprietary Limited and Another [2026] ZAWCHC 670 ...
Read More
By Lee Rossini
Building centres of influence (COIs) is an important relationship-building strategy used in business development, financial services and professional networking. It involves establishing and maintaining strong relationships with individuals who have the ability to influence others, provide referrals, share information and create opportunities for business growth. Rather than relying solely on direct marketing or cold calling, the approach focuses on developing trusted relationships with people who can connect you to potential clients and valuable networks.
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.
