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16 February 2025 Financial Service Intelligence Watch

NC Thomo v Alexander Forbes Financial Services (Pty) Ltd and other respondents (reconsideration application in pension fund dispute)

The Financial Services Tribunal has ruled against an application for reconsideration brought by Nomsa Cynthia Thomo against Alexander Forbes Financial Services (Pty) Ltd and other respondents, including Lafarge Industries South Africa and the Pension Funds Adjudicator (PFA). The case, filed under Case No: PFA60/2024, centred on the applicant’s pension benefit ...

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Tribunal dismisses frivolous reconsideration application in insurance dispute

In Case No. A5/2025, the Financial Services Tribunal dismissed the reconsideration application brought by Ahmed Rasheed Ismail Amod against Motor Underwriting Agency, Auto and General Insurance Company, and the Financial Sector Conduct Authority (FSCA). The Tribunal ruled that the application lacked merit and was frivolous, as per section 234 ...

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Absa Bank Ltd v Serfontein and Another

The following matter was handed down by the Supreme Court of Appeal on 10 February 2025:

Absa Bank Ltd v Serfontein and Serfontein – (case number: 740/2023)

Fast facts
Acknowledgment of debt, power of attorney, unlawful provisions, declared unlawful.


Summary
Background
This case involves an appeal to the ...

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Working Smart

By Lee Rossini

In the financial advice business, asking the right questions is just as important as providing sound recommendations. The ability to ask smart questions enhances client trust, uncovers essential details, and ultimately leads to better financial outcomes. By applying the following guidelines, advisors can foster more meaningful discussions, uncover clients' true needs, and build long-term relationships.

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