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Industry News

23 May 2019

Why demographic trends are important in investment decision making

Successful long-term investors spend a lot of time thinking about structural changes happening in the world that will change the economic value chain.
23 May 2019

Choose the right insurance policy to keep your phone ringing even if you change your number

The recent warning by the office of the Ombudsman for Short-Term Insurance (OSTI) that consumers could find their cellphone insurance claim rejected if they changed their number,  has emphasized the fact that ‘not all insurance policies are created equal’ and that short-term policy should be examined before they are accepted, says Old Mutual Insure’s insurance...
23 May 2019

SAIA welcomes Joburg fire station upgrades

The South African Insurance Association (SAIA) welcomes the announcement by the City of Johannesburg’s Public Safety Department that it has invested R16,4-million in upgrades to nine of the city’s fire stations. The upgrades are expected to be completed before the end of May 2019.
23 May 2019

ASISA members unite customers, beneficiaries and heirs with unclaimed assets worth R8.1 billion in 2018

Members of the Association for Savings and Investment South Africa (ASISA) united policyholders, beneficiaries, investors and heirs with unclaimed assets worth R8.1 billion in 2018. The forgotten assets were held in 71 233 risk policies, savings and investment policies, annuity polices and accounts in Collective Investment Scheme (CIS) portfolios.
22 May 2019

Underwriting and free cover limits in a group scheme

By: Nashalin Portrag,  Marketing Actuary at Momentum Corporate
22 May 2019

South Africa's top-performing ETF

The Sygnia Itrix MSCI USA Index ETF has delivered both stellar performance and longevity. Over the past five years it has been one of the top five performing ETFs in the country, and over the past 10 years it tops the list, having delivered a total return of 20.01% per annum*.
22 May 2019

Assets of passion: what are the tax implications?

Investors usually purchase luxury collectable items in their personal capacities, but some still consider discretionary trusts as suitable vehicles to house these types of assets. According to Stanley Broun, Fiduciary and Tax Specialist at Sanlam Private Wealth, although trusts may have certain advantages, investments held in trusts or companies are no longer classified as personal...
22 May 2019

Warming up to essential insurance preparations

By Bertus Visser, Chief Executive of Distribution at PSG Insure.  The winter chill has set in, so preparing your home or business for the colder months should be top priority. Depending on where you are based, you may be expecting the rains to set in. In drier parts, you could be entering fire season or...
22 May 2019

Unpacking gifting and donations from a legal point of view

Gifts and donations are largely interchangeable terms but the context is different. That’s the word from David Thomson, Senior Legal Adviser at Sanlam Personal Finance.
22 May 2019

Who should be appointed as your executor?

Most people realise that it is important to have a well put together Will that clearly sets out how your estate is to be divided among your beneficiaries after your death. What is equally important – but often not well considered – is for a suitable executor to be chosen to administer your wishes.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za