FISA Archives - B2B Central

20 Mar 2025

International wills have the potential to become a maze

By Staff Writer

By Dr Eben Nel, National Chairperson: Fiduciary Institute of Southern Africa (FISA) and Wealth Fiduciary Adviser at PSG Wealth Estate and succession planning requires a balancing act between the one that plans the inheritance (the testator or testatrix), the one who is “in the waiting room” (the legatee or heir), and the estate creditor. Testators...

11 Mar 2024

The fundamental duty of the fiduciary practitioner

By Staff Writer

By: Dr Eben Nel, National Chairperson, The Fiduciary Institute of Southern Africa Not all advisory relationships require the same level of trust. Although many service providers, including financial advisors, are expected by their clients to fulfil their duties with honesty, diligence and fairness, the benchmark set for the fiduciary practitioner is higher than just that....

10 Oct 2023

Fiduciary update with Louis van Vuren, CEO of The Fiduciary Institute of Southern Africa (FISA)

By Staff Writer

It has been a challenging period for fiduciary practitioners, Louis. Please can you elaborate. There are currently at least two main industry challenges. As the only body solely focused on fiduciary practitioners in SA, FISA is abreast of the fiduciary landscape, lobbying and making input where necessary, and communicating back to members how best to...

11 Nov 2022

Save the date: 12th Annual FISA Conference – 9 Nov. 2022

By Staff Writer

The 12th Annual FISA Conference will be held at the Sandton Convention Centre on 9 November 2022.

06 Jun 2022

Fiduciary update with Louis van Vuren, CEO of the Fiduciary Institute of Southern Africa

By Staff Writer

In recent years the delays experienced in winding up a deceased estate have increased significantly, to a worrying degree. Complaints to FISA about service failures in the Master’s Office have increased exponentially since 2018.

03 Feb 2022

Update on the Master’s Office by the Fiduciary Institute of Southern Africa

By Staff Writer

The number of issues reported by FISA members has risen exponentially, in particular regarding deceased estates and trusts.

04 Oct 2021

The 11th Annual FISA Conference – Save the date! 17 November 2021

By Staff Writer

The Fiduciary Institute of Southern Africa (FISA) is well known to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers. We caught up with FISA CEO Louis van Vuren to find out about the upcoming 11th Annual FISA Conference.

01 Aug 2021

Fiduciary update with Louis van Vuren, CEO of FISA

By Staff Writer

The Fiduciary Institute of Southern Africa (FISA) is well known to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers.

01 Jul 2020

Fiduciary update with Louis van Vuren, CEO of FISA

By Staff Writer

Q: The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A: At FISA we believe that one of our best kept secrets is an extensive archive of summarised...

04 Feb 2020

FISA supports Master’s Office investigation

By Janice Roberts

The Fiduciary Institute of Southern Africa (FISA) welcomes the decision announced by Justice and Correctional Services Minister Ronald Lamola to allow the Special Investigation Unit (SIU) to conduct search and seizure operations across the Officers of the Master of the High Court across the country.

24 Sep 2019

Hickling receives FISA Chairpersons's Award

By Janice Roberts

At the 9th Annual FISA Conference held at the Sandton Convention Centre on 5 September, the annual FISA Chairperson’s Award was handed to Colin Hickling, Director of The Public Trustee and Trust Corporation.

01 Jul 2019

Fiduciary update with Louis van Vuren, CEO of FISA

By Janice Roberts

The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners and sets high minimum standards for the industry.