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Profile of 21st century leadership
Category: Articles/Development
... major role in leadership. To learn how to work together requires a great deal of trust between and among leaders and members of an emerging team. Trust is built upon actions and not merely on words. ...Thursday, 09 September 2010 -
Lessons and opportunity from crisis environment
Category: Articles/Other
... UK Trust set up a “Commission of Inquiry into the Future of Civil Society in the UK and Ireland”, which developed recommendations for more transparency, stronger local or social investment, and more significant ...Wednesday, 08 September 2010 -
Trusts:taxes and cost
Category: Articles/Trust
Uninformed decisions could lead to regrets later Trusts can offer a solution to many situations, but are not necessarily the solution to all problems. Before a trust is created, the workings and the ...Wednesday, 08 September 2010 -
Tax amnesty
Category: Articles/TAX
... involves loop structures and the holding of foreign assets through offshore trusts. A loop structure will have to be unwound within a 180-day period. A levy equal to 10% of the funds involved in the ...Monday, 26 July 2010 -
OVERVIEW OF UNIT TRUST RETURNS
Category: Media Releases/Media Releases
... 9,11% and 7,37% respectively. The worst fund for the past quarter was the Sanlam Pan Europe Fund with -13,53%. Over the last 12 months the best-performing unit trust was the RMB Small/Mid-Cap Fund A with ...Tuesday, 13 July 2010 -
Five year milestone reached
Category: Media Releases/Media Releases
... In conclusion, the Cadiz Equity Ladder Fund has delivered exceptional performance on both an absolute and relative basis since its inception. In fact it was the top performing unit trust fund for ...Tuesday, 22 June 2010 -
Service excellence: a balancing act
Category: Articles/Investments
... and it is this partnership that is crucial for long-term client retention. With a partnership, communication is enhanced, which builds trust. The greater the trust, in turn, the more information the client ...Monday, 31 May 2010 -
It’s a question of trust
Category: Articles/Development
... based purely on the speed and convenience of our servicing channel or the friendliness and efficiency of our call centre staff. Instead, they are more interested in the question of trust. Because our ...Monday, 31 May 2010 -
Client service in wealth management industry
Category: Articles/Other
... because clients will always be on the lookout to protect their assets and to build a trusted relationship. The financial crisis of 2008 put much pressure on client-centric businesses, and bruised the ...Monday, 31 May 2010 -
Editor's Note
Category: Articles/Editors Notes
... article, people from all over the world feel that good service is a critical element in client relationships. We all know how important trust is in any relationship. Hylton Kallner from Discovery indicates ...Monday, 31 May 2010 -
Opinion: Unit Trusts and ETFs Differences
Category: Articles/Investments
The truth about the difference between unit trusts and etf’s Despite Exchange Trade Funds (FETs) and unit trust often being compared they are in reality tow very different investment products and not ...Tuesday, 25 May 2010 -
Retirement Funds
Category: Media Releases/Media Releases
Increasing losses see funds resort to fidelity and trustee indemnity covers The last few months have seen insurers increase their premiums for fidelity and trustee’s indemnity covers by up to 25% ...Friday, 21 May 2010 -
BANKSERV Rebrands Expansion Ahead
Category: Media Releases/Media Releases
... he says. “As we enter the future with renewed vigour, we acknowledge the fact that our true value comes from the partnerships we have formed and will continue to strengthen as a trusted partner to the ...Wednesday, 19 May 2010 -
Investment opinion
Category: Articles/Investments
... is founding director of SA Bullion, a specialist gold investment firm based in Cape Town, South Africa. He is the former managing director of Allan Gray Unit Trusts and a director of Fjoord Investment ...Tuesday, 18 May 2010 -
Social and ethics issues
Category: Media Releases/Media Releases
... standards argue that companies are too lazy or greedy to be trusted with self-regulation, and that mandatory standards will result in standardised and comparable performance and information. This ...Friday, 05 March 2010 -
Alexander Forbes
Category: Media Releases/Media Releases
... of interest in the rating process. So it comes as no surprise then that, in an effort to regain investors’ trust, rating agencies are proceeding with extreme caution when granting and reviewing ratings. ...Friday, 05 March 2010 -
New online platform
Category: Media Releases/Media Releases
NEW ONLINE PLATFORM TO SHAKE UP SA’S UNIT TRUST INDUSTRY 03 March 2010: investonline.co.za has launched South Africa’s first online portal that enables customers to invest in a comprehensive range ...Friday, 05 March 2010 -
What you need to know about the 2010 budget
Category: Media Releases/Media Releases
... present, the law sometimes results in a double taxation position while the wealthier individuals setup structures, such as trusts, in order to dodge this tax,” says Retief. “It’s interesting that mention ...Tuesday, 23 February 2010 -
Mauritius
Category: Articles/Investments
... opportunities in banking, insurance, wealth and asset management services, fiduciary and trust services, international legal services, capital markets as well as investment structuring. Mauritius ...Thursday, 04 February 2010 -
Why loyalty pays
Category: Media Releases/Media Releases
... of the keys and re-setting of the vehicles’ security system without delay or inconvenience to the owner. Central to this settlement was the trust established with the client over 29 years. Dombo goes ...Wednesday, 03 February 2010 -
Tax matters
Category: Articles/Other
... Trust Ltd. Estate duty is, in essence, a capital transfer tax that is levied once on any person’s estate, if at all. In short, at the time of administering a deceased person’s estate, a return is submitted ...Tuesday, 02 February 2010 -
Bank regulation
Category: Articles/Banking
... to 'create' their own money. With the latest crisis, they once again have lost the public’s trust. Will we find the right balance this time around? ...Tuesday, 02 February 2010 -
SA LISTED PROPERTY SHOWS ITS METTLE
Category: Articles/Investments
... has recovered by a massive 65% in US dollar terms since the carnage ended in February 2009, according to Plexus Asset Management research into the performance of Real Estate Investment Trusts (REITs). ...Friday, 29 January 2010 -
Focus on CIPRO
Category: Articles/Investments
... this task goes to the core of ensuring a stable economic and business environment that evokes trust and confidence, allows the wheels of commerce, industry and technological advancement to turn smoothly ...Tuesday, 26 January 2010 -
Investment
Category: Articles/Investments
Which Unit Trust did investers back in 2009 After the onset of the global credit crisis in mid-2007, 2008 and the start of 2009 were understandably characterised by extremely low levels of investor ...Monday, 25 January 2010 -
Economic policy
Category: Articles/Development
... the Alliance, and also on the extent to which Manuel enjoys President Zuma’s confidence. However, despite Manuel’s apparent willingness to reach a compromise with the Left, they still do not trust him, ...Tuesday, 19 January 2010 -
Annual bonuses
Category: Articles/Banking
... aside money in a bank account, he urges them to invest in unit trusts that provide access to the superior returns of the stock market, particularly over the longer term. “Over the long term, the risk ...Monday, 07 December 2009 -
Bulls and bears
Category: Articles/Banking
... who have turned their cash to mulch. The lack of general understanding regarding investment is actually scary. If I had a rand for every time I heard, “I don’t like shares, so I invest in unit trusts”, ...Monday, 07 December 2009 -
Global wealth and the crisis
Category: Articles/International Trends
... shaken the trust that HNWIs placed in markets, regulators, financial institutions and portfolio management. A survey showed that 46% of HNWIs lost trust in their adviser, and an equal percentage in their ...Monday, 07 December 2009 -
Restoring trust post-crisis
Category: Articles/Investments
Managing investor expectations is vital As financial planners, we need to be sensitive to the very real possibility that the public may not have the same level of trust in financial planners as they did ...Monday, 07 December 2009
