In this newsletter:
Benchtest 06.2014, tax debt and tax directives, Sanlam umbrella fund survey, Namfisa reporting & inspections and more...
Download the letter from Inland Revenue to Namfisa on these industry concerns, here...
It is concerning that 90% of members do not reassess their choices after making their initial decisions.
News from Namfisa
Statement of Investment Holdings
Having approached Namfisa on its specific requirements as to form and content of the governance policies and documents, Namfisa advised that it cannot be of any assistance in this regard and advises that funds should develop their own documents or should use freely available templates.
Read the full technical guide for trustees by Liz de la Harpe, legal adviser, Glacier by Sanlam in Insurance Gateway, here...
~ Warren Buffet