There are 23 countries on the Financial Action Task Force’s (FATF) anti-money laundering grey list – and South Africa could join them in early 2023.

Considered as economically damaging as junk status, in August 2022, our technical expert, Jennifer Anderson was joined by STANLIB Group’s Chief Compliance Officer, Njabulo Duma, to discuss the impact of being greylisted.

Who is FATF and how did we get here? How does a country get off the grey list? Will there be a direct impact on investors?

The route to a successful ‘Lean, Mean, Planning Machine’

What do you need to do in order to take your advisory practice to the next level?

In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice.

The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics. Listen today for a robust industry discussion, ideal for any adviser wondering what’s next and how to get there.

For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).

In a continuation of our last RDR podcast, this episode offers insight into the proposals regarding changes to the Cat 2 license.

Georgina Smith is once again joined by Jennifer Anderson to unpack the different types of investment managements being tabled, how DFMs fit into them, and whether it’s likely that the Cat 2 requirements are going to get stricter.

For those advisers using a Cat 2 to sign client instructions, you may need what the regulator calls a “mandate for convenience” – and the duo helps you to understand what this means.

For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).

Replatforming is no easy journey, for the provider or for the adviser. In this episode of Connect the Dots, Georgina Smith gets into the details of replatforming with INN8's Executive, Mickey Gambale.

The two dive into the South African investment platform landscape and uncover the decisions providers need to make to build a solution fit for the adviser's business. They then look at what advisers need to ask when choosing a platform for their business in order to adapt really quickly to regulation requirements.

For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).

Not much has changed since the FSCA discussion papers on RDR were published at the end of 2019. Host Georgina Smith, Head of Distribution for INN8 Investment Platform, steps back into 2020, when she sat down with Jennifer Anderson to explore what the papers were – and still are – saying. A great discussion that had listeners coming back for more. 

For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/  

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).