Do friends and family know best when it comes to investment advice?
Proper Group2019-08-26T13:32:04+00:003 reasons why you should be careful about investment advice from friends and family Be wary of basing your investment decisions purely on advice offered by friends and family - even if they have good intentions. This is the view of Lettie Mzwinila, business development manager at Allan Gray. Studies have shown that loved ones [...]
We are FAIS Compliant
Proper Group2016-10-20T09:00:16+00:00We are very pleased to announce that Masthead recently confirmed Proper Financial Services (FSP 14332) and Proper Healthcare Services (FSP 39520) qualify to use the Masthead FAIS Compliant Seal for 2014. This Seal confirms Proper Group’s commitment to ensuring all our financial services related work is compliant with FAIS legislation.
GAP Cover 2016 Proper Group
Proper Group2016-10-20T09:00:56+00:00Most of our clients would have received their 2016 renewal policies from Complimed by now. If you have not yet received this, please keep an eye out as they should be received soon. Unfortunately, Complimed will be experiencing a high increase for 2016, and should you wish to review your GAP provider, now will be [...]
Changes to Retirement Funds
Proper Group2016-10-20T09:00:38+00:00There has been much in the press recently, about the tax law changes coming into effect from March 2016. Along with these changes are many opportunities. The Corporate Benefits division at Proper Group has put together a Newsletter regarding the upcoming tax changes that will affect Pension, Provident, and Retirement Annuity Funds. Click here for [...]
Tax Amendment Delays
Proper Group2016-10-20T08:37:13+00:00Subsequent to our post on 22 January 2016 regarding upcoming changes to tax laws, press and media statements have been released regarding proposed delays to some of these changes. At a Symposium on 19 February 2016, industry experts have stressed that the delays are proposed, and not yet confirmed. However, the following will more than [...]