(Update Sept, 2016- post kept historically significant)
With Tuesday a public holiday in South Africa, let me wish all those taking Monday off a happy long weekend.
- Discovery Life will be launching updates to their life product in the week of the 12 – 18 May.
If anyone expresses any interest i will be more than happy to try and summarise and blog the major changes that happen. Let me know via comments to the post.
- TAX CERTIFICATES
Discovery Life now have their clients tax certificates online. If you have income continuation benefit or a retirement annuity, you would need these for the Receiver of Revenue when you submit your tax returns. This is for the 2009/2010 tax year.
- Conflict of Interest regulations have now been published. These impact especially on the relationship between independant advisors and the product providers.