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Adviser Notices

Adviser Notices

Adviser Notice 65 - Retirement fund member guide - May 2019

Adviser Notice 64 - Removal of banking details from public facing environments - April 2019

Adviser Notice 63 - Retirement benefits counselling and default annuity for PSG Wealth retirement fund members - February 2019

Adviser Notice 62 - Fit and proper requirements - February 2019

Adviser Notice 61 - Transaction cut-off times for the 2018/2019 tax year - February 2019

Adviser Notice 60 - Annual authorisation for ongoing adviser fees in the PSG Wealth Retirement Annuity Fund - January 2019

Adviser Notice 59 – Annuity payments for 2019 – January 2019

Adviser Notice 58 - Requests for estate late tax certificates - April 2018

Adviser Notice 57 - Special Tax Rates - March 2018

Adviser Notice 56 - Transaction cut-off times for the 2017/2018 tax year - February 2018

Adviser Notice 55 - Annuity payments for 2018 - January 2018

Adviser Notice 54 - Verification of inactive and third-party bank accounts - October 2017

Adviser Notice 53 - Living Annuity Payments - February 2017

Adviser Notice 52 - Retirement Annuity and Tax Free Investment Plan cut-off times for the current tax year- February 2017

Adviser Notice 51 - Clearance period on direct deposits and debit orders - October 2016

Adviser Notice 50 - Implementation of Effective Annual Cost - September 2016

Adviser Notice 49 - Special Tax Rates - June 2016

Adviser Notice 48 - Bank accounts in respect of tax free investments - June 2016

Adviser Notice 47 - Third party payments from investments - March 2016

Adviser Notice 46 - Client terminations of advisory or business agreements - December 2015

Adviser Notice 45 - Living Annuity Transfers - December 2015

Adviser Notice 44 - Once-off debit orders - November 2015

Adviser Notice 43 - Third Party Payments - November 2015

Adviser Notice 42 - Small Balances - June 2015

Adviser Notice 41 - Confirmation of Bank Account Details - June 2015

Adviser Notice 40 - Decrease in Processing and Governance Fees - April 2015

Adviser Notice 39 - Changes to Regulation 28 Reporting - March 2015

Adviser Notice 38 - Change in process in respect of transfers from a preservation fund to another fund - February 2015

Adviser Notice 37 - Retirement Annuity Contributions cut-off for the 2014/15 Tax Year - January 2015

Adviser Notice 36 - Once-off Debit Orders (Collections) - January 2015

Adviser Notice 35 - Outdated Forms No Longer Accepted - January 2015

Adviser Notice 34 – Foreign Account Tax Compliance Act (FATCA) – January 2015

Adviser Notice 33 - Closure of Allan Gray A and B Class Funds - December 2014

Adviser Notice 32 - New procedure when making changes to bank account details and third party payments - June 2014

Adviser Notice 31 - Switches between Classes of the Same Fund via the Secure Website - April 2014

Adviser Notice 30 - Decrease in Processing and Governance Fee - March 2014

Adviser Notice 29 - Retirement Annuity cut-off for 2013 2014 Tax Year - February 2014

Adviser Notice 28 - Fund Class Specification - January 2014

Adviser Notice 27 - Standardisation of Business Process and-Procedures - December 2013

Adviser Notice 26 - Availability of Forms on myBase - December 2013

Adviser Notice 25 - Process to ensure that Annuity Income Payments are not Missed - November 2013

Adviser Notice 24 - Implications of the FAIS Code of Conduct for Administrative FSPs on Business Processes - July 2013

Adviser Notice 23 - Disclosures - May 2013

Adviser Notice 22 - Transfers between Retirement Funds - April 2013

Adviser Notice 21 - Discontinuation of CPP - March 2013

Adviser Notice 20 - Decrease in Processing and Governance Fee - March 2013

Adviser Notice 19 - New Unit Trust Classification System - February 2013

Adviser Notice 18 - Method of Communication - January 2013

Adviser Notice 17 - Impact of Retirement Fund Practice Note 1/2012 - November 2012

Adviser Notice 16 - Decrease of Minimum Investment Amount - October 2012

Adviser Notice 15 - Failed Income Process Change - September 2012

Adviser Notice 14 - Transfers between Retirement Funds - July 2012

Adviser Notice 13 - South African Cheque Item Limit - June 2012

Adviser Notice 12 - Intervest Documents and Forms - February 2012

Adviser Notice 11 - Dividend Withholding Tax - February 2012

Adviser Notice 10 - Capital Protector Plan Maturity Process (Update of Adviser Notice 9) - February 2012

Adviser Notice 9 - Capital Protector Plan Maturity Process (See Adviser Notice 10 for process update) - January 2012

Adviser Notice 8 - Procedure Regarding Incomes when Consolidating Investments - November 2011

Adviser Notice 7 - Suspension of Structured Products - October 2011

Adviser Notice 6 - Income Tax Reference Number - October 2011

Adviser Notice 5 - Maximum once off debit orders - August 2011

Adviser Notice 4 - Commission and Risk Management Fees on Section 14 Transfers - July 2011

Adviser Notice 3 - Changes to Annuity Outside of Anniversary Date - July 2011

Adviser Notice 2 - Process of Payments of ITA88 statements - June 2011

Adviser Notice 1 - Income Tax Number Verification - May 2011

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