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Welcome to our news page, browse our headlines below to keep up to date with all the goings on at m Cubed.

 

TRUSTEE ANNUAL REPORT


In 2013, the Financial Services Board (FSB) undertook a compliance visit, and we are pleased to report that we obtained a clean bill of health in the managing of the Umbrella Funds. Some of the tests conducted by the FSB are related to the composition of the Board of Trustees, fund policies and the ability of the fund to collect and allocate contributions correctly. We thank M Cubed Employee Benefits (Pty) Ltd for its commendable administration, and stringent processes and procedures.

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1. Unclaimed retirement benefit search process

1.1 An enquirer will be provided with a unique reference number for each enquiry logged through the FSB search engine. This reference number must be used for future correspondence or enquiries regarding the specific case with the FSB.

1.2 The search engine will establish if there is a possible match on each of the search criteria provided.

A presentation to mCubed Asset Solutions regarding Overview MMI Investments, Our investment philosophy, The current investment environment and Performance analysis - 20 October 2016

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Will President Zuma need to go? That is the burning question after the past weeks shenanigans. Both Vytjie Mentor’s and Deputy Finance Minister Mcebisi Jonas’s revelations about the Gupta’s have helped break the Rand through the R16.00 to the US Dollar mark.

The rand’s weakness comes at a time when ratings agency Moody’s is in the country to assess whether it should downgrade South Africa’s credit rating. Another important announcement today is whether the South African Reserve Bank will raise interest rates in an already difficult economic environment that is on the brink of recession.

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Members are placed on joining the fund in a category, which is most circumstances is "as designated by the employer". The member must then remain in this category throughout his/her membership of the fund unless the designation of that member is altered by the employer at any given time...

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Although this communiqué was distributed to all Participating Employers of the Umbrella Funds in April 2012 it has become apparent that the conditions of compulsory membership as explained below have not been adhered to by a number of the Participating Employers.

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The Taxation Laws Amendment Act, 2013 brought about far reaching amendments impacting the financial planning/employee benefits environment and insurers, financial advisors and clients have been planning and positioning themselves for the pending changes that were to be effective on 1 March 2015.

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The March 2014 budget announced changes that effect the retirement fund industry, click the below link to view these changes.

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Over the last half century various attempts to reform the South African pensions system have been explored. In late 2004 , National Treasury published a 70 page document on its' recommendations for the future of retirement funding for all South Africans...

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CONTACT US

Johannesburg

+2711 677 7500

Durban Office

+2731 764 3166

linkedIn Facebook

CONTACT US

Johannesburg

+2711 677 7500

Durban Office

+2731 764 3166

linkedIn Facebook

CONTACT US

 

Johannesburg

+2711 677 7500

Durban Office

+2731 764 3166