In this issue of the Joint Forum update we provide consultants and members of the Joint Forum with information on the following topics:

  • Twin Peaks regulatory model effective 1 April 2018
  • Default Regulations: Additional guidelines and requirements
  • Draft Guidance Note on exempting funds from member elections
  • Directive 8: Prohibition on the Acceptance of Gratifications
  • Proposed amendments to Policyholder Protection Rules
  • Draft Guide on the calculation of the tax payable on lump sum benefits
  • ASISA Standard: Retirement Savings Cost Disclosure

Read the full update here.