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FISA
@FISA_org
Raising the bar for the fiduciary profession, to benefit the public
Joined December 2014
57
Following
333
Followers
1.2K
Posts
FISA
@FISA_org
about 2 years ago
’n Leser het Nico van Gijsen gevra of ’n lewenspolis met sy vrou as begunstigde die aanwaseis in die geval van sy dood kan dek. https://t.co/zEYs9D7N6b
#FISA
#fiduciary
#expenses
#FinancialPlanning
#lifepolicy
#marriage
#Beneficiary
#estateplanning
@RapportSA
@LouisvVuren
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FISA
@FISA_org
about 2 years ago
Read this court case summary about trustees appointed in conflict with the trust deed. https://t.co/Qg9I14sQPl
#FISA
#fiduciary
#trustees
#courtcases
#deeds
#trust
#trustee
#Bank
#Absa
@LouisvVuren
FISA
@FISA_org
about 2 years ago
In this Personal Finance column, trust expert Phia van der Spuy asks whether someone can ‘stand in’ for another trustee – a common enough question. https://t.co/0RcoqlAHfq
#FISA
#fiduciary
#trust
#trustee
#beneficiary
#financialplanning
@trusteeze_za
@IOL
@LouisvVuren
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FISA
@FISA_org
about 2 years ago
In this article in Blue Chip magazine, Dr Rika van Zyl looks at the rights of trust beneficiaries. https://t.co/ubGy3BZ9F1
#FISA
#fiduciary
#estate
#estateplanning
#beneficiary
#trust
@bluechipjournal
@LouisvVuren
Who to follow
FAnews Online
@FAnews_Online
FAnews connects South Africa’s insurance and financial services industry through news, insights and thought leadership.
Personal Finance
@persfinza
Your weekly guide to wealth. In Saturday Star, Weekend Argus, Independent on a Saturday and Business Report on a Friday. IOL Podcast.
The Financial Planning Institute - SA
@FPI_SA
The Financial Planning Institute of Southern Africa is a South African Qualifications Authority recognised professional body for financial planners in SA.
FISA
@FISA_org
about 2 years ago
In hierdie week se Rapport, skryf Nico van Gijsen oor die behoefte om jou geld vir jou te laat werk. https://t.co/TKPjcSi0Iq
#FISA
#fiduciary
#financialplanning
#finance
#investment
@RapportSA
@LouisvVuren
FISA
@FISA_org
about 2 years ago
Removal of a trustee – read this court case summary by FISA® CEO Louis van Vuren. https://t.co/NzZzWQy2Nq
#fisa
#fiduciary
#trustee
#court
#courtcase
#estate
#estateplanning
#CEO
@LouisvVuren
FISA
@FISA_org
about 2 years ago
Currently, although no insurance products exist for family trustees, professional/independent trustees may access insurance for trust services they provide. https://t.co/MVeN1uC3gO
#fisa
#fiduciary
#insurance
#trustee
#Trusts
#estate
#estateplanning
@trusteeze_za
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FISA
@FISA_org
about 2 years ago
In hierdie week se Rapport skryf Nico van Gijsen oor voorsiening vir jou gade na jou afsterwe. https://t.co/oPpHdXcrpF
#fisa
#fiduciary
#death
#financialplanning
#estate
#estateplanning
#rapport
@RapportSA
FISA
@FISA_org
about 2 years ago
Moonstone writes on the recent forfeiture of assets belonging to Berdine Odendaal, the alleged lover of former Steinhoff chief executive Markus Jooste. https://t.co/vguIQ5JO9f
#fisa
#executors
#estate
#EstatePlanning
#Markus
#legal
#FraudAlert
#southafrican
#corporatefraud
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FISA
@FISA_org
about 2 years ago
Read this FISA® court case summary – executor claims against company for ‘oppressive conduct’. https://t.co/nsiS9k6wmN
#fisa
#fiduciary
#court
#executors
#claim
#oppressiveconduct
#legal
#estate
#courtcase
FISA
@FISA_org
about 2 years ago
Read this court case summary – court removes executors due to conflict of interest. https://t.co/PY1BxhT6ye
#fisa
#fiduciary
#executors
#ConflictOfInterest
#court
#estate
#legal
#EstatePlanning
FISA
@FISA_org
about 2 years ago
Nico van Gijsen skryf hierdie week oor die rol van die vrou in baai huwelike – sy is soms soos ‘n tweedeklas mens. Lees meer: ehttps://www.fisa.net.za/rapport/
#fisa
#fiduciary
#estateplanning
#marriage
#Finances
@RapportSA
FISA
@FISA_org
about 2 years ago
Did you know that FISA® has an extensive archive of fiduciary-related court case summaries. You can access them here. https://t.co/hnzNYEB0mY
#fisa
#fiduciary
#court
#estateplanning
#wills
#estate
#finance
#EstatePlanningAttorney
#legal
#courtcase
FISA
@FISA_org
about 2 years ago
Transfer of property not final word on ownership – read this court case summary by FISA® CEO Louis van Vuren. https://t.co/VgtEzwawTn
#fisa
#fiduciary
#CEO
#ownership
#property
#transfers
#courtcase
#court
#legal
@LouisvVuren
FISA
@FISA_org
about 2 years ago
An executor-related court case summary by FISA® – eviction of illegal occupants https://t.co/Tn4XTW0zAY
#fisa
#fiduciary
#court
#eviction
#occupant
#illegally
#courtcase
FISA
@FISA_org
about 2 years ago
In hierdie week se Rapport skryf Nico van Gijsen weereens oor skenkings sowel as leningsooreenkomste in verband met wat gebeur wanneer jy sterfe. https://t.co/xJxQEXV0lm
#fisa
#fiduciary
#loan
#loanagreement
#financialplanning
#finances
#rapport
#estateplanning
@RapportSA
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FISA
@FISA_org
about 2 years ago
Court case about an unsigned will – read this summary by FISA® CEO Louis van Vuren https://t.co/DbVj2Ki9Ku
#FISA
#fiduciary
#will
#court
#courtcase
#CEO
#unsigned
@LouisvVuren
FISA
@FISA_org
about 2 years ago
Interpretation of a will - read another wills-related court case summary by FISA® CEO Louis van Vuren https://t.co/4TCPSM81aG
#FISA
#fiduciary
#will
#CEO
#court
#courtcase
#WillPlanning
@LouisvVuren
FISA
@FISA_org
about 2 years ago
In hierdie week se Rapport, skryf Nico van Gijsen oor skenkingsbelasting in verband met die leen van geld aan jou kind. https://t.co/1ZHlm65bIB
#FISA
#fiduciary
#estateplanning
#taxes
#newstoday
#rapport
#donationtax
@RapportSA
FISA
@FISA_org
about 2 years ago
Another poorly drafted will – read this court case summary by FISA® CEO Louis van Vuren https://t.co/N41qyzFDRz
#FISA
#fiduciary
#court
#courtcase
#will
#estate
@LouisvVuren
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