Skip to content
Ultreia Consulting Services (Pty) Ltd

Ultreia Consulting Services (Pty) Ltd

  • Home
  • Our services
  • Articles
  • Contact us
  • Home
  • Our services
  • Articles
  • Contact us
  • Home
  • Erich Krohnert

Erich Krohnert

Does independence really matter?

On 2 Dec, 20181 Mar, 2019 By Erich Krohnert Posted in Independent Advice, Ultreia ConsultingTagged , ArticleIFAindependenceIndependent financial advisorRDRRetail Distribution ReviewLeave a comment

While RDR focuses on retail consumers, its impact will most probably be most profound on group arrangements.

Retirement Savings Cost – what is the fuss?

On 30 Nov, 20188 Dec, 2018 By Erich Krohnert Posted in Costs, Ultreia ConsultingTagged , ArticleASISAEstimated Average CostRetail Savings CostLeave a comment

The RSC is not perfect, but it is a step in the right direction.

Retail Distribution Review: Who is an independent financial adviser?

On 1 Feb, 201814 Dec, 2018 By Erich Krohnert Posted in Independent Advice, Ultreia ConsultingTagged , ArticleIndependent Financial Advisor; Retail Distribution ReviewLeave a comment

In November 2014, the Financial Services Board (FSB) released a paper titled “Retail Distribution Review 2014” or RDR as it has come to be known.

FAIS Disclaimer

Ultreia Consulting Services (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (Licence no. 48384)

Search

Latest posts

  • Do insurers even know how to get medical information from state medical facilities?
  • Does independence really matter?
  • Retirement Savings Cost – what is the fuss?
  • Are disability claims only for those with medical aids?
  • Retail Distribution Review: Who is an independent financial adviser?
Copyright © All right reserved. | Theme: Clean Biz by eVisionThemes
  • linkedin