COFI Update with Anton Swanepoel, CFP®

The COFI Bill was set to be tabled in Parliament before the 2024 national elections. However, this did not happen and 2025 appears to be the year in which the COFI Bill will be promulgated. Its aim is to incorporate (and consolidate) all of the principles of conduct held in the multiple pieces of legislation which currently govern the financial services sector. These include, amongst others, the Long-term Insurance Act, the Short-term Insurance Act, the Pension Funds Act and the Financial Advisory and Intermediary Services Act – more than 1,000 pages of legislation in total. In simple terms, COFI will create one standard of market conduct across the industry. Under COFI, one standard will exist for advisers, product suppliers, linked investment service providers, discretionary fund managers, and so forth.

The session will be two hours long and will be led by Anton Swanepoel, CFP^® a subject matter expert in the field.

The aim of the session is to provide attendees with an in-depth understanding of the COFI Update, including its implications and applications for the financial planning profession.