News

Greylisting

South Africa remains on the FATF greylist for non-compliance with international standards.

The last Publication in this regard is dated 2021 and can be found here.

Progress has been made in removing South Africa from the greylist, but progress has been slow and as at November 2024, several key areas still require attention.

The Financial Action Task Force (FATF) Plenary on 25 October 2024 announced nine upgrades for South Africa from its 22-item Action Plan, including eight to “largely addressed” and one to “partly addressed”. South Africa is now deemed to largely or fully address 16 of the 22 action items in its Action Plan, leaving the country with six outstanding action items to be addressed for the last scheduled reporting cycle, concluding in February 2025.

Source Trustworthy: Master’s call to action to have South Africa removed from greylist Phia van der Spuy

Trust and Ultimate Beneficial Ownership One of the single biggest problems in this regard is the pervasive use of trusts in South African law. Both inter vivos and testamentary trusts are commonly used and based on the English law of trusts. However, the problem is with identifying the ultimate beneficial owners of these trusts. The problem does not lie with the legal mechanism, but rather identifying those who stand to benefit from the assets and activities of these trusts.

A suitable solution may well be improved administration and reporting, instead of heavy-handed criminal prosecution.

Accounting

Legal Practitioners Trust Accounting requires a combination of specialized skills and custom software.
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Web Page

We design and implement web pages for professional firms.

An internet presence is essential to guard against identity theft and ensure a formal market image.

Basic web sites consist of three pages

  • Home Page
  • Team
  • Contact

These websites can be hosted and maintained at a reasonable fee.

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Compliance

The compliance universe is crowded and confusing. In South Africa professional firms may simultaneously be subject to an extensive number of regulatory frameworks.

If you require consultancy on any of the following, we can assist

  • Legal Practitioners Act (LPA 28 of 2014) – specifically compliance with Section 86, Section 88 and Rule 54 and / or Rule 55 and / or Rule 56
  • Financial Intelligence Centre Act (FICA 38 of 2001) – to combat illicit financial flows and ensure South Africa’s compliance with its obligations in terms of FATF membership
  • National Credit Act (NCA 34 of 2005) – provision of credit and handling of consumer data
  • Promotion of Access to Information Act (PAIA 2 of 2000) – retention of records and access thereto by members of the public
  • Promotion of Administrative Justice Act (PAJA 3 of 2000) – concerning the administrative treatment of decisions
  • Protection of Personal Information Act (POPIA 4 of 2013) – regulates the right to privacy and the treatment of personal identifiable data, comparable to the EU’s GDPR