FSCA registers 88% of retirement fund rule amendments
With 748 applications approved and only 98 pending, the Authority says it’s on track to finalise all outstanding matters by the end of the week.
Author: Moonstone Information Refinery
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Moonstone Business School of Excellence launches training for FAIS representatives
MBSE’s RE 5 training is a comprehensive course designed to enhance your understanding of key regulatory frameworks and real-world applications.
Court orders car dealership to refund consumer after blaming defects on driving style
The NCC has prioritised the second-hand motor vehicle industry due to the high volume of complaints from dissatisfied consumers.
Santam reports 34% net income growth despite rising weather-related claims
The group attributed the turnaround in motor insurance to managing claims inflation and improving risk selection, resulting in a significant reduction in claims frequency.
Beware the tax impact on withdrawals from your savings ‘pot’
Avoiding the tax hit is one of the reasons retirement fund members should have an emergency fund.
Discovery, Metropolitan, and Assupol shine at Orange Index Awards
The leading independent benchmark for customer experience is a localised strategic measure that directs and supports leadership decisions on customer relevance.
Balancing the scales: strategies for women navigating career, family, and self-care
With women taking on disproportionate caregiving roles, the elusive work-life balance seems harder to achieve. PSG executives share practical tips on how to simplify, organise, and prioritise to regain control.
Retirement funds get exemption from using prescribed section 14 transfer forms
The exemption will apply pending the finalisation of the consultation process on the draft amendments to Conduct Standard 1.
Banks defend lending criteria amid accusations of discrimination
The government takes banks to task over what it sees as unfair lending practices, proposing mandatory disclosures of declined home loans.
MBSE’s top achievers balance work and study in financial planning
Emily Broodryk, Rion Malan, and Francois Mostert share why they found it rewarding to study for the Higher Certificate in Wealth Management at MBSE.
Finance Minister publishes FSP levies for 2024/25
Entities supervised by the FSCA are in for an increase of 6%.
Moonstone Compliance’s beneficial ownership webinar is fully booked
Please send us an email if you want to access the recording of the webinar.
Municipality ordered to pay R750 000 for pothole accident injuries
A municipality’s responsibility for road maintenance does not automatically make it liable for failing to meet that duty.
Final legacy RA exemption conditions published
Commentators did not raise any significant concerns in their responses to the draft conditions, the FSCA says.
Discovery Bank hits milestone of 1 million clients
Within five years of operation, Discovery Bank has differentiated itself in a competitive market by leveraging its shared-value model and innovative financial products.
How Ithala’s licence suspension may affect clients and operations
While Ithala remains operational for existing clients, the search for a new sponsor and regulatory hurdles pose significant challenges.
SARS alerts fund members to the requirements for two-pot withdrawals
A request for a tax directive will be declined if a member is not a registered taxpayer or has outstanding returns.
