Administrative Services on behalf of Product Providers
Providing services to clients for which you are not reimbursed has always been part of the job. Back in the good old days, when most product providers paid more than lip service to […]
Author: Paul Kruger
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
Best of the Boks?
The announcement of Heyneke Meyer’s support structure raised quite few eyebrows, including that of Bulls supporters. To add fuel to the fire, there is speculation that Victor Matfield may be recalled to the […]
Truths From The Dark Side
Friends come and go, but enemies accumulate. Those who live by the sword get shot by those who don’t. If the enemy is in range, so are you. The hidden flaw never remains […]
Transgressions Never Retire
A retired financial advisor received quite a shock when he was ordered to refund a client to the tune of R460 000, as well as interest at 15.5% dating back from 2005. We […]
Analysing the RE Results
There were mainly two arguments from readers who did not take reality into account: The first concerns the numbers who still have to write. If I may use the key individual (KI) stats […]
FSB Stats Response
The publication of the Moonstone REView on Friday arguably drew the biggest response from readers since the announcement of the regulatory exams. It was quite fascinating trying to analyse the calculations readers shared […]
RE Statistics
FSB press release: Regulatory examination statistics – There are 11 weeks remaining to the 30 June 2012 deadline for Financial Service Providers to write their regulatory examinations. All candidates that have not yet […]
RE: How to prepare workshop
We ran the first workshop in Pinelands yesterday. We had 42 reservations, and 42 people pitched. Wie het gesê Kaapstad is ‘n slaapstad? One attendee wrote as follows this morning: Just a quick […]
The Good, the Bad and the Ugly
Some statistics on a number of important facets of the Super 15. I divided this in three sections, based on the title of one of my favourite Clint Eastwood movies. For purposes of […]
Gifted Mamma
Four brothers left home for college, and they became successful doctors and lawyers. One evening, they chatted after having dinner together. They discussed the 95th Birthday gifts they were able to give their […]
The FAIS Ombud and Jaws
The worldwide outcry when a surfer in Australia or South Africa is attacked by a shark, never ceases to amaze and amuse me – the outcry, please note, not the attack. Whether this […]
Monkey business
A guy walks into a bar with his pet monkey. He orders a drink, and while he’s drinking, the monkey jumps all around the place. The monkey grabs some olives off the bar […]
How many actuaries a product doth make?
Last week, Gareth Stokes of FAnews ran an interesting article on product development. The article, entitled Distribution* is make or break for life insurers, addressed the issue of product development. A few quotes […]
Afrikaanse Eksamens
Die eerste uitslae is verlede week bekend gemaak, maar slegs die Raad op Finansiële Dienste (RFD) mag statistieke hieroor bekend maak. Ons wil egter graag ‘n dringende beroep doen op diegene wat die […]
Ethical dilemma…
What if you were playing in the club championship tournament finals and the match was halved at the end of 17 holes? On the eighteenth hole, you have the honour and hit your […]
What’s in a name?
The FSB recently distributed a document entitled “Call for contributions: intermediary services and related remuneration in the insurance sector”. Moonstone’s request for permission to provide input was granted, and we aim to provide […]
Registration Deadline
The national inclination to defer matters of a less pleasant nature to the very last minute is not unique to our industry, but also not foreign to it. I recall how, in 2004, […]
