Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read more
Another year, another premium increase to your medical aid plan for 2016! As households try to realign expenses to accommodate the above-inflation medical aid premium increases for 2016, many people are asking whether […]
The “Guidelines on Proceedings of the Appeal Board” was replaced with a new document titled, “Practice Directions and Guidelines issued by the Chairperson of the Appeal Board”. Some of the important aspects, appearing […]
After attending the recent FSB Insurance Regulatory Seminar, a friend remarked about the many attendees sporting various tints of grey in their hair or, as someone put it, “wisdom highlights”. Undoubtedly the highlight […]
The FSB approved the first collective investment schemes in hedge funds after announcing its concern a few months ago that it had not received any applications from such schemes. The new schemes, one […]
Older readers may well remember this as the title of a great song by English folk rock band, Lindisfarne, on their Dingly Dell album. One line in the song reads: So the next […]
On the international scene quite a few highlights this week – the first being No Protea players were selected for the ICC test cricket team of the year… a selection panel led by […]
The introduction of the FAIS Act and supporting regulations contributed to making the provision of financial advice a more daunting and costly service than ever before. Prior to 30 September 2004, we saw […]
The Registrar published a draft notice setting out conditions for investments in hedge funds by Pension Funds. Despite the declaration of a hedge fund as a collective investment scheme, any investment by a […]
In 2010, PwC began a scenario analysis around the trends reshaping insurance and what the industry would look like by 2020. The scenario planning was based on interviews with more than a thousand […]
Test Cricket is the Loser The farce that is called test cricket in India, as we are currently experiencing it, will yet be the death knell of the game purists love. All countries […]
Whilst Ombud determinations receive fairly wide coverage, the same does not apply to cases where a settlement is reached between the complainant and the respondent. We extracted the cases discussed in the FAIS […]
The latest PWC study titled Insurance 2020 & beyond: Necessity is the mother of reinvention, provides important insights into how technology will empower and shape the financial services industry in future. The information […]
New UK exam date Our next UK exam is scheduled for 17 March 2016. For more information contact Marietjie at faisexam@moonstoneinfo.co.za. REs in Mauritius We received several enquiries from candidates resident in Mauritius regarding the […]
The Promotion of Access to Information Act 2000 requires all public and private bodies to compile manuals that must contain information which is to be made available in certain circumstances. A copy of […]
I was reading through an earlier Ombud determination when I came across the following: Third respondent goes on to state that the Second respondent met with the clients personally to re-allocate the clients’ […]
As the implementation of RDR draws closer, financial advisers around South Africa are putting a great deal of thought and effort into their plans to adapt to the new requirements. There are ongoing […]
