In today’s uncertain climate, financial advisers have to consider risk very carefully. How much risk is appropriate for different clients, and how it is managed are critical questions when putting together investment plans. […]
The latest Newsletter from the Short-term Ombud contains details of a rejected claim as a result of the fact that, at underwriting stage, the client did not inform the insurer of previous losses. […]
We recently published a brief summary of an article on the buying and selling of financial services practices that appeared on an Australian website. The owner of Centurion Market Makers discussed the two […]
The Financial Planning Institute provides its members with a list of approved training providers. Moonstone Business School of Excellence (MBSE) is an FPI Approved Education provider who complies with the FPI’s requirements in […]
Q: I started working in the Insurance industry in 2008, completed 63 credits Personal and Commercial and passed my RE1 in 2013. After this, I left the insurance industry. I desperately want to […]
Durban-based income protection specialist, FMI, today announced that it has been acquired by the Bidvest Insurance Group (BIG). FMI will become a division of Bidvest Life and, with the vision of being the […]
Moonstone Business School of Excellence offers the National Credit Act (NCA) Course for: Intermediaries in the Motor industry who are Finance and Insurance brokers (F&I). Industry providers of personal loans, HP agreements, credit […]
We may have lost our top world rankings in a number of sports, but this survey shows that we are more than holding our own when it comes to economic crime. The study, […]
This is an extract from the lecture by Bill Gates at Pretoria University. If there is one thing I’m sure of, it is this: Africa can achieve the future it aspires to.That future […]
Moonstone Business School of Excellence developed an on-line workshop to assist learners to acquire the necessary learning with the least interruption to the business. Obviously, we are unable to build training on your […]
My colleague Paull Lawrence recently sent me an interesting article on the subject: Property owners are often taken aback when, after defaulting on the loan repayment, they receive a summons from an entity […]
A recent finding by the Board of Appeal in the Teixeira case clarified certain matters around the very broad definition of this important fit and proper consideration. Briefly: the adviser was debarred by […]
In December 2015, an Australian company, Centurion Market Makers, ran an industry survey on the impact of existing and pending reforms as well as projections for revenues and growth in 2016. In many […]
The competency requirements under FAIS are often misunderstood, leading to many people stressing unnecessarily. Prior to 2010, transitional arrangements were in place which allowed for “FAIS Credits” to be obtained which would exempt […]
A recent ruling by the FAIS Ombud sheds light on the right of a client to approach the FSB Appeal Board if dissatisfied with a decision by the Ombud. In the Harten determination, […]
Strict process for companies wishing to recover stolen money from employee pension fund pay outs, cautions GTC. Employers cannot automatically claim money from an employee’s pension or provident fund when employees defraud them, […]
Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information. HIGHER CERTIFICATE IN WEALTH MANAGEMENT […]
