Calculating Investor Relief
We are seeing a substantial increase in the number of Sharemax related determinations from the FAIS Ombud. Most of these relate to complaints lodged in 2010 in the wake of the collapse of […]
Market Commentary
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
Short Term Training opportunities
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. FURTHER EDUCATION AND TRAINING: SHORT-TERM […]
Wealth Management Training Opportunities
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 […]
Moonstone Training Opportunities
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. FURTHER EDUCATION AND TRAINING: SHORT-TERM […]
Protection for Lower Income Sector
The lower income sector of the financial services industry regularly makes the headlines, for all the wrong reasons. A funeral parlour, who conducted business from November 2008 to August 2013 without being duly registered with […]
Possible Amendment to RDR Phase 1 Timelines
In the publication of the Phase 1 proposals it was envisaged that drafts of subordinate legislation to give effect to the majority of the RDR Phase 1 proposals would be published for comment in April 2016, […]
Annual Financial Statements Reminder
The majority of FSPs have a financial year end of February. For them, it means that the 2016 financial statements need to be submitted by 30 June this year. Full details are contained in […]
The return of African Bank
Cadiz Asset Management published an interesting article on the way forward for African Bank. In 2014, the South African Reserve Bank (SARB) placed African Bank under curatorship following the largest bank and corporate […]
Utilisation of Medical Services
The Council for Medical Schemes (CMS) carried out an analysis on the utilisation data of health services during the calendar years 2013 and 2014, based on the data provided by medical schemes through […]
National Credit Act Training now Online
In response to the demand for an affordable and easily accessible platform for those who are required to undergo training on the National Credit Act, Moonstone Business School of Excellence developed two options. […]
Allan Gray reduces investment platform fees
Allan Gray has reduced the annual administration fee on its local platform for investments over R5 million, and on its offshore platform for investments over US$400 000 (or foreign currency equivalent). Effective immediately, for all […]
Awareness of pending changes encouraging
This article appears in the March 2016 edition of MoneyMarketing. MoneyMarketing asked Billy Seyffert, Chief Operating Officer at Moonstone Compliance, about the current investment management and intermediary space in the light of the […]
Observations from the Du Toit determination
Complaints after practice is sold What happens when a practice is sold, and a complaint arises from a time before the transaction? From the recent Du Toit determination by the FAIS Ombud, it […]
Healthcare Commission under the Spotlight
According to an article in Netwerk24, the panel who is currently conducting research on private healthcare posed a number of questions regarding the impact of commission on rising costs, including how commission works, […]
South Africa Investment Panorama Survey
Join the debate and receive a free guide ‘How to use Social Media to enhance our reputation and win new business’ We are excited to again be part of a project to support […]
South Africa – Budget 2016… some thoughts
Finance Minister Pravin Gordhan pulled several rabbits out his Budget hat on Wednesday, February 24, when he delivered the first Budget Speech of his current, second term. However, the rabbit one marked ratings […]
Social Grants and Funeral Insurance Premiums
The government proposes to amend regulations concerning deductions from social assistance grants by making an affordability assessment a prerequisite to entering into any agreement to provide funeral cover to the beneficiary of a […]
