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.

Read more

Obtaining a Full Qualification

I obtained 31 credits in 2009 and now want to study further towards a full qualification. Please advise how I should go about this? People who were in the industry prior to 2010 […]

Read More

Personal Service Provider Tax Status

It is that time of year when a very annoying, yet compulsory, questionnaire is being circulated. SARS needs confirmation about your personal service provider status, and each product house that you have contracted […]

Read More

Final dates for level 1 REs in 2014

Permanent Centres: 15 December 2014 (registration closes 28 November) Satellite Venues: 04 December 2014 (registration closes 17 November) Moonstone reopens on 5 January 2015, and the first exams will be available as follows: Permanent Centres: […]

Read More

Meyer Plays Safe

The Springbok coach certainly took no chances when selecting his side for Saturday’s opening match against Ireland. In the backline, the only possible surprise, if experience was the main criteria, is the retention […]

Read More

Disclosure Obligations

The current media spat between attorneys Ronald Bobroff and Partners and Discovery Health has a much wider bearing on the industry than just that of the healthcare environment. In essence, the law firm […]

Read More

Alleged Investigation of the FSB

In a media release issued on 30 October 2014, the Financial Services Board (FSB) shared its views on a media statement circulated by Kadesh Consulting, which alleges that there is an investigation underway into, amongst […]

Read More

Complaints Management Part 2

Last week, we discussed basic trends identified in the recently published Key Findings: Complaints Management Thematic Review by the FSB. Today, we share two of the four specific findings contained in this document […]

Read More

Nic Mallett on RWC 2015 Draw

The former Springbok coach made some interesting comments regarding the Springboks’ draw in RWC 2015. His concern is with the teams comprising Group A: Australia, Wales and England, together with Fidji and Uruguay. […]

Read More

FAIS Department 2014 Annual Report

The information below was extracted from a supplementary report to the FSB’s Integrated Annual Report which provides an overview of activities of all divisions in the FAIS department for the year which ended […]

Read More

FSB Annual Report Statistics

There is always a lot of industry interest in the RE statistics, and the figures contained in the report makes interesting reading. The pass rate for those who wrote the RE 1 for key […]

Read More

PoPI is not a Flower – Part 1

South Africa’s Constitution is regarded as one of the best in the world when it comes to safeguarding the rights of its citizens. From it evolved a number of interventions aimed specifically at […]

Read More

Pearls of Wisdom

(From the Ou Grote website) This story no doubt had its origin after the famous win by France over the All Blacks in RWC 2007. It’s amazing to think that Richie McCaw was […]

Read More

Financial Planning Update

The renowned tax expert from Rhodes University Business School, Professor Matthew Lester, will be conducting two four-hour financial planning update lectures in the Eastern Cape. 20 years of changes in the tax system […]

Read More

Complaints Management Part 1

Learning from the mistakes of others is always much better than learning from your own. The findings of a recent audit by the FSB of the current state of complaints handling by product […]

Read More

Moneyweb Focus on Unsecured Lending Practices

The platform which offers investors a guaranteed annual return of 19.5% was the subject of a number of articles published in Moneyweb recently. The article titled, Are Cambist’s contracts genuine, points out that […]

Read More