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

Client Care – how are we really doing?

Two conflicting headlines in recent industry newsletters raise the question whether clients are treated fairly by the industry. “Complaints to (Long-term) ombudsman reach record number.” “South African consumers are very satisfied with the […]

Read More

Fraud knows no Boundaries

Consumers at the lower end of the market are often more vulnerable when it comes to being defrauded. The latest Ombud determination provides details of how the Reformed Christians for Truth Church became […]

Read More

New Financial Intelligence Centre Directives

The FIC issued two new directives applicable to all accountable and reporting institutions: Directive 1 stipulates that “All institutions registered with the FIC are required to update their registration details only via the […]

Read More

Fraudulent RE Certificates

Candidates who pass the level 1 regulatory examination are issued with certificates which record this fact. These documents contain a number of security features to avoid fraudulent use thereof. Details of this cannot, […]

Read More

Two Flew Over the Cuckoo’s Nest

For the second weekend running, South African sides threw away their chances of winning towards the end of the game. The Bulls and the Cheetahs had the beating of the opposition, only to […]

Read More

FAIS Amendments

FAIS Circular 4 of 2014 will be of great value to regulatory exam (RE) candidates who need to take into account recent legislative changes. It is of equal importance to all FSPs who […]

Read More

Consumer Expectations from TCF

There was a time when actuaries at product houses spent endless hours developing a product, packaging it, and then sending it to the marketing division with the message: “Go out there and find […]

Read More

A Miracle in the Making

On Monday night, there were two people I really felt sorry for after the dramatic win by Ikeys over Pukke in Potch. No, it was not the home side’s flyhalf who attempted a […]

Read More

Lest We Forget

When you walk on the right side of the law, it is often difficult to understand why so many obligations are placed on you to comply, when those, for whom the legislation is […]

Read More

Q & A on Cambist

We regularly receive enquiries from readers about Cambist, who offers a return of 19.5% on investments. For all practical purposes, it appears that they act as an aggregator between the public and certain […]

Read More

Does Kepler have a point?

I have to agree with him that, given our current ranking, we did well to make the semi-finals in the ICC World Twenty20 Cup in Bangladesh. Yes, I was as devastated as you […]

Read More

Retail Distribution Review Update

Plans to review the way in which products are distributed, and specifically the way in which advisors are remunerated, took centre stage in the media recently. RDR is not only about replacing commission […]

Read More