FSB/ Inseta Regulatory Exam Preparation Workshops:
The final date for registration is next Friday, 16 November 2012. This is your final reminder. For more information, please click here.
Holistic advice ‘the key factor’ in impact of two pots on clients
Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
Read moreMoving a Short-term Book
Publication of the FAIS Ombud’s annual report provides a great learning opportunity every year. We believe that learning from someone else’s mistakes is far better than from your own. A subject that made […]
Holding her own
A lady goes to the bar on a cruise ship and orders a Scotch with two drops of water. As the bartender gives her the drink she says ‘I’m on this cruise to […]
Requirements for Compliance Officers
The changes to requirements for compliance officers (COs) caused quite a stir in the industry. We are not convinced that everybody understood how it affects them. Moonstone Compliance condensed the information below from […]
When the Elephants fight…
Continuity appears to have been the motivation behind the selection of the Springbok team for Saturday’s test against Ireland. Juandré Kruger is the logical replacement for Andries Bekker, as is JP Pietersen for […]
Showtime at the Gabba Corral
In view of the lull in sporting activities, I did some spywork and found the following extracts in the Sydney Morning Herald in anticipation of Friday’s first match between the Proteas and Australia. […]
Guaranteed annuities, Ugly Ducklings?
This article was published in IG eZine October 2012. In view of the current debate on changes to retirement provision, it is essential reading to provide a more balanced perspective on the choice […]
Father, forgive me…
A Priest in a small town was called away for an emergency on a Sunday afternoon while he was about to hear confessions. Not wanting to leave the confessional unattended, and having no […]
Vereistes vir Voldoeningsbeamptes
Veranderde vereistes vir voldoeningsbeamptes (VBs) het nogal heelwat kopkrap veroorsaak vir die bedryf. Die inligting hieronder, wat Moonstone Compliance verwerk het uit Raadskennisgewing 127 van 2010, sal lesers help om meer duidelikheid te […]
Check your Details at the FSB
On Thursday we reminded readers of the necessity to notify the FSB of any material changes in their licensing conditions. A Moonstone Protector client in Bloemfontein had recently changed auditors, and was concerned […]
Transforming sport about more than numbers
This is the title of an article which appeared in Business Day yesterday. I must admit that this is probably the first time where the honourable Minister of Sport and Recreation and I […]
Worrying Facts
A number of people, cleverer than I, had a lot to say about the latest statistics released by the FSB. I battled to get the sums to tally, not having been exposed to […]
Clever Business Signs
In a Podiatrist’s office: “Time wounds all heels.” On a Plumber’s truck: “We repair what your husband fixed.” On another Plumber’s truck: “Don’t sleep with a drip. Call your plumber.” On a Church’s […]
Binder Workshop in Durban
This is the only venue where we still have seats available. It will be presented at our RE venue in Musgrave Centre on the 13th floor, on 13 November. I wonder if this […]
Licence Profile Changes
Authorised financial service providers are legally required to advise the FSB in the prescribed manner of any changes to their licensing conditions, within 15 days of such changes. Many FSPs are not aware […]
FSB’s Circular – RE Roundup
FSB Circular 10 of 2012, provided figures on the number of FSPs who did not attempt to write the exams before 30 June 2012. The total number of candidates who did not write […]
