Insight – Moonstone Information Refinery

Videos

Watch: MBSE launches RE training for FAIS representatives

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

Complaint insights – View it as feedback from your customer

We are all aware that the FAIS Ombud is responsible for promoting consumer protection and fostering the integrity of the financial services industry by resolving complaints in a manner that is impartial, expeditious, […]

Excesses on short term insurance claims – The ST Ombud shares valuable insights

Unless clients have elected to pay an additional premium for an excess-free policy, they will almost always pay an excess when they claim from their insurer- whether it’s their fault or not. The […]