Material terms – 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

Firm sues broker for neglecting to effect business interruption cover

A Cape Argus article dated 24 June 2021 relates the details of a short-term insurance client who is suing his broker for negligence in failing to effect insurance against business interruption, leading to […]

Review Material Terms Regularly

We recently discussed two determinations made by the Ombud for Financial Services Providers in which she found that the respondents were lacking in their duty to provide clients with a reasonable explanation of […]