Technology is reshaping financial services
The COVID-19 pandemic and lockdown have changed the way we interact with each other. Most of us have embraced digital solutions and carried on with our jobs, but in a different manner altogether. […]
Services
Videos
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
Technology is reshaping financial services
The COVID-19 pandemic and lockdown have changed the way we interact with each other. Most of us have embraced digital solutions and carried on with our jobs, but in a different manner altogether. […]
Financial Services Providers – FSCA warns public to always check authorisation
In various press releases last week the FSCA has advised members of the public to always check that an entity or individual is registered with the FSCA to provide Financial Advisory & Intermediary […]
Financial Services Providers – FSCA warns public to always check authorisation
In various press releases last week the FSCA has advised members of the public to always check that an entity or individual is registered with the FSCA to provide Financial Advisory & Intermediary […]
Essential procedural considerations when debarring an errant representative
By Joani van Vuuren, Siya Ngcamu and Ilyaas Mayet of Webber Wentzel From the plethora of cases successfully referred to the Financial Services Tribunal for reconsideration of a decision to debar, it is […]
SA’s financial services sector – Roadmap to recovery post the pandemic for SA financial services sector
In response to the pandemic and based on research conducted in the 40 countries in which Kearney, a global management consulting firm operates, the firm released a report on the business implications that […]
Registration as an Essential Services Provider – Guidelines for Sole Proprietors
Since the announcement of the Level 4 Lockdown restrictions and the publication of the requirement that businesses that perform essential or permitted services need to register themselves as such with the Companies and Intellectual […]
Tax services – Now under umbrella of essential financial services
According to Government Gazette No. 43266, “services required to comply with an obligation imposed by or to exercise a right in terms of a tax Act” are now included within the range of […]
Moonstone Compliance Services – Now virtual and office based
Moonstone Compliance and Risk management would like to take this opportunity to inform our valued clients that as from Monday, 11 May 2020, our physical office will be reopening. A number of our clients by […]
Moonstone Compliance Services – Now virtual and office based
Moonstone Compliance and Risk management would like to take this opportunity to inform our valued clients that as from Monday, 11 May 2020, our physical office will be reopening. A number of our clients by […]
Tough times brings tough measures for the financial services industry
As governments are rolling out tougher measures to halt the rapid spread of the coronavirus pandemic, criminals are taking advantage of the ensuing anxiety to defraud victims online. The sudden increase in remote […]
Financial services and technology – Opportunity to understand and earn CPD hours
FinTech essentially encapsulates the intersection between the financial services industry and technology. The importance of FinTech is evidenced in the manner in which it is currently disrupting traditional financial models and structures. The […]
Financial Services Tribunal – New premises and new rules
Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came […]
Financial Services Tribunal – New premises and new rules
Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came […]
Higher Certificate in Wealth Management – Opens doors into the Financial Services industry
New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are […]
Ombudsman for Banking Services report – Increase in number of complaints
The Ombudsman for Banking Services (OBS) published its annual report, showing an increase in the number of complaints received. According to Chairman, Advocate John Myburgh, the statistics for 2018 demonstrate that the need […]
Ombudsman for Banking Services report – Increase in number of complaints
The Ombudsman for Banking Services (OBS) published its annual report, showing an increase in the number of complaints received. According to Chairman, Advocate John Myburgh, the statistics for 2018 demonstrate that the need […]
