unclaimed assets – Moonstone Information Refinery

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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

FSCA proposes a central fund to tackle R88bn in unclaimed assets

The FSCA has proposed establishing a single central unclaimed assets fund into which all unclaimed assets should be transferred. This is one of 13 recommendations in its discussion paper on unclaimed assets, which […]

Pending cross-sector regulations that may apply to FSPs

The FSCA has provided an update on how it is progressing with a number of regulatory frameworks that will apply across the financial services sector, including to FSPs. The details are contained in […]

Unclaimed assets remain a major headache

The FSCA’s “Regulation Plan: 1 April 2022 to 31 March 2025”, which was released last week, highlighted certain high-priority areas that it aims to address in this period. Mark Bechard of Moonstone reports […]

Asisa members unite R22.7bn with policyholders, investors, beneficiaries and heirs

Members of the Association for Savings and Investment South Africa (Asisa) united policyholders, beneficiaries, investors and heirs with unclaimed assets worth R22.7 billion in 2021, Asisa said in a statement. The assets were […]