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The FSB’s Information Letter 4 of 2014 discusses changes to the tax deductibility of income protection policies in view of changes announced in the Taxation Laws Amendment Act which became effective on 12 December 2013. From 1 March 2015, premiums paid in respect of these policies will no longer be tax-deductible, but the proceeds will be…
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Moonstone reopens on 5 January 2015, and the first exams will be available as follows: Permanent Centres: 12 January 2015 Satellite Venues: 26 January 2015 Preparation Material Fully updated resources are available for those requiring access to the legislation applicable to the regulatory examinations: Click on the following highlighted…
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It has been a long and winding political road for Justice Minister Emmerson ‘The Crocodile’ Mnangagwa. But he now stands on the brink of succeeding President Robert Mugabe, following his naming as first Vice President (VP) on Wednesday, December 10. The move – expected since the vilification campaign against former VP Joice Mujuru began…
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More clarity on what constitutes causal event charges emerged from a recent Pension Fund Adjudicator determination after the complainant submitted that the deductions were “…exorbitant and do not comply with the principles of Treating the Customer Fairly. The complainant further submits that the response he received from the second respondent…
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A recent determination by the FAIS Ombud ruled that the broker be held accountable for the loss incurred by the client, following a mistake by the product provider which the broker failed to pick up. Details of the case were discussed in an article published on 27 November titled: A Costly Oversight. Discovery Insure subsequently issued a media…
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Golfer: “I’d move heaven and earth to break 100 on this course.” Caddie: “Try heaven, you’ve already moved most of the earth.” Golfer: “Do you think my game is improving?” Caddie: “Yes, you miss the ball much closer now.” Golfer: “Do you think I can get there with a 5 iron?”…
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2014 Compliance Report Workshop

FSPs not obliged to appoint a compliance officer need to submit their 2014 Compliance Reports by the end of February 2015. We invite all those affected to pre-book their seats at this popular annual event. Attendees will be assisted with the timely completion and submission of their reports. Book Now: http://www.moonstone.co.za/moonstone-events/…
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Binder Agreements and Fees under RDR

The FSB’s views of the current landscape of the industry are contained in Section 2 of the retail distribution review discussion document, and are broken up in sector specific sections. Binder agreements and related fees received a lot of attention prior to the publication of this document, and from the detailed discussion it is evident that…
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Moonstone RDR Workshops

The Retail Distribution Review will have a huge impact on the way business is conducted in all sectors of the financial services industry. We expect two reactions to the proposals: those who dig in their heels and fight it to the bitter end, and those who realise that change is inevitable, and become “early adopters”. The industry has the opportunity…
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