Continuous Professional Development – Progress check
With less than 80 days before the end of the current CPD cycle, now is an opportune time to take stock, and action, if required. As you are no doubt aware, certain categories […]
Author: Janine Geldenhuys
Pension Benefits – Permissible deductions where fraud is alleged
A recent determination by the Financial Services Tribunal concerned the PFA’s order to release withdrawal benefits to employees. The employer challenged this decision as it originally withheld the benefits based on a disciplinary […]
Correction – Morningstar 2020 South Africa Fund Award Winners
An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Future of local investments – Impact of Moody’s downgrade
It was recently announced that South Africa is in its second recession in two years. The question now is what will happen if Moody’s rescinds South Africa’s remaining investment-grade credit rating. How will […]
Key Individual Workshops – Book your seat today
Seats are still available to attend Moonstone’s popular KI workshops in Durban, Johannesburg and Cape Town. More about the workshop The Fit and Proper requirements published in December 2017 introduced a whole new set […]
Low Cost Benefit Options and Demarcation – BHF also criticises announcements
The announcement by the Council for Medical Schemes (CMS) that no primary health insurance plans and low-cost benefit packages would be permitted after March 2021 was met by severe criticism from the industry. […]
Low Cost Benefit Options and Demarcation – BHF also criticises announcements
The announcement by the Council for Medical Schemes (CMS) that no primary health insurance plans and low-cost benefit packages would be permitted after March 2021 was met by severe criticism from the industry. […]
Coronavirus – Possible impact on the insurance industry
Although South Africans are assured that measures are in place to detect, manage and contain any cases of the Coronavirus, what will the impact be on the insurance industry? “Don’t look for much […]
Coronavirus – Possible impact on the insurance industry
Although South Africans are assured that measures are in place to detect, manage and contain any cases of the Coronavirus, what will the impact be on the insurance industry? “Don’t look for much […]
Proposed Zero alcohol limit for drivers – How will it influence the insurance industry?
Fikile Mbalula, Minister of Transport, plans to implement the 0% legal blood-alcohol limit on South African roads by June 2020 as part of the new AARTO Act. How will this impact on your clients’ […]
Vishing – Alert your clients to the latest practises
The dictionary describes vishing as “the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable companies in order to induce individuals to reveal personal information, such as […]
CIS grows assets to R2.5 trillion – Last quarter shows small net outflow, risk aversion
The Association for Savings and Investment South Africa (ASISA) recently released the Collective Investment Schemes (CIS) industry statistics for the quarter and year ended December 2019. It shows strong net inflows of R123.2 billion for […]
Investments – How long is long-term exactly?
In a recent Moneyweb article, Patrick Cairns discusses the question: How long is long term, exactly? “Many investors might consider five years a good period of time to dedicate to a particular strategy. […]
Customer due diligence – FIC clarifies who is responsible for what, and when
The Financial Intelligence Centre (FIC) has just published Public Compliance Communication No 43 (PCC43). The objective of the communication is to provide accountable institutions (AI) with the FIC’s view on compliance with their customer […]
Financial Intelligence Centre Act – Accountable institutions to comply to all the obligations
The Financial Intelligence Centre (FIC) has published draft Public Compliance Communication no 109 (PCC 109). The objective of the communication is to provide clarity on the FIC’s position regarding the commencement and enforceability of […]
