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Author Archive | Mark Bechard

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Top achievers in Wealth Management exams recommend Moonstone

The way Moonstone Business School of Excellence (MBSE) structured and ran the Higher Certificate in Wealth Management (HCWM) made completing the qualification manageable and a pleasure, even while working full time, says Etienne Janse van Rensburg, who was one the HCWM’s top students in 2021. Click here to find out more about the Higher Certificate […]

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Cyber incidents are companies top concern in 2022

Cyber incidents are companies’ top concern in 2022, says Allianz Risk Barometer

Cyber perils and business interruption are the two biggest concerns of companies around the world this year, according to the latest Allianz Risk Barometer. The 11th annual survey from Allianz Global Corporate & Specialty (AGCS) incorporates the views of 2 650 experts in 89 countries and territories, including chief executives, risk managers, brokers and insurance […]

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Expired drivers licence shouldnt automatically result in claim rejection

Expired driver’s licence ‘shouldn’t automatically result in claim rejection’

Insurers that belong to the SA Insurance Association (SAIA) should not reject claims solely because a driver’s licence has expired. SAIA was responding to a question about the implications for drivers who are involved in an accident without a valid driving licence card because of the backlog in issuing cards. The Department of Transport said […]

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FSCA gives financial institutions a new deadline to update their profiles

FSCA gives financial institutions a new deadline to update their profiles

The FSCA is now giving licensed financial institutions, including FSPs, until 31 January to verify or update their profile information on the FSCA’s e-portals. The authority issued the request for information in October last year, with a deadline of 15 December. After receiving numerous requests for an extension, the FSCA has moved the deadline to […]

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What are the courts saying about esignatures

What are the courts saying about e-signatures?

Tech Talk Legal, a series of free webinars that discuss the impact of technology on lawyers’ interactions with their clients and how legal professionals can use technology to enhance their practice, kick off at the end of this month. The first webinar, on Friday, 28 January, will focus on how technologies can be used to […]

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How advisers can protect against losing assets when wealth is transferred

Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the head of product for Ninety One’s investment platform. A significant transfer of wealth from the Baby Boomer generation (born between 1946 and […]

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