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Home / Author: Moonstone Information Refinery / Page 151

Author: Moonstone Information Refinery

Videos

What’s on the FIA’s agenda? Interview with FIA CEO Lizelle van der Merwe

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The FSCA and the intermediary: An interview with FIA President Ronald King

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Moonstone is at the FIA Advice Summit 2026- Puts the Future of Financial Advice in Focus

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Balloting exemption when CIS portfolios are amalgamated now in effect

FSCA says giving investors in a targeted portfolio an opportunity to object will not effectively nullify the exemption.

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Don’t stop paying tax, vote for a better government, says Sars commissioner

Edward Kieswetter also shares his views on tax breaks for home electricity generation and a wealth tax.

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BrightRock squashes rumours about ‘hidden reason’ for Sanlam buy-out

BrightRock paid out over a billion rand in claims in 2022, which was more than the total claims paid in its first seven years in the market.

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Which medical scheme has the most satisfied members?

Survey compares Bestmed, Bonitas, Discovery, Medihelp and the Government Employees Medical Scheme.

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Key individual asks for R500k fine and five-year debarment to be reconsidered

Applicant argues that non-compliance is not a contravention when the law does not provide for a penalty.

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South Africans aren’t receiving proper financial advice when they need it most

Survey finds most wish they had treated money as a growth asset when they were younger.

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Consumers relying on unsecured loans as inflation and interest rate increases bite

Cash-strapped South Africans spending more on essential items such as food at the expense of insurance products, says DebtBusters.

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BrightRock will remain a separate division after Sanlam acquires full ownership

Also, the group’s fiduciary business will be sold to Capital Legacy Solutions, in which Sanlam will have a have a 26% stake.

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What trustees should know about the amendments to the Trust Property Control Act

Among other things, trustees are obliged to keep adequate records in relation to beneficial ownership.

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Easier winding-up process for retirement funds that decide to go into liquidation

FSCA implements notice exempting funds from certain qualifying criteria in Board Notice 75.

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FSCA fines Globex for unauthorised ODP activities

The contraventions were a result of a misinterpretation of the legal position.

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High Court rules on the inclusion of ‘on the road’ fees in credit agreements

National Credit Regulator wanted three vehicle finance houses to refund consumers OTR fees and interest charged since 2007.

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Moonstone Group extends condolences to the family of Ainsley Moos

The chairperson of Stellenbosch University’s council was also a director on Moonstone’s board.

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FSCA grants another extension for exemption on payment for collecting premiums

An independent intermediary must be authorised by the insurer to engage in ‘direct collection of premium’ activities.

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FIC to host free webinar on money laundering and terrorism financing risks

The workshop will focus on identifying, monitoring, mitigating and managing risks.

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Sanlam pays tribute to ‘titan’ Desmond Smith

It says Smith played a key role in laying the foundation for the financial services group as it currently exists.

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Your child can receive a retirement income of R80 000 a month in today’s money, says asset manager

Coronation illustrates how you can use a tax-free investment to harness the power of compounding.

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Updated 26 October 2026

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