This Toolkit makes POPIA compliance more practical for businesses
Moonstone Compliance’s POPIA Toolkit gives businesses a structured, practical way to navigate POPIA through customisable templates, checklists, and risk-management tools.
Author: Moonstone Information Refinery
Preparing for diminished capacity: what advisers need to consider
An ADASA webinar will bring together financial, legal, and ethical expertise to explore how professionals and families can prepare before difficult decisions become urgent.
COFI will connect what financial institutions offer, say, and deliver
The outcomes-based framework links product and service governance with customer expectations and the experience that follows.
FST draws the line between suspicion and proof in adviser’s debarment case
The decision examines why client complaints, cellphone records, and handwriting evidence failed to establish dishonesty on a balance of probabilities.
Husband’s domicile no longer decisive in cross-border marriage disputes
Practitioners say the judgment may reshape how assets, spousal claims, and property transactions are handled where marriages span several jurisdictions.
Your crypto could be lost when you die – even if it’s in your will
Estate planning for digital assets must address a critical practical problem: ensuring executors can find and access them without compromising security during your lifetime.
FIC warns of penalties after poor RCR compliance
Less than half of the first group of accountable institutions had submitted their returns by mid-July, while submissions from the second group are low.
Minister approves draft regulations for virtual affidavits
The proposed framework would allow affidavits to be commissioned remotely through live audiovisual technology.
MBSE expands regulatory exam training with new RE1 programme
Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.
Treasury faces seven-day deadline over withheld municipal funds
Lawmakers want legal questions over withheld equitable-share allocations resolved as Treasury begins releasing billions of rand to compliant municipalities.
Planning for retirement is improving, but reality is proving costlier
FNB’s survey shows more South Africans are preparing for retirement, while retirees’ experiences disclose the financial pressures that many did not anticipate.
Investment benchmark debuts with strong customer experience score
The inaugural benchmark outperformed the global standard, while the life insurance results highlighted a similar gap between customer experience and perceived value.
How retailers quietly persuade you to spend more
From store layouts to limited-time specials, understanding the psychology behind shopping can help consumers avoid impulse purchases and keep their budgets on track.
Discovery research links sleep debt to higher accident risk
Discovery Insure says four years of research show sleep debt is one of the strongest predictors of accident risk, prompting it to add sleep to its behaviour-based insurance model.
Poor sales process alone does not justify debarment
The Tribunal held that procedural shortcomings must be distinguished from conduct showing a representative lacks honesty and integrity.
PIC faces mounting governance scrutiny
The FSCA’s investigation forms part of a wider sequence of governance developments at the state-owned asset manager.
What makes a great financial planner? MBSE’s top achievers have one answer
The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.
