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Home / Author: Moonstone Information Refinery / Page 86

Author: Moonstone Information Refinery

Looking back at this year’s FPI Professional’s Convention

Video interview: Kirsty Scully, the chairperson of the FPI, and Lelané Bezuidenhout, the chief executive of the FPI, on the key take-aways from the Financial Planning Institute’s two-day convention.

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Unlock the potential of AI in cybersecurity: webinar on the importance of reducing human cyber risk

Join Moonstone Business School of Excellence for an eye-opening webinar that will transform the way you think about digital defence in the financial industry.

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Supreme Court of Appeal dismisses challenge to the procedural fairness of sections of the FSR Act

It was argued that the Act does not require the FSCA to invite submissions before deciding whether a person has contravened a financial sector law.

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DAY 2 LIVE from the 2023 FPI Professional’s Convention

The second and final day (15 November) of the 2023 FPI Professional’s Convention just got underway at the Sandton Convention Centre and online.

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Fund members must understand the implications of annuity choices, says FAIS Ombud

The restrictions on accessing funds within a life annuity should be made clear.

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Penalties loom for non-compliance with OPFA information requests

OPFA 2022-2023 Annual Report annual report highlights key determinations in pension administration law.

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Become an effective manager: webinar on tackling poor workplace performance

Moonstone Compliance’s free webinar will provide you with the skills to investigate and manage poor performance.

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Time is running out to apply for a crypto asset licence

One can continue to render crypto asset financial services if the application is submitted by 30 November.

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‘Due care and diligence’ at the centre of BHI Trust probe – FSCA

The FSCA’s investigation into FSPs who might have suggested the trust to their clients aims to assess whether these providers took into account suitability and risk factors.

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Survey unpacks corporate taxpayers’ perceptions of Sars’s service

The results indicate an improvement in the level of service since 2018, but many taxpayers say it has become harder to comply with their obligations.

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Higher level of compliance by individual taxpayers this filing season

But Sars has identified categories of non-compliant taxpayers who face penalties and legal action if they don’t come clean.

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Two pots: six critical pillars financial advisers need to know when guiding their clients

While the two-pot retirement system will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early access.

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FAIS Ombud thanks FSPs for their co-operation to resolve disputes

The Ombud aims to issue determinations only as a last resort.

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Cyber insurance: ‘brokers have their work cut out for them’

Business owners may be labouring under a false sense of security when it comes to the extent of their liability cover.

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Student Hero takes the strain out of applying for education funding

Students who enrol with MBSE have four options to fund their studies. This week, we look at what Student Hero offers.

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Case studies of settlements facilitated by the FAIS Ombud

In two cases, the representatives did not advise the clients adequately of terms that were material to the products’ benefits.

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Financial services group highlights the role of the private sector for NHI to work

Adrian Gore says private sector funding is essential to maintain the quality of the healthcare system.

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