Archive | Best Practice


Tough times call for innovative thinking

The non-life insurance sector in South Africa, more commonly known as the short-term insurance industry, has arguably experienced its most challenging three years. Although provision was made for possible disasters such as fire and flooding, there were several unexpected events that turned the industry upside down. The Global Claims Review, conducted by Allianz Global Corporate […]

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Check out MBSE’s redesigned and updated National Credit Act courses

Moonstone Business School of Excellence (MBSE) has completely revamped its two popular online courses on the National Credit Act (NCA) and will add a third course. All three courses provide the practical knowledge that credit providers and credit agents need when applying the NCA in their day-to-day activities. All three courses are ideal for credit […]

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Unclaimed assets remain a major headache

The FSCA’s “Regulation Plan: 1 April 2022 to 31 March 2025”, which was released last week, highlighted certain high-priority areas that it aims to address in this period. Mark Bechard of Moonstone reports as follows: The FSCA said the treatment of lost accounts and unclaimed assets within the financial sector “remains a significant concern”. In […]

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Advisory intermediaries urged to draw up agreements to limit their liability

The risk landscape in which FSPs are operating is becoming more complex and difficult, and advisory intermediaries should take steps to protect themselves by entering into service contracts that will limit their liability, says Steve von Roretz, director of Leppard Underwriting. In a presentation at a recent InsureTalk webinar, Von Roretz said FSPs are not […]

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Only days left to apply for MBSE’s second semester

Applications to enrol for one of Moonstone Business School of Excellence’s accredited qualifications close on Monday, 27 June. If you want to kick-start a career in the financial services sector, or if you’re already in the industry, broaden your prospects, then you need a recognised and relevant qualification. MBSE has a proven track record of […]

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Estate planning should be a continuous process of managing your assets and liabilities

Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there are no unexpected surprises your family will have to deal with. Although estate planning is often perceived as the final stage of […]

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How to win your professional clients’ loyalty for the long term

Most intermediaries will agree that finding cover that completely addresses the needs of professionals is a tough ask. This market faces myriad unique challenges. There needs to be a greater understanding of what professionals really need – and a corresponding, cost-effective product selection to address this. This starts by ensuring your client has a valid […]

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