Best Practice – Page 18 – Moonstone Information Refinery

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

The impact of the 10% adjustment to the lump-sum retirement benefits table may be less than you think.

Many South African investors are obsessed with the exchange rate when making an offshore investment. Here’s why it’s less of a factor than you think.

Insureds don’t always keep pace with the impact of volatility and changes in their operating environment.

Prejudicial treatment of advisers does not add to improving the image of the industry.

An outbound money transfer may now take much longer than a week or two.

Our Further Education and Training Certificates provide a pathway to further qualifications.

Provides guidelines on how to avoid being caught out.

Many businesses are operating under the false belief that their insurance policy adequately covers data security and privacy exposure.

Are clients covered against such theft?

One can foresee that lawyers who have taken the time to understand ChatGPT will be able to utilise it for everyday tasks.

The intention of the grid failure exclusion is not to cancel power surge cover, the insurer says.

Advice from a qualified intermediary on how to interpret an insurer’s policy wording is essential.

Applications for the second semester of 2023 are already open.

The huge strides being made by developments in this field should be seen as a wake-up call for financial advisers.

The minimum contribution depends on whether a member opts for a retirement benefit only or retirement and insured benefits.

The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.

How your wealth would have changed over the past 20 years if you had implemented various strategies