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Home / Best Practice / Page 25

Best Practice

Videos

Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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Budget: Key changes for taxpayers and investors

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Cutting through the noise to provide suitable financial advice

The Momentum Investments & Oxford Risk Noise and Investment Advice Study brought some interesting facts to light on the effect subjectivity has on the advisor as well. With its purpose to detect variation […]

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Do you project your own attitude to risk into client assessments?

“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]

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Do you project your own attitude to risk into client assessments?

“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]

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Professional qualification – Second chance to register

Here is some good news for you if: -your study plans were interrupted by the pandemic -you left it too late to register for studies in the 2021 academic year -you were unsure […]

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Why South Africans need the lifeline of income protection

In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]

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Why South Africans need the lifeline of income protection

In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]

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Consumer sentiment survey paints a picture of vulnerability

Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]

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Consumer sentiment survey paints a picture of vulnerability

Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]

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Easter Weekend – Stay safe on (and off?) the roads

With the Easter weekend upon us, we can expect higher traffic volumes, as many of us will be on the roads heading to holiday spots or visiting family and friends all over the […]

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Long-term insurance complaints – What does the Ombud require from insurers?

The Ombudsman for Long-term insurance mediates in disputes between members of the long-term insurance industry and policyholders. As we await the release of the Ombud’s 2020 Annual Report to see the impact of […]

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Important changes to Top 3 Rates in Moonstone Investment Indicators

Financial advisers place a high premium on the rates we publish every week, specifically because it can be presented to clients as unbiased and reliable, having been produced since July 2000. The top […]

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Global Money Week highlights economic challenges for young people in SA

Global Money Week (GMW) officially launched on Monday with an event live streamed from Paris featuring a high-level panel of global leaders and public authorities providing key insights on how to advance financial […]

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Money Smart Week 2021 – Take care of yourself, take care of your money

Money Smart Week South Africa (MSWSA) is here. The financial literacy initiative of the National Consumer Financial Education Committee (NCFEC), aims to motivate and empower South Africans to become better educated about their […]

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Money Smart Week 2021 – Take care of yourself, take care of your money

Money Smart Week South Africa (MSWSA) is here. The financial literacy initiative of the National Consumer Financial Education Committee (NCFEC), aims to motivate and empower South Africans to become better educated about their […]

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Broker of the future – It is not so much about what you do, but how

If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]

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Broker of the future – It is not so much about what you do, but how

If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]

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FSCA requires FIC compliance information by 31 March 2021 – read FAQs here

In February 2021, the FSCA published a Notice to make the industry aware that the Directive to provide information (DPI) for 2021 is available for online completion and submission from 1 March 2021 […]

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Investment Rates

 

Updated 25 May 2026

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Money Market funds

Updated 25 May 2026

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F&I compliance is good for business and customers
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