According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]
According to Donald Miller of Business Made Simple, there are 4 main roles people gravitate towards in a crisis Victim, Hero, Villain or Guide. Once we become aware of what those are, we are better […]
In a recent media release, Enos Ngutshane, the President of the Institute of Retirement Funds Africa (IRFA) strongly encourages members of the industry association and the retirement sector as a whole to support […]
The COVID-19 pandemic has led to a persistent flood of information. Amidst the overload of information, everyone is trying to deal with the new way of working, or the “new normal”, as it […]
One of the top questions leaders ask these days is how do I manage my staff remotely and keep everyone productive? The default answer to this question seems to search for ways to […]
Living annuities has become the product of choice when it comes to retirement for most advisers. The Coronavirus has shattered the myth that there is no place for the guaranteed annuities we have […]
The South African life insurance industry has more than double the legally required reserve buffers in place and is therefore well positioned to deal with the COVID-19 fallout over the coming months. The […]
The Financial Intelligence Centres recently published Draft Public Compliance Communication 108 (PCC 108) with the objective to provide clarity on certain practical application issues relating to the on-boarding of a client in terms of Chapter 3 […]
The dictionary describes vishing as “the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable companies in order to induce individuals to reveal personal information, such as […]
The FSCA has just released its Perimeter Report of 2020, a report that identifies activities that are testing the FSCA’s regulatory perimeter, that boundary that separates regulated and unregulated activities. This has been […]
South Africans have resolved to save money this year, according to the results of an online YouGov survey commissioned by YouTube. According to the survey, 59% of South African adults have set this […]
Failure to comply with fit and proper requirements within set timelines may lead to debarment, an action that will prevent an individual from rendering financial services and functioning as a representative. However, in […]
Estate planning is a very important aspect of holistic financial planning. It gives clients comfort knowing that they have properly planned and made provision to protect their loved ones in the event of […]
Business continuity is vital for any business or organisation that provides services to clients in the event the service is disrupted in any way. The Moonstone Business School of Excellence has designed a […]
Business continuity is vital for any business or organisation that provides services to clients in the event the service is disrupted in any way. The Moonstone Business School of Excellence has designed a […]
The Fit and Proper requirements of Board Notice 194 of 2017 determined various requirements that must be implemented and complied with before specific deadline dates. One of the most important deadlines is 31 January 2020, […]
We have all sat through them. We have prayed for them to end, or we have been intimately involved in them. We have contributed to them, or listened to others drone on in […]
