Working from home – How to make sure your remote team is working
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 […]
Best Practice
Retirement in the time of COVID-19 – How to secure a sustainable income for life
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 […]
Good news – Life insurers have the reserve buffers to withstand COVID-19 fallout
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 […]
On-boarding of a client – FIC draft customer due diligence and risk assessment
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 […]
Vishing – Alert your clients to the latest practises
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 regulatory landscape – Understanding its jurisdictional challenges
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 […]
Saving money top priority for South Africans – Good news for financial advisers
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 […]
Fit and proper qualification requirements – Tribunal confirms FSCA decision
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 […]
Fundamentals of Estate Planning – Learn the basics and earn CPD hours
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 – Learn how to mitigate risk
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 – Learn how to mitigate risk
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 […]
Class of Business deadlines – Deadline looming for reps under supervision
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, […]
Hosting successful business meetings – Find out how and earn CPD hours
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 […]
Hosting successful business meetings – Find out how and earn CPD hours
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 […]
F & I Customer Service Course – Treating customers fairly made easy
The most valuable resource of a dealership is not its products – without customers there are no sales. If everyone in the business works as part of a unified team, where the focus […]
F & I Customer Service Course – Treating customers fairly made easy
The most valuable resource of a dealership is not its products – without customers there are no sales. If everyone in the business works as part of a unified team, where the focus […]
Investor behaviour – What impacts your clients’ decisions?
Understanding personal behaviour and motivation when investing is important to help clients make the right decision. People who invest are faced with countless decisions about which investments to choose, each with unique risks […]
