LinkedIn as prospecting tool – Nine top tips for advisers
“Whether we like it or not, social media is here to stay. Done well, it can be a powerful tool for your business, helping you raise your profile online and stay connected with […]
Industry News
Cell Captive insurance standard – Moonstone’s Regulatory Update Webinar will clarify requirements and impact
In July this year, the FSCA published a revised draft Conduct Standard setting out requirements relating to third party cell captive insurance business, with the main objective to prescribe the requirements that cell […]
Power outages and FIC reports – Onus on you to prove you were powerless
Recent load shedding schedules and power outages have a huge impact on businesses. In a recent Notice, the Financial Intelligence Centre (FIC) notified financial institutions that, where institutions have a requirement to submit […]
Credit Ombud Disputes – Annual report shows decrease in disputes and faster turnaround times
The purpose of the Credit Ombud is to provide a safe haven in which consumers and credit providers can resolve their disputes. How did this body fare over the past year and what […]
Credit Ombud Disputes – Annual report shows decrease in disputes and faster turnaround times
The purpose of the Credit Ombud is to provide a safe haven in which consumers and credit providers can resolve their disputes. How did this body fare over the past year and what […]
Important changes to General Code of Conduct and Fit and Proper requirements – Moonstone webinar explains impact of changes on you
Towards the end of June 2020, the Financial Sector Conduct Authority (FSCA) published the final amendments to the General Code of Conduct as well as Fit and Proper requirements under the FAIS Act. According […]
Important changes to General Code of Conduct and Fit and Proper requirements – Moonstone webinar explains impact of changes on you
Towards the end of June 2020, the Financial Sector Conduct Authority (FSCA) published the final amendments to the General Code of Conduct as well as Fit and Proper requirements under the FAIS Act. According […]
Working from home – Can you claim from SARS?
“Amid some uncertainty, SARS has confirmed that full-time employees will be able to claim home-office expenses during lockdown. But you have to work from home for at least six months of the tax […]
Working from home – Can you claim from SARS?
“Amid some uncertainty, SARS has confirmed that full-time employees will be able to claim home-office expenses during lockdown. But you have to work from home for at least six months of the tax […]
Update on phasing out of financial emigration – Three-year limit to be introduced
Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020 (Draft Tax Bill). One of the proposals of the Draft Tax Bill relates to an overhaul of the […]
The ABC of investment advice – There are no shortcuts to compliance
Although many might feel that the Sharemax debacle is old hat, and that FSPs could not have foreseen its implosion, it still serves the purpose of reminding us of the basics of compliance […]
Clarifying the OSTI’s role – It’s all about a balance of probabilities
As intermediaries, we have a very important role to play when a dispute arises between a client and the insurer. Understanding the roles of the various parties can help us retain clients by […]
Business Interruption Case heard in High Court – Judgment reserved
The Western Cape High Court case between Ma-Afrika and Stellenbosch Kitchen versus Santam was heard on 1 September, with the ruling delayed. The applicants’ legal team requested that the judgment be handed down before […]
Business Interruption Case heard in High Court – Judgment reserved
The Western Cape High Court case between Ma-Afrika and Stellenbosch Kitchen versus Santam was heard on 1 September, with the ruling delayed. The applicants’ legal team requested that the judgment be handed down before […]
Consumer online expectations – A lot more focus required
Less than half of all the consumers who reached out to their bank and insurer on social media received a response from their service provider. This was the finding in a recent BrandsEye’s […]
CPD –Start the new cycle off on the right foot
At the start of the new CPD cycle on 1 September 2020, we should bear the following basic CPD principles in mind: ● CPD should be implemented in a structured manner where the FSP has […]
Moonstone Regulatory Update Webinar 2020 – Registration now open
Moonstone Compliance, in conjunction with the Moonstone Business School of Excellence, is excited to announce that registration for the popular annual regulatory update workshop, hosted as a webinar on 29 September 2020, is now open. […]
