SA cyber attacks – Major spike causes concern
According to the AON 2019 Global Risk Management Survey, cyber-attacks and data breaches are expected to jump to the third-highest overall risk in 2022. Currently it is listed in the 6th position on […]
Industry News
FSCA Retirement Funds Supervision Division Workshop – Who should attend?
The FSCA’s Retirement Funds Supervision Division (RFSD) will be hosting an educational workshop that aims to provide guidance for trustees on certain key aspects of the Pension Funds Act, 1956 and the Financial […]
Brand Awareness Survey – Aims to improve CMS’ service levels
The Council of Medical Schemes (CMS) is conducting a survey for medical scheme members and beneficiaries to gauge the level of their awareness regarding the services offered by the CMS to members and […]
Current CPD cycle ends 31 May 2019 – 31 days to go
Have you done enough professional reading, attended conferences as well as courses and lectures to ensure that you have enough hours for CPD purposes? The reality is that there is little more than […]
Higher Certificate in Wealth Management (HCWM) – 10 reasons why you should enrol
The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kick-start your career in financial planning. The HCWM is recognised by […]
The FTSE/JSE All Share Index up over 8.5% – Is it sustainable?
The JSE has had a strong start to 2019 despite net foreign selling. What does that say about the sustainability of the gains? In a recent article on Moneyweb Patrick Cairns discusses the […]
The Higher Certificate in Wealth Management – A foundation qualification for financial advisors
Just entered the financial services industry? Mapping your financial planning career? Need to obtain a foundation level qualification for Fit and Proper requirements? Want to upskill yourself in an ever increasingly complicated field? […]
Retirement fund default regulations – Three steps in the right direction
On 1 March 2019, three new regulations on retirement savings came into effect. These default regulations impact three important areas of retirement saving: how a member’s contributions are invested while you are accumulating […]
Retirement fund default regulations – Three steps in the right direction
On 1 March 2019, three new regulations on retirement savings came into effect. These default regulations impact three important areas of retirement saving: how a member’s contributions are invested while you are accumulating […]
Latest research on life cover – Surprising outcomes
Life cover is generally perceived to be appropriate for married couples and family breadwinners. The direct marketing company, Olico, has however now found that the most common buyer of life assurance is not […]
What are reasonable precautions? – Ombud’s view provides guidance
In the current tough economic times, and as financial pressures increase, fraudulent claims are a major challenge to the short-term insurance industry. In order to address this, insurers rely more and more on […]
Fit & Proper qualification requirements
– Ensure appropriate qualification for the applicable financial product One of the frequent questions we receive around the new Fit and proper Determination (Board Notice 194 of 2017) is whether or not a […]
Fit & Proper qualification requirements
– Ensure appropriate qualification for the applicable financial product One of the frequent questions we receive around the new Fit and proper Determination (Board Notice 194 of 2017) is whether or not a […]
Your DOFA and RE requirements
“My DOFA date is 1st August 2016. Is my deadline to pass the Regulatory Exam 30 June 2019?” Moonstone receives many queries about the deadline for Regulatory Exam requirements. To answer this question and all FAIS related […]
Collection of insurance premiums – Update on regulatory framework
Just before year end, the Financial Sector Conduct Authority (FSCA) published FSCA Communication 2 of 2018: Update on the future of the premium collection regulatory framework under the Short- and Long-term Insurance Acts. […]
Collection of insurance premiums – Update on regulatory framework
Just before year end, the Financial Sector Conduct Authority (FSCA) published FSCA Communication 2 of 2018: Update on the future of the premium collection regulatory framework under the Short- and Long-term Insurance Acts. […]
ASISA Retirement Savings Cost Disclosure Standard
– Aims to build trust not expose hidden costs “Big financial services companies may soon need to find new ways to pad their earnings, as a new industry standard is threatening to expose […]
