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 […]
Industry News
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. […]
PSG Asset class perspectives – Looking beyond the corona crisis
In the same way that the COVID-19 pandemic has created a new normal with a future that looks quite different to the one that all predicted at the start of 2020, there are […]
Developing healthy financial habits through various life cycles – Top tips for your clients
When it comes to savings, there is no blanket approach that covers every life stage. In your 20s, you have completely different priorities compared to your 50s. As you get older, your priorities […]
Essential procedural considerations when debarring an errant representative
By Joani van Vuuren, Siya Ngcamu and Ilyaas Mayet of Webber Wentzel From the plethora of cases successfully referred to the Financial Services Tribunal for reconsideration of a decision to debar, it is […]
Critical addition to medical procedures underlines the need for Gap cover
With the increase in medical innovation, gap cover is becoming increasingly critical, especially where robot assisted surgery is concerned. “Medical technology is always pushing the boundaries of innovation, and one of the latest […]
Critical addition to medical procedures underlines the need for Gap cover
With the increase in medical innovation, gap cover is becoming increasingly critical, especially where robot assisted surgery is concerned. “Medical technology is always pushing the boundaries of innovation, and one of the latest […]
United Kingdom Test case on Business Interruption Claims – SA High Court ruling cited
The Without Prejudice website recently published an article, written by Christine Rodrigues and Keryn Layton-Mccann of Bowmans, on the UK’s Financial Conduct Authority (FCA) efforts to obtain legal clarity on whether insurers are […]
United Kingdom Test case on Business Interruption Claims – SA High Court ruling cited
The Without Prejudice website recently published an article, written by Christine Rodrigues and Keryn Layton-Mccann of Bowmans, on the UK’s Financial Conduct Authority (FCA) efforts to obtain legal clarity on whether insurers are […]
FSCA Notices – Extension of various exemptions
The FSCA has released the following Notices: 1. FSCA FAIS Notice 68 of 2020 Amendment of Exemption of Certain FSPs who are Long-term Insurers or Short-term Insurers from Section 13 of the General […]
