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Home / Industry News / Page 169

Industry News

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Budget: Key changes for taxpayers and investors

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Budget: Key changes for taxpayers and investors

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Key compliance issues for FSPs in 2025/26

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Get to know your customer – Survey insights always add value

Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]

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Get to know your customer – Survey insights always add value

Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]

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Higher Certificate in Wealth Management – Opens doors into the Financial Services industry

New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are […]

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TransUnion SA Industry Insights Report – More South Africans are relying on credit

The latest TransUnion’s Industry Insights Report found that unsecured credit products, including credit cards and personal loans, which are typically used to fund household expenses and smaller ticket purchases, saw a significant year […]

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Millennial investment approach – Financial Advisers need to play guiding role

Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]

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Insurer shows disregard for In Duplum rule application

There is a common law rule that the interest on a loan cannot exceed the outstanding capital component of the loan. A provision in the Insurance Act 27 of 1943 exempted policy loans […]

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Financial Adviser Challenges – How to attract the millennial market

In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]

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Financial Adviser Challenges – How to attract the millennial market

In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]

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Benchmark of customer satisfaction shows TCF is key

What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. […]

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The Trust Dilemma – Earn CPD hours when you attend the facilitated training session

In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills […]

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July holidays – the must-have insurance checklist

In a recent media article, Product Development Actuary for Sanlam Individual Life, Karen Bongers shares a checklist of insurance must-haves that will definitely come in handy before you lock up and set off […]

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Engaging with your customer – Is there a “too much”?

Tony Vidler, expert in professional services on creating strong personal branding and target marketing positioning, investigates the principle of customer engagement in a recent IRIS article. What level of contact with customers is […]

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Debarment – FSCA’s role in the process

The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. The Guidance […]

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Business Ethics Survey – Financial Services industry represents a mature culture

The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]

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Business Ethics Survey – Financial Services industry represents a mature culture

The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]

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Outcome-based investing – Comparing it with a one day cricket game

South Africa’s hopes of a semi-final place at the 12th edition of the Cricket World Cup looked dismal after their fixture against the West Indies at the Rose Bowl was washed out last […]

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Continuous Professional Development – An ongoing obligation

The recently published FSCA guidance note makes it very clear that the days of “tick a box” compliance is over: It will be extremely difficult to comply with the general competence requirements without […]

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