CPD – Are you mapping your progress?
As you wrap up the year before the New Year rings in, it is a good time to check your CPD hour status as well. With less than 170 days remaining, how are your […]
Industry News
Silly shopping season now open – Stay safe out there
We are in the midst of the holiday season, a time when frenetic festive season shopping clouds many minds. Fraudsters and thieves are only too aware of this. In a media interview, Charnel […]
Silly shopping season now open – Stay safe out there
We are in the midst of the holiday season, a time when frenetic festive season shopping clouds many minds. Fraudsters and thieves are only too aware of this. In a media interview, Charnel […]
Low-cost and health insurance products “debarred” – Will the poor suffer most?
The Council for Medical Schemes (CMS) has published a circular in which it prohibits South African medical aids from offering Low-Cost Benefit Options (LCBO) to low-income market segments. Furthermore, no products based on […]
Avoid being scammed this festive season – Five tips not to fall prey to scammers
With the festive season in full swing, South Africans, armed with bonuses, stokvel payouts, savings and the spirit of giving, are set to spend big over the next few weeks. Phiko Peter, Client […]
FAIS Ombud Annual report – Unpacking the statistics
During the financial year the OFO received a total of 9323 new complaints, a reduction of 8.7% from the 10 211 received during the 2017/2018 financial year. However, the OFO finalised 9954 complaints, 6.8% […]
FAIS Ombud Report – What are the emerging trends?
The Office of the FAIS Ombud (“OFO”) released its Annual Report for the year 2018/2019 last week, providing a review of its performance over this period. During the financial year the OFO received […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
Insurance Crime Bureau Annual Report – Trends to be aware of
The Insurance Crime Bureau has just released its Annual Report which provides a comprehensive overview of the activities of Bureau, as well as a few interesting case studies. “Over the years, various initiatives […]
Insurance Crime Bureau Annual Report – Trends to be aware of
The Insurance Crime Bureau has just released its Annual Report which provides a comprehensive overview of the activities of Bureau, as well as a few interesting case studies. “Over the years, various initiatives […]
Household Wellness Survey – Financial differences between male and female lead households
The latest Momentum/Unisa Household Financial Wellness Index also analysed statistics about the impact of the Financially Knowledgeable Person (FKP) in the home. In many cases this is a woman. Although they may not […]
Life stages of your client – Different needs for different milestones
FMI recently launched its Income First campaign to encourage South Africans to become more aware of the need to protect their income from the time they are young earners and onwards through each […]
Understanding the fundamentals of Business Assurance – Enrol and earn CPD hours
Every business consists of three parties: the business (management), the owner, and the employees. All the parties have their own risks and financial needs that must be covered by a business assurance product. […]
Highveld Syndication schemes – Good news for investors
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
Highveld Syndication schemes – Good news for investors
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
Missed out on Moonstone’s webinar? – Here is another opportunity
Moonstone’s Business School of Excellence (MBSE) will host another complimentary webinar on Thursday, 5 December 2019 from 11:00 – 12:00 to answer your questions about the Advanced Certificate in Financial Planning (NQF6). Tyrone Ford (CFP®) […]
