Treasury says the country already has most of the rules it needs; the challenge now is proving that institutions are using them effectively.
Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
Rooted in luxury and status, Veblen stocks represent brands where consumers willingly pay a premium, driving profit margins and sustained growth.
The Sanlam Benchmark Survey also shows that more respondents are turning to online sources for product information instead of using a personal adviser.
These programmes are having a significant influence on the way people shop, according to the 2024 Sanlam Benchmark Survey.
Accountable institutions should consider the latest Terror Financing National Risk Assessment when implementing their RMCPs.
Fraudsters are contacting taxpayers who are issued with auto-assessments and impersonating SARS.
Absenteeism costs South Africa R12bn to R16bn annually, with mental health-related ‘presenteeism’ adding an estimated R235bn a year.
Licence withdrawals and suspensions, and licence suspensions that have been lifted.
Members particularly need to understand pre-retirement withdrawals, and the implications of these withdrawals, including tax and liquidity at retirement.
The adviser brought an application for the FAIS Ombud’s determination and the Tribunal chairperson’s decision to be reviewed in terms of PAJA.
The Tribunal finds that the debarment process followed by an insurance brokerage was not lawful or fair.
Moonstone Business School of Excellence’s Entrepreneurship short course aims to bridge the gap in entrepreneurial training to foster entrepreneurial-minded people.
A pension fund mistakenly paid out a fraudulent claim to a syndicate while the rightful member was in prison.
The employee was told she would be granted immunity from prosecution if she agreed to sign the AOD.
The continued disregard of the Consumer Protection Act by second-hand car dealerships is a concern, the National Consumer Commission states.
The Council will provide a CPD-accredited training session for newly appointed healthcare brokers in August.
In this video we delve into the NCR Credit providers’ FICA obligations. Featured in the interview is Gerrit Viviers Moonstone Compliance NCA Specialist with years of experience in the National Credit Act sector. […]
