Technology – Friend or Foe?
“It’s no secret that the insurance sector is conservative by nature and has largely been slow to embrace technology. In the past year, many of the large incumbents have been touting new ‘digital’ […]
High Court orders insurer to reconsider unfair debarment carried out in 2016
The applicant only became aware in May last year that the decision to debar her constituted administrative action.
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Need to obtain a relevant qualification? – Moonstone offers assistance with career path
Depending on the financial product/s which financial advisers are authorised for, new entrants to the industry may need to obtain an appropriate qualification for the applicable financial products within six years from their […]
Acquiring qualifications made easier – Moonstone now offers payment plan options for limited period
For many candidates who are required to obtain a qualification under the Fit and Proper requirements, cost can be a serious constraint. Depending on the financial product/s for which you are authorised, new […]
SA Savings culture – Financial Advisers have huge role to play
“Financial advisors today are really life coaches who help clients explore their life goals and set pathways and milestones to help them achieve those goals,” Nirdev Desai, head of sales at PSG Wealth […]
CCombine competence and ethics to build trust – Lessons from the Edelman Trust Barometer 2020
Internationally, companies in the financial services sector were again the least trusted among industries, according to the latest annual Edelman Trust Barometer, which has been measuring trust in businesses, NGOs, governments and the […]
CCombine competence and ethics to build trust – Lessons from the Edelman Trust Barometer 2020
Internationally, companies in the financial services sector were again the least trusted among industries, according to the latest annual Edelman Trust Barometer, which has been measuring trust in businesses, NGOs, governments and the […]
Investment decisions – Does your recent experience influence your choices?
According to Beatri Faul, investment specialist at Allan Gray, the best way to protect an investor’s capital is to construct a well-diversified portfolio that can earn real returns regardless of market conditions. But […]
Fintech Reshaping the financial world – But what about you?
Reshaping the financial services industry by “removing market inefficiencies” sounds suspiciously like trying to eradicate human error. This raises the very serious question about the function of the financial advisor in the future. […]
Automated Transaction Monitoring System – FIC provides clarity on timeframes
In a recent LegalBrief post Pam Saxby of Legalbrief Policy Watch shares that the Financial Intelligence Centre (FIC) requires comment on the latest draft (PCC 107) public compliance communication – regarding the use […]
Automated Transaction Monitoring System – FIC provides clarity on timeframes
In a recent LegalBrief post Pam Saxby of Legalbrief Policy Watch shares that the Financial Intelligence Centre (FIC) requires comment on the latest draft (PCC 107) public compliance communication – regarding the use […]
Single portal for all insurance complaints – Aims to ease process for clients
In an effort to assist complainants who are unsure where to lodge an insurance complaint, a new gateway has been launched. The introduction of the additional point of entry for complaints relating to […]
Single portal for all insurance complaints – Aims to ease process for clients
In an effort to assist complainants who are unsure where to lodge an insurance complaint, a new gateway has been launched. The introduction of the additional point of entry for complaints relating to […]
Techno-innovation – Cyber threats a possible obstacle
The latest Intergovernmental Fintech Working Group (IFWG) report highlights that increasing cyber threats present a material obstacle to the progress possible through technological advancements. According to Danny Myburgh, Association of Certified Fraud Examiners’ […]
FSCA correspondence – Regulator warns against false communication
A number of new scams, spoofing communication that appears to be from various institutions, have been doing the rounds. In a recent FSCA media release, the Financial Sector Conduct Authority (FSCA) warns the […]
Raging Bulls – Smaller companies challenge big players
The 24th edition of the Raging Bull Awards took place last week in Cape Town at the International Convention Centre. The annual ceremony celebrates the top performers across a range of sectors and […]
CMS Quarterly report – Key trends compared
The Council for Medical Schemes (CMS) has just published its quarterly report for the period ended 30 September 2019. Tasked with monitoring the financial performance and soundness of medical schemes, the CMS publishes comparative figures […]
