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Hats off to the Hockey Champions

If ever a medal should be awarded to a team for overcoming setbacks, disappointment and discrimination, it should go to the SA men’s hockey side. Forced to re-qualify for the Olympics by the double-standard practitioners called Sascoc (my typing vinger almost slipped there) they displayed an awesome amount of guts and determination to give the […]

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Avoid Unrealistic Client Expectations

It may be small consolation for local advisors, but a recent survey in Australia found that nine out of eleven risk profiling tools were found to be inadequate in terms of their regulator’s standards. An article by FinaMetrica cofounder Paul Resnik in the March issue of MoneyMarketing discusses the ‘five proofs’ which ensure consistently suitable […]

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Approved Qualifications for Exemption of Level 2 REs

A number of readers enquired about the list of approved qualifications mentioned in last week’s Moonstone Monitor as they were unable to find it on the FSB website. Please click here to download Board Notice 44 of 2010. This document was published at the end of March 2010. We are sure that a number of […]

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“Services under Supervision” – What does this entail?

The clear indication by the FSB that it has no intention of extending the final date for passing the regulatory examinations has caused quite a flurry in the industry. Coupled with the recently released statistics on the percentage of representatives who still have to write the REs, there is indeed reason for concern. However, we […]

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So what are your plans?

A young woman brings home her fiancé to meet her parents. After dinner, her mother tells her father to find out about the young man. The father invites the fiancé to his study for a drink. “So what are your plans?” the father asks the young man. “I am a Torah scholar,” he replies. “A […]

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You be the Judge

Heyneke Meyer, unlike his predecessor, is careful with words. This must be a huge frustration for the media who, despite their dislike of Piet Helium, had the time of their lives writing about him and his quirky sayings. His promises, in particular, made him eat humble pie on more than one occasion. Meyer did not […]

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The new medical scheme fees tax credit

PwC South Africa publishes a monthly journal providing informed commentary on current developments in the tax arena, both locally and internationally. The April edition contains an informative article on the new treatment of medical expenses from a tax perspective. This is something that affects most of us, and with the time for completing tax returns […]

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Level 2 Regulatory Examinations

With only 8 weeks left before the cut-off date for level 1 exams, we turn our attention to the next level of REs.  The article below appears in the latest (April 2012) edition of FANews. We inserted further elucidation in italics where deemed necessary. What you need to know about RE Level 2 Charmaine Kock […]

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How not to complete your answer sheet

Candidates can save themselves a lot of despair (and money) by paying attention to a few basic rules when they write the exams.   This week, I saw a copy of an answer sheet, suitably amended so no details of the candidate is shown. He or she had coloured in up to three different answers […]

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