Medical Schemes – Broker fees increased
The Council for Medical Schemes (CMS) recently announced the approval of an increase in the maximum amount payable to brokers in terms of Section 65 of the Medical Schemes Act (131 of 1998). […]
FSCA licenses most crypto provider applicants – as enforcement tightens
The rising number of investigations and inspections underline a shift from registration to active supervision.
IRMSA ranks top risks and notes shift in consumer behaviour
A scarcity of unified, ethical, and visionary leadership is now the single biggest risk facing the country according to the newly released Institute of Risk Management South Africa (IRMSA) Risk Report 2021. The […]
Five mistakes financial advisors make on social media and ways to avoid them
As a financial advisor, it is key that you utilise social media as a part of your overall marketing strategy. It not only boosts your engagement with clients, but gives people access to […]
Easter Weekend – Stay safe on (and off?) the roads
With the Easter weekend upon us, we can expect higher traffic volumes, as many of us will be on the roads heading to holiday spots or visiting family and friends all over the […]
FIC guidance on risks related to geographical areas
The Financial Intelligence Centre (FIC) has issued Public Compliance Communication 49 (PCC 49) that provides guidance on certain money laundering (ML), terrorist financing (TF) and proliferation financing (PF) risk considerations and provides suggested […]
FIC guidance on risks related to geographical areas
The Financial Intelligence Centre (FIC) has issued Public Compliance Communication 49 (PCC 49) that provides guidance on certain money laundering (ML), terrorist financing (TF) and proliferation financing (PF) risk considerations and provides suggested […]
TransUnion’s Industry Insights Report – Impact of pandemic still very real on consumer credit market
“South Africa’s consumer credit market remains subdued as the pandemic continues to impact household finances,” according to the TransUnion’s Q4 2020 South Africa Industry Insights Report. This in the midst of the just-released […]
TransUnion’s Industry Insights Report – Impact of pandemic still very real on consumer credit market
“South Africa’s consumer credit market remains subdued as the pandemic continues to impact household finances,” according to the TransUnion’s Q4 2020 South Africa Industry Insights Report. This in the midst of the just-released […]
Progress report on claims processing under Business Interruption Insurance
Feedback from a Whatsapp group of policyholders affected by the drawn-out saga around business interruption as a result of the Covid-19 pandemic indicates that there is widespread confusion and dissatisfaction about how the […]
CPD requirements – Deadline approaching
Last year the The Financial Sector Conduct Authority (FSCA) recognised the challenges presented by the Covid-19 pandemic and the impact on the completion of any planned CPD offerings. To assist financial advisers in […]
Countdown to POPIA compliance
With less than 100 days to the deadline for public and private bodies to ensure that the processing of personal information conforms to the Protection of Personal Information Act (POPIA), the Information Regulator […]
Long-term insurance complaints – What does the Ombud require from insurers?
The Ombudsman for Long-term insurance mediates in disputes between members of the long-term insurance industry and policyholders. As we await the release of the Ombud’s 2020 Annual Report to see the impact of […]
Important changes to Top 3 Rates in Moonstone Investment Indicators
Financial advisers place a high premium on the rates we publish every week, specifically because it can be presented to clients as unbiased and reliable, having been produced since July 2000. The top […]
Divorce and your retirement savings
Although the official statistics for South Africa’s divorce rate during COVID-19 are yet be released, StatsSA, in its 2019 Marriages and Divorces report, found that the divorce courts processed 23,710 divorces. Globally, the […]
Social media financial advice – Dangers to highlight to your clients
A recent phenomenon on the popular social media platform, TikTok, called ‘Fintok’ is causing concern that viewers could be vulnerable to financial misinformation. Many of these videos come across as “get-rich-quick” schemes – […]
Social media financial advice – Dangers to highlight to your clients
A recent phenomenon on the popular social media platform, TikTok, called ‘Fintok’ is causing concern that viewers could be vulnerable to financial misinformation. Many of these videos come across as “get-rich-quick” schemes – […]
Global Money Week highlights economic challenges for young people in SA
Global Money Week (GMW) officially launched on Monday with an event live streamed from Paris featuring a high-level panel of global leaders and public authorities providing key insights on how to advance financial […]
