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Level 2 Regulatory Examinations

Quite some time ago, Inseta published study material for the level 2 REs on their website. It can be found in the same place as the level one RE study material. To assist readers, we copied the list of material that is available. The list also shows which guides are still in the process of […]

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An Exam Strategy that has worked

I really enjoy hearing success stories from candidates who wrote the regulatory exams. On Tuesday, Andries B. phoned to thank me for the advice given which he thinks helped him pass. A week or two ago, he phoned to enquire about postponing his exam date as he did not feel properly prepared for the exam. […]

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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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