Working from home – Can you claim from SARS?
“Amid some uncertainty, SARS has confirmed that full-time employees will be able to claim home-office expenses during lockdown. But you have to work from home for at least six months of the tax […]
FSCA licenses most crypto provider applicants – as enforcement tightens
The rising number of investigations and inspections underline a shift from registration to active supervision.
Update on phasing out of financial emigration – Three-year limit to be introduced
Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020 (Draft Tax Bill). One of the proposals of the Draft Tax Bill relates to an overhaul of the […]
The ABC of investment advice – There are no shortcuts to compliance
Although many might feel that the Sharemax debacle is old hat, and that FSPs could not have foreseen its implosion, it still serves the purpose of reminding us of the basics of compliance […]
Clarifying the OSTI’s role – It’s all about a balance of probabilities
As intermediaries, we have a very important role to play when a dispute arises between a client and the insurer. Understanding the roles of the various parties can help us retain clients by […]
Business Interruption Case heard in High Court – Judgment reserved
The Western Cape High Court case between Ma-Afrika and Stellenbosch Kitchen versus Santam was heard on 1 September, with the ruling delayed. The applicants’ legal team requested that the judgment be handed down before […]
Business Interruption Case heard in High Court – Judgment reserved
The Western Cape High Court case between Ma-Afrika and Stellenbosch Kitchen versus Santam was heard on 1 September, with the ruling delayed. The applicants’ legal team requested that the judgment be handed down before […]
Consumer online expectations – A lot more focus required
Less than half of all the consumers who reached out to their bank and insurer on social media received a response from their service provider. This was the finding in a recent BrandsEye’s […]
CPD –Start the new cycle off on the right foot
At the start of the new CPD cycle on 1 September 2020, we should bear the following basic CPD principles in mind: ● CPD should be implemented in a structured manner where the FSP has […]
Men Are from Mars, Women Are from Venus – Is this also true about investment habits?
August is Women’s Month and, as a result, a lot of media focus fell on female South Africans as a whole – focusing on how, generally, women rely on male counterparts when it […]
Moonstone Regulatory Update Webinar 2020 – Registration now open
Moonstone Compliance, in conjunction with the Moonstone Business School of Excellence, is excited to announce that registration for the popular annual regulatory update workshop, hosted as a webinar on 29 September 2020, is now open. […]
PSG Asset class perspectives – Looking beyond the corona crisis
In the same way that the COVID-19 pandemic has created a new normal with a future that looks quite different to the one that all predicted at the start of 2020, there are […]
Developing healthy financial habits through various life cycles – Top tips for your clients
When it comes to savings, there is no blanket approach that covers every life stage. In your 20s, you have completely different priorities compared to your 50s. As you get older, your priorities […]
Essential procedural considerations when debarring an errant representative
By Joani van Vuuren, Siya Ngcamu and Ilyaas Mayet of Webber Wentzel From the plethora of cases successfully referred to the Financial Services Tribunal for reconsideration of a decision to debar, it is […]
Cybersecurity – 10 tips for online safety
Research suggests that digital financial fraud may see a surge of up to 80% this year. Just in the last week, we were exposed to various incidents, with the Experian South Africa data […]
Cybersecurity – 10 tips for online safety
Research suggests that digital financial fraud may see a surge of up to 80% this year. Just in the last week, we were exposed to various incidents, with the Experian South Africa data […]
Farewell Caroline – Da Silva’s resignation will leave big boots to fill
All in a manner of speaking, of course. This delicate and gracious lady made a huge impact during her seven years at the FSB and later FSCA. One always felt, in dealing with […]
Farewell Caroline – Da Silva’s resignation will leave big boots to fill
All in a manner of speaking, of course. This delicate and gracious lady made a huge impact during her seven years at the FSB and later FSCA. One always felt, in dealing with […]
