Short term insurance – Duty to disclose a change in risk
In addition to making the correct disclosures at the start of a policy as well as paying the premium, most policies place a duty on the insured to inform the insurer of any […]
BHI Trust fallout widens as FSCA bans intermediary for 20 years
The FSCA’s latest action highlights the regulatory risks for individuals who may have been linked to the BHI Trust scheme.
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
CPD – Learn about managing the Corona Virus and earn CPD credit gratis
For those advisers who have not reached their required hours yet, the Moonstone Business School of Excellence (MBSE) has developed various CPD online courses that will not only assist you to obtain the […]
Temporary relief for pensioners with living annuities – Pros and cons to consider
“…we have expanded access to living annuity funds by allowing (the) individual to adjust the proportion they receive as an annuity income, instead of waiting up to one year until their next contract […]
Life cover options – Keep client informed of options
In his latest address to the nation, the President said some economic activity will be allowed to resume, subject to extreme precautions to limit community transmission and outbreaks, and some businesses will be […]
Unit trust statements – Opportunity to guide investors
A recent media release by the Actuarial Society of South Africa reaffirms that the first quarter of this year has been a rollercoaster ride for investors, with unit trust portfolios having delivered a […]
COVID-19 relief measures – Short-Term industry responses
As the COVID-19 pandemic continues to affect the livelihoods of many South Africans, most short-term insurers have implemented various forms of relief for their customers. This is in line with the recent FSCA […]
COVID-19 – Regulatory response to immediate priorities
A recent Joint Communication sets out the responses by the Prudential Authority (PA) and the Financial Sector Conduct Authority (FSCA) to the COVID-19 pandemic as well as the observed and predicted impacts it […]
FSCA General Notice 2 of 2020 – Extension of deadline for statutory returns amended
The FSCA has withdrawn their General Notice 1 of 2020 on the extension period for compliance with various requirements related to the submission of statutory returns for 2020, and substituted it with General Notice 2 […]
FSCA General Notice 2 of 2020 – Extension of deadline for statutory returns amended
The FSCA has withdrawn their General Notice 1 of 2020 on the extension period for compliance with various requirements related to the submission of statutory returns for 2020, and substituted it with General Notice 2 […]
Performance of essential financial services – Guidance for call centres
The FSCA and the Prudential Authority (PA) issued a joint guidance note to provide further clarification regarding Call Centre Directions issued by the Minister of Health and the Minister of Trade, Industry and […]
Performance of essential financial services – Guidance for call centres
The FSCA and the Prudential Authority (PA) issued a joint guidance note to provide further clarification regarding Call Centre Directions issued by the Minister of Health and the Minister of Trade, Industry and […]
Prioritise your projects – Stop some to get more done
Trying to figure out how to complete more projects and initiatives? To do this, you actually need to stop a lot of the projects you are already doing and instead focus on a […]
COVID-19 – Imposing a digital revolution
Could COVID-19, in fact, create the tipping point for digital transformation? This is a question that is raised in a recent article that investigates if and how the pandemic is fast tracking insurance […]
Lockdown lowdown – How to continue banking safely and effectively
In a recent media release Reana Steyn, the Ombud for Banking Services, cautions consumers to remain calm and to follow the stringent lockdown measures in place to protect both themselves and their families, […]
Lockdown restrictions – Remember to look after your body
Only in a healthy body lives a healthy mind! Few would disagree with this age-old adage … with Covid-19 restrictions in place however, it has become super easy to neglect this sage advice. […]
