Interest rate cuts – The end of the free lunch
Last week the Monetary Policy Committee (MPC) announced another interest rate cut by 50 basis points, the fourth rate cut since the start of 2020. While this is good news for borrowers, and those […]
Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options
The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]
Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options
The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and […]
Level 3 brings new responsibilities – Make sure you do it right first time
Moving to level 3 will mean that most sectors of the economy will reopen on the 1st of June. However, the reopening of South Africa’s economy after COVID-19 lockdown comes with strict requirements. […]
Level 3 brings new responsibilities – Make sure you do it right first time
Moving to level 3 will mean that most sectors of the economy will reopen on the 1st of June. However, the reopening of South Africa’s economy after COVID-19 lockdown comes with strict requirements. […]
Requirements for re-opening your business – Moonstone developed comprehensive set of guidelines
The phased reopening of South Africa’s economy after COVID-19 lockdown comes with strict requirements. Every business will have to adhere to detailed health and safety protocols to protect their employees, and plans will […]
Digital financial advice – Stay connected
On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]
Digital financial advice – Stay connected
On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]
Resumption of Regulatory Exams – Now offered at FSP’s own venue in main city centres
The good news is that Regulatory Examinations can be conducted under specific conditions again. Until further relaxation of lockdown regulations, Moonstone will deliver the Regulatory Examinations at the FSP’s own venue (a minimum […]
Resumption of Regulatory Exams – Now offered at FSP’s own venue in main city centres
The good news is that Regulatory Examinations can be conducted under specific conditions again. Until further relaxation of lockdown regulations, Moonstone will deliver the Regulatory Examinations at the FSP’s own venue (a minimum […]
Joint Communication 2 and 2A of 2020 – Further clarity for AIs on submission of their required action plan
Joint Communication 2 issued on 21 April 2020 sets out the Financial Sector Conduct Authority (FSCA), South African Reserve Bank, Prudential Authority (PA) and Financial Intelligence Centre (Authorities) position concerning the COVID-19 pandemic […]
Joint Communication 2 and 2A of 2020 – Further clarity for AIs on submission of their required action plan
Joint Communication 2 issued on 21 April 2020 sets out the Financial Sector Conduct Authority (FSCA), South African Reserve Bank, Prudential Authority (PA) and Financial Intelligence Centre (Authorities) position concerning the COVID-19 pandemic […]
Banking Ombud reports increase in complexity of complaints – 2019 Annual Report
The Ombudsman for Banking Services (OBS) published its annual report, showing an increase in calls received, but a decrease in actual complaints registered. Although the statistics for 2019 demonstrate a decrease in complaints, […]
Registration as an Essential Services Provider – Guidelines for Sole Proprietors
Since the announcement of the Level 4 Lockdown restrictions and the publication of the requirement that businesses that perform essential or permitted services need to register themselves as such with the Companies and Intellectual […]
Joint Communication 4 of 2020 – Clarification on regulatory requirements applicable to funeral insurance policies
“The Prudential Authority (PA) and the Financial Sector Conduct Authority (FSCA) (jointly referred to as the Authorities) have received requests for clarity in respect of the perceived regulatory inconsistency in the application of […]
Insurers need to gauge solvency issues resulting from Covid-19 impact via risk profiling
A recent article by BDO South Africa highlighted the importance of financial soundness for institutions with contractual obligations to investors. The question that the boards of insurers should be asking themselves is whether […]
Living Annuities and divorce – Supreme Court of Appeal overturns High Court ruling
In 2016 the Johannesburg High Court ruled that a living annuity does not form part of a spouse’s estate for purposes of calculating the accrual claim. This ruling has now been overturned by […]
