Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
The National Stokvel Association of SA (Nasasa) has warned people not to fall for the “quick buck” WhatsApp stokvels scam. According to a media report the scam operates as an alleged ‘savings club’ […]
“You must, at all times, take reasonable steps to safeguard the mobile device from loss, damage or theft” – policy wording that a client challenged when her cell phone claim was rejected by […]
“You must, at all times, take reasonable steps to safeguard the mobile device from loss, damage or theft” – policy wording that a client challenged when her cell phone claim was rejected by […]
The financial services industry is a complex industry with terminology, acronyms and legislative terms that the “man on the street” does not easily understand. People working in the industry can quickly get caught […]
The financial services industry is a complex industry with terminology, acronyms and legislative terms that the “man on the street” does not easily understand. People working in the industry can quickly get caught […]
Section 37C of the Pension Funds Act 24 of 1956 governs the distribution and payment of lump sum benefits payable on the death of a member of a pension fund, provident fund, pension […]
The FSCA has published a draft general exemption that proposes to exempt managers and auditors of collective investment schemes (CIS) and its portfolios from those parts of section 74(1) (a) and (2) (c) […]
The National Stokvel Association of South Africa estimates that there are well over 800 000 stokvel groups in South Africa. Over 11.5 million South Africans have joined savings clubs and stokvels. These statistics show that […]
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
In a recent media statement by the Actuarial Society, they unpack the unbundling of Naspers shares as well as what it means for benchmarks as well as investors. According to Kyle Hulett, a […]
October is a month dedicated to a subject that, if ignored, can be very scary, namely cybersecurity. With the Rugby World Cup happening in Japan, a global sporting event said to be the […]
According to the South African Qualifications Authority, there is more to the National Qualifications Framework (NQF) Amendment Act, No 12 of 2019 than just criminalising qualifications fraud and lying about qualifications on CVs. Signed […]
Are you in the process of planning your training schedule for 2020? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6). The Advanced Certificate in Financial Planning […]
Are you in the process of planning your training schedule for 2020? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6). The Advanced Certificate in Financial Planning […]
On Monday, the Competition Commission released the findings of the Health Inquiry. The report was published after years of extensive consultation with industry experts, government officials and the general public. In their review […]
On Monday, the Competition Commission released the findings of the Health Inquiry. The report was published after years of extensive consultation with industry experts, government officials and the general public. In their review […]
Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
