An informed consumer is a smart consumer
July is national savings month in South Africa and consumers are once again made aware of ways and means to implement and make healthy financial decisions, which will ultimately assist the country in […]
F&I professionals urged to turn compliance into customer value
Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
An informed consumer is a smart consumer
July is national savings month in South Africa and consumers are once again made aware of ways and means to implement and make healthy financial decisions, which will ultimately assist the country in […]
Medical expenses and pay outs – Is the gap widening?
In a recent opinion piece written by Tony Singleton, CEO of Turnberry Management Risk Solutions, he questions if the ‘gap’ has grown between medical expenses and payouts. Singleton mentions that over the past […]
South Africa’s top 20 hospitals – Patient ratings acts as a catalyst to change
Now in its fifth year of reporting, Discovery Health just released its annual list of 20 leading South African hospitals as rated by patients through the Patient Survey Score (PaSS). The Top 20 list […]
Moonstone Regulatory Update Workshops 2019 – Registration now open
Moonstone Compliance in conjunction with the Moonstone Business School of Excellence and the Cyber Security Institute is excited to announce that registration for the popular annual regulatory update workshops is now open. Workshop […]
What financial services content are consumers looking for on social media?
According to LIMRA, an international company specialising in research and education in the financial services industry, financial advisors could stand to benefit from having more of a presence on social media, especially if […]
Prudential Authority Annual report – Looking beyond the many acronyms and numbers
The South African Reserve Bank’s Prudential Authority (PA) has just published its first annual report for the 2018/19 financial year, covering the state of the country’s banking and insurance sectors. Besides focussing on […]
Prudential Authority Annual report – Looking beyond the many acronyms and numbers
The South African Reserve Bank’s Prudential Authority (PA) has just published its first annual report for the 2018/19 financial year, covering the state of the country’s banking and insurance sectors. Besides focussing on […]
Levies on financial institutions – Published by the FSCA
The FSCA has published the 2019 levy notice: Category I or IV FSP (a) A base amount of R3 575; and (2018: R3 373) (b) KI/Rep x R570 (2018: R538) Category I or […]
Levies on financial institutions – Published by the FSCA
The FSCA has published the 2019 levy notice: Category I or IV FSP (a) A base amount of R3 575; and (2018: R3 373) (b) KI/Rep x R570 (2018: R538) Category I or […]
PA Annual Report – Number crunching the insurance industry
The Prudential Authority’s annual report was covered in various media publications where the focus was mainly on the banking sector’s assets. The report also shared numbers from the insurance industry: Entities per sector […]
Equity unit trusts or money market funds – Where do you get the better return?
In a recent Moneyweb article, Patrick Cairns mentions that the poor performance of the local stock market over the last five years has led many investors to consider moving away from equity unit […]
Moonstone Regulatory Update Workshops 2019 – Registration opens soon
Registration to attend Moonstone’s informative regulatory update workshops will open soon. If you are as concerned about the impact of the overwhelming amount of new legislation on your business as 99% of the […]
Moonstone Regulatory Update Workshops 2019 – Registration opens soon
Registration to attend Moonstone’s informative regulatory update workshops will open soon. If you are as concerned about the impact of the overwhelming amount of new legislation on your business as 99% of the […]
Extension of CPD deadline – Are you compliant yet?
The Fit and Proper Determination requires that certain individuals obtain a specified number of Continuous Professional Development (CPD) hours within an annual 12-month cycle between 1 June and 31 May of a specific year. The […]
Extension of CPD deadline – Are you compliant yet?
The Fit and Proper Determination requires that certain individuals obtain a specified number of Continuous Professional Development (CPD) hours within an annual 12-month cycle between 1 June and 31 May of a specific year. The […]
Short Term Insurance Ombud – Insight into how it operates
Business Day TV’s “You & Your Money” recently interviewed Edite Teixeira-Mckinon, the Deputy Ombudsman for Short-Term Insurance. Teixeira-Mckinon joined Bryan Hirsch, personal financial planner and author, to discuss the operations of the Short-Term […]
