FSCA – website down this weekend
There will be planned maintenance of ICT systems starting on Friday 5 July 2019 at 17:00, until Sunday 07 July 2019 at 20:00. This means that all ICT services, including the FSCA website, will not be accessible […]
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.
FSCA – New appointment of Divisional Executive for Conduct of Business Supervision
Ms Kedibone Dikokwe has been appointed as the Divisional Executive: Conduct of Business Supervision, effective from 1 July 2019. This is the division that supervises the way financial institutions interact with their customers. […]
South African Stokvels – Membership increases year on year
Working together and saving as a group has become a major driver in savings culture. According to recent Nedbank research, 11 million South Africans are members of stokvels with around R44 billion saved in 820 000 […]
Saving for the future adds to general happiness
July has been designated ‘Savings Month’ by the Savings Institute of South Africa. This year the focus is firmly placed on engaging our country’s youth with a theme of “#crazywaystosave.” At the launch […]
Saving for the future adds to general happiness
July has been designated ‘Savings Month’ by the Savings Institute of South Africa. This year the focus is firmly placed on engaging our country’s youth with a theme of “#crazywaystosave.” At the launch […]
Medical Claim Statistics – Vast increase in cancer claims
The Discovery Health Medical Scheme continues to lead the medical scheme industry with a market share of 56.6% in the open medical scheme market, net growth of over 41,000 lives in 2018 and […]
Medical Claim Statistics – Vast increase in cancer claims
The Discovery Health Medical Scheme continues to lead the medical scheme industry with a market share of 56.6% in the open medical scheme market, net growth of over 41,000 lives in 2018 and […]
Get to know your customer – Survey insights always add value
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
Get to know your customer – Survey insights always add value
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
Higher Certificate in Wealth Management – Opens doors into the Financial Services industry
New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are […]
TransUnion SA Industry Insights Report – More South Africans are relying on credit
The latest TransUnion’s Industry Insights Report found that unsecured credit products, including credit cards and personal loans, which are typically used to fund household expenses and smaller ticket purchases, saw a significant year […]
Digital banking – Rise of fraud increases year on year
The SITEisfaction® report is an annual measure of customer satisfaction with digital banking services in South Africa. This year the consumer data indicates that Capitec and FNB are tied for first place as […]
Millennial investment approach – Financial Advisers need to play guiding role
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
Insurer shows disregard for In Duplum rule application
There is a common law rule that the interest on a loan cannot exceed the outstanding capital component of the loan. A provision in the Insurance Act 27 of 1943 exempted policy loans […]
Financial Adviser Challenges – How to attract the millennial market
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
Financial Adviser Challenges – How to attract the millennial market
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
Benchmark of customer satisfaction shows TCF is key
What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. […]
