The High Court finds Banxso knowingly benefited from deepfake adverts, misled clients about its licence and returns, and is ‘hopelessly insolvent’.
You can be young without money, but you can’t be old without it. Tennesse Williams Retirement reform, RDR and TCF all speak to better outcomes. Old style, conventional retirement annuities have been singled […]
The terms and conditions, which candidates are obliged to sign prior to writing the exam, contain a number of rules to prevent cheating. Here are some which you need to be aware of: […]
I received a call from a reader last week asking for advice on which of the three proposed adviser models would suit his situation best: independent, multi-tied or tied adviser? Of the 55 […]
The Inseta website underwent a facelift, and learners wishing to download the preparation material for the regulatory exams may experience some difficulty in finding it. Click on this link to go directly to […]
TimesLIVE reports that the medical aid scheme’s attempt to reduce the amounts payable for prescribed minimum benefits met with resistance from the SA Private Practitioners’ Forum who claimed that the scheme’s financial statements […]
We discussed the importance of when a client’s right to lay a complaint with the FAIS Ombud expires in last week’s Moonstone Monitor. To recap: a client has three years to approach the […]
Contrary to popular belief, this poem by Walt Whitman is not about the late Robin Williams in the Dead Poets Society, but about the death of Abraham Lincoln. O Captain! My Captain! our […]
Our website contains a more detailed document of what is required. The following is a short extract of some of the problems regularly encountered by our exam venue staff: Attendance Candidates are required […]
The Lewis Group indicated that it will refund a total of R69 million in premiums and interest to pensioners and self-employed customers who were sold policies for loss of employment, which would, of course, […]
For many younger investors and IFAs, the idea of endowment policies seems a little old fashioned. These were vehicles that our grandparents used before collective investment schemes effectively democratised investing. Their reputation was […]
The Suez Canal’s new extension was inaugurated on Thursday, August 6, in a ceremony that burst with nationalist pride. The extension involved dredging a 37 km waterway that runs parallel to the existing […]
Our Regulatory Exam department listed the following recurring problems which can be prevented with a little more care: Candidates register with only one name when they have two or more. This results in […]
Legalbrief Policy Watch reports that the Financial Sector Regulation Bill is expected to be tabled in Parliament later this month. The report also states: “Several references in the briefing document to a ‘Market […]
I am sure that many readers will sing along with this version of the old George and Ira Gershwin classic. The 2015 levy invoices will be mailed by 30 September 2015 and will […]
A recent appeal tested whether the FAIS Ombud was correct in finding that the appellant’s complaint was time-barred in terms of section 27 of the FAIS Act. The appellant lodged a complaint, claiming […]
We are proud to introduce a major new player in the financial services training field. After the acquisition of PSG Academy earlier this year, Moonstone merged its existing training offering, Moonstone Intellectual Capital, […]
